Big day in markets. $NVDA closing in on $6T—first ever. Up 28% YTD, adding $1.2T alone. That's carrying the S&P's 14% gain almost single-handedly.
$MRVL's Investor Day went bold: $400B TAM by 2030, revenue targets doubled vs Street. Custom chip work with Google, Microsoft, Amazon could push them past even those numbers after 2029.
$AMD's Lisa Su heading to South Korea for memory talks. They're ramping Taiwan investment past $10B and planning capacity 3-5 years out now. Supply chain getting serious.
$GOOGL locked in 20 years of nuclear power—3.6 GW total from Constellation. Upgrading 11 reactors across Illinois, Pennsylvania, New Jersey. First extra juice by 2028. No new builds, just boosting what's already there.
Mistral dropped Le Chonk—1 trillion parameters. Open weights end of month. They're calling it the most powerful open model outside China.
Hard drive stocks took another hit. $STX, $WDC down on Toshiba doubling capacity in the Philippines. $MU flat. Samsung and SK Hynix both red ahead of Q3 results—Samsung expecting largest ever op profit above $74B.
$PENG crushed it: $567M revenue (up 68%), EPS doubled. Six new data center customers, four neoclouds. Raised FY27 outlook to ~40% sales growth.
$AMAT and $INTC expanding partnership on next-gen transistors and 3D chip stacking. Meanwhile Intel Foundry worried about $TSM possibly joining Terafab.
China's AI labs racing to IPO. DeepSeek raising $12B ahead of early 2027 listing, targeting $75B valuation. Moonshot (Kimi) closed at $50B, also eyeing Hong Kong Q1.
South Korea's president flagging AI-powered cyberattacks on banks. Over 68K people hit in the past week. Artex AI—likely Chinese—suspected.
$MRVL's Investor Day went bold: $400B TAM by 2030, revenue targets doubled vs Street. Custom chip work with Google, Microsoft, Amazon could push them past even those numbers after 2029.
$AMD's Lisa Su heading to South Korea for memory talks. They're ramping Taiwan investment past $10B and planning capacity 3-5 years out now. Supply chain getting serious.
$GOOGL locked in 20 years of nuclear power—3.6 GW total from Constellation. Upgrading 11 reactors across Illinois, Pennsylvania, New Jersey. First extra juice by 2028. No new builds, just boosting what's already there.
Mistral dropped Le Chonk—1 trillion parameters. Open weights end of month. They're calling it the most powerful open model outside China.
Hard drive stocks took another hit. $STX, $WDC down on Toshiba doubling capacity in the Philippines. $MU flat. Samsung and SK Hynix both red ahead of Q3 results—Samsung expecting largest ever op profit above $74B.
$PENG crushed it: $567M revenue (up 68%), EPS doubled. Six new data center customers, four neoclouds. Raised FY27 outlook to ~40% sales growth.
$AMAT and $INTC expanding partnership on next-gen transistors and 3D chip stacking. Meanwhile Intel Foundry worried about $TSM possibly joining Terafab.
China's AI labs racing to IPO. DeepSeek raising $12B ahead of early 2027 listing, targeting $75B valuation. Moonshot (Kimi) closed at $50B, also eyeing Hong Kong Q1.
South Korea's president flagging AI-powered cyberattacks on banks. Over 68K people hit in the past week. Artex AI—likely Chinese—suspected.