News
Market news, earnings recaps, and daily moves in AI and semiconductor stocks.
Google (GOOGL) plans to launch its first AI-chip satellite with Planet Labs next week
Google's first Project Suncatcher satellite, developed with Planet Labs and carrying Google TPUs, is scheduled to launch next week on a SpaceX rideshare. Separately, Google began testing a Gemini feature that calls businesses for Pixel 11 owners.
"Chipflation" hits Korean electronics suppliers with demands for 10 to 20 percent price cuts
Korean suppliers of smartphone, laptop, and TV parts are being asked to cut costs by about 10 to 20 percent as memory chip prices climb, Hankyung reported. Chinese rivals are bidding 20 to 30 percent lower to win the business.
Oracle (ORCL) invokes force majeure on its New Mexico data center to protect against delays
Oracle sent Blue Owl a force majeure notice over Project Jupiter in New Mexico, aiming to delay payments if the data center slips rather than walk away, Bloomberg reported.
Sivers (SIVEF) brings in new wireless and photonics leaders as its photonics CTO plans to retire
Sivers Semiconductors named a new head of its wireless business from Semtech and Qorvo, hired an Amkor veteran to run photonics engineering, and said photonics CTO and CST Global co-founder Andrew McKee will retire at the end of 2026.
Korea's SDT is buying an IonQ quantum computer and plans to assemble its systems in Gumi
Korean quantum company SDT is buying the first Superion 256 in Korea from IonQ and plans a facility in Gumi to package IonQ's quantum memory and assemble its systems, as IonQ's preferred manufacturing partner for Asia-Pacific and Japan.
Samsung and SK Hynix's $589 billion chip cluster targets 2030 production. Military facilities must move first.
The regional government hosting Samsung Electronics and SK Hynix's planned 800 trillion won ($589 billion) memory chip cluster in Korea's southwest is targeting first production in June 2030. Meeting it will require relocating military facilities and bringing power and water to the site.
Paramount (PSKY) reportedly discussed asking Elon Musk to invest in the company
Paramount Skydance executives have discussed asking Elon Musk to join a group of equity investors, Semafor reported, citing people familiar with the matter. Paramount declined to comment. The company is funding its pending Warner Bros. Discovery purchase partly with up to $46.7 billion of new equity.
Sivers' (SIVEF) partner Win adds laser capacity as Lumentum reports demand exceeding supply
Win Semiconductors, Sivers' foundry partner for lasers, is expanding CW laser capacity and expects meaningful revenue in 2027 and 2028. Lumentum told Stifel that demand for its most powerful AI lasers still exceeds supply.
IonQ (IONQ) jumps on a quantum error-correction claim and a first system for Nvidia's research center
IonQ shares jumped after the company said it built the first end-to-end real-time quantum error decoder on a single CPU, tested on simulated circuits of up to 408 logical qubits. IonQ also said its Superion 256 will be the first on-premises quantum computer at Nvidia's research center in 2027.
LG and Microsoft agreed to work together on AI data centers. LG Electronics rose 5.9% the same day.
LG and Microsoft signed an AI partnership that could put LG Electronics cooling equipment in Microsoft's data centers. No orders or contract value were announced, and LG Electronics rose 5.9% in Seoul on the day.
CoreWeave (CRWV) signs multi-year deal to power Harell Data's private biotech AI training platform
CoreWeave signed a multi-year deal to run AI training for Harell Data, which says models on its platform train on proprietary biotech datasets without the data leaving it. Data owners earn a revenue share on each training job. No contract value was disclosed.
Innodata (INOD) jumps 14.6% after Hunterbrook report links it to Meta's Muse
Innodata shares jumped 14.6% after a Hunterbrook Capital report argued that Meta's new Muse assistant could be a big win for the AI training-data company. Neither Meta nor Innodata has confirmed the work, and Hunterbrook disclosed it is long the stock.
Nvidia (NVDA) director Mark Stevens sold about $946 million of stock in three weeks
Nvidia director Mark Stevens sold another 1,366,000 shares, worth about $300 million, from a family trust on September 18. It is his third sale filing in three weeks, and none of them reports a Rule 10b5-1 trading plan.
Qualcomm (QCOM) launches two 2nm Snapdragon chips, with on-device AI leading the pitch
Qualcomm unveiled two flagship Snapdragon chips at its Snapdragon Summit, the 8 Elite Gen 6 and a higher-tier Extreme Gen 6. Both are built on TSMC's 2nm process, and the headline feature is running AI models on the phone instead of the cloud.
Anthropic and OpenAI both launched cheaper AI models on the same day. The frontier race is now a price war.
Anthropic and OpenAI both released cheaper AI models on Tuesday. Claude Opus 5.5 costs 20% less than the model it replaces, and OpenAI's new GPT-6 Sol and Luna are about half the price of their predecessors.
The bond market has split between AI and everything else. Alphabet (GOOGL) and Meta (META) are paying more to borrow.
Highly rated corporate credit has split into two worlds. Investors are wary of AI-related bonds while competing for debt from traditional financial and industrial issuers, and the spread gap is now real.
Sam-A Aluminium isn't an AI company. Its stock is up 131% this year anyway.
Sam-A Aluminium isn't an AI company, but its foil goes into the batteries behind data-center power, and demand for battery storage has made the Korean stock an AI-adjacent winner, up 131% in 2026.
Alibaba unveils an AI chip it calls China's most powerful and targets 20 gigawatts of data centers by 2032
Alibaba unveiled the Zhenwu V900, a new AI chip from its T-Head unit that the company calls the most powerful designed in China, and set a target of more than 20 gigawatts of data-center capacity by 2032. Shares rose about 3%.
Kakao opposes a US listing of Kakao Mobility. The company would see none of the $1 billion.
Kakao's board came out against a US listing of its ride-hailing arm Kakao Mobility, saying the plan is built to let TPG cash out its stake and would bring no new money to the company or to Kakao, which owns 57.18 percent.
China is probing DeepSeek and Moonshot over whether sensitive data leaked to Anthropic
China's internet regulator is examining DeepSeek and Moonshot over whether sensitive domestic data reached Anthropic's Claude systems, The Information reported, turning Anthropic's distillation disclosure into a cross-border data-security question inside China.
Dell's finance chief and general counsel sold $16.3 million the day before the stock hit a record
Two more Dell officers sold stock on September 17th, a day before shares hit a record high. One is the finance chief, and the filings show open-market or private sales the forms do not tie to a Rule 10b5-1 plan.
Meta is on track for its best month in more than two years. The company's AI chief says Muse is outpacing ChatGPT's early launch.
Meta shares jumped Monday toward the stock's best month in more than two years, as its AI chief touted Muse download and usage numbers running ahead of ChatGPT's early launch.
Acer CEO says Samsung, SK Hynix and Micron are talking up the memory shortage.
Acer chief Jason Chen says the memory shortage driving up PC prices will not last to 2030, and accuses Micron (MU), SK Hynix (SKHY) and Samsung of talking it up to protect margins. He still sees PC prices rising into 2027 before cheaper Chinese supply pulls them down.
Korea's exports hit a record in early September. Chips made up 47.8 percent of the total.
Korea shipped $71.4 billion of goods in the first 20 days of September, an all-time high for the period, with semiconductor exports up 259% to $34.1 billion and nearly half of the total.