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Samsung and SK Hynix memory inventories fall below 10 days, KB Securities says. Kospi rally nears 7,000.
Foreigners and institutions bought a net 5.2 trillion won on Monday while individuals sold 6.8 trillion. KB Securities' Kim Dong-won says memory inventory at Samsung and SK Hynix is under 10 days and the stocks trade at three times 2027 earnings.
Intel (INTC) heads to the AI Infra Summit September 15 with Crescent Island questions unanswered
Intel CEO Lip-Bu Tan takes the main stage at the AI Infra Summit in Santa Clara on Tuesday, September 15, with three more Intel sessions and a booth to follow. The appearance is confirmed. A named customer, a ship date, or a measured performance number for the Crescent Island GPU is not.
Samsung and SK Hynix (SKHY) plan a memory expansion bigger than CXMT's entire projected capacity
A Bank of Korea report dated September 2 says Samsung's P4 and P5 fabs and SK Hynix's Yongin fab will add more than 600,000 wafers a month of memory capacity from 2028. China's CXMT is expected to reach 500,000 to 600,000 in total from the same year, and its shipments run far below its capacity. The bank still calls China a long-term threat.
Foxconn (HNHPF) August sales jump 52% as AI demand lifts quarterly outlook
Foxconn parent Hon Hai reported August revenue of NT$921.77 billion, up 51.98% from a year earlier and its second-highest month on record. July grew 54%. The company said its view of the third quarter is clearer than a month ago and that results should beat market expectations.
OpenAI says its AI agents log 3.1 hours of runtime for every hour its researchers work
OpenAI's Sunday post puts numbers on AI building AI: 3.1 agent runtime hours per human hour, agent usage worth $600 to $7,000 a day per researcher at API prices, and a target of an automated AI researcher by March 2028. All self-measured, and OpenAI calls them preliminary.
South Korea's token securities rollout starts in February 2027. Listed-stock pilot remains undated.
Korea's Financial Services Commission published a three-phase roadmap on September 4. Phase one, from February 2027, covers institutional private funds, private bonds and unlisted shares. Listed stocks are limited to a Korea Exchange pilot, and phases two and three, including stablecoin settlement, have no dates.
Nvidia's (NVDA) Jensen Huang says GPT-6 Astra was trained on 100,000-plus Grace Blackwell GPUs, with 400,000 more coming
Jensen Huang named the hardware behind GPT-6 Astra in a Sunday post: more than 100,000 Grace Blackwell GPUs in NVLink72 racks. He also said 400,000 more GPUs are coming online, without saying where.
Arm (ARM) and Microsoft (MSFT) back Gimlet's $300 million bet on cheaper AI
Gimlet Labs closed a $300 million Series B led by Andreessen Horowitz, with Arm and Microsoft's M12 as new investors, at a $3 billion valuation. It says it has added billions in contracted revenue since March; its last disclosed revenue was $10 million a year.
HPE gave Oracle (ORCL) a warrant for 4.16 million shares at a penny each. Two months later, it announced the deal.
The September 2 press release said only that HPE had issued Oracle warrants. The 10-Q filed the next day has the number of shares, the penny strike, the vesting trigger, the expiry date, and a July 2 issue date.
DeepSeek's 160,000-chip Huawei plan puts Nvidia (NVDA) on notice
The weekend headline says DeepSeek is cutting Nvidia out. Read the Bloomberg report and it's an inference-only plan for a chip Huawei said it would begin deploying in August, at a site that opens in late 2027.
The US stock market is worth more than the world's next 13 largest combined
The US market is worth about $75 trillion today, China's $16.8 trillion and South Korea's about $4.5 trillion. World Bank data shows how each got there since 2005, when China's listed companies were worth less than Korea's.
OpenAI's GPT-6 Astra beats Claude Fable 5.1 at 39% lower cost per correct task in Signal65 test
The first two scorecards from outside OpenAI put GPT-6 Astra ahead of Anthropic's Claude Fable 5.1 on web coding and on multi-step business jobs. Both tests are two days old and come with fine print.
Samsung leaves its longtime hall as a record 932 Chinese companies bring TVs, appliances and humanoid robots to IFA 2026
Chinese companies were nearly half of the exhibitors at Europe's biggest appliance show, and a Chinese scooter maker took the biggest booth in the hall Samsung used to fill alone.
Sandisk (SNDK), Dell (DELL), Palo Alto (PANW) and Arista (ANET) join the S&P 100 as Nike exits
Four technology companies replace a sneaker maker, a toothpaste maker, a mall owner and a jet-engine supplier in the S&P 100 before the open on September 21. Sandisk reached the index ten months after joining the S&P 500.
Berkshire (BRK.B) will power AI data centers on three conditions. Community consent is one of them.
Greg Abel told CNBC that Berkshire Hathaway Energy will serve hyperscalers only if other customers are protected, water is addressed and the community is willing.
Samsung Electro-Mechanics is up 449% on AI-server demand. It's still 42% below its high.
The Kospi's best stock of 2026 is a Samsung affiliate that makes the capacitors and substrates inside AI servers. It has risen 449% this year and still sits 42% under its 52-week high.
Bloom Energy (BE) is joining the S&P 500. Pelosi's household bought it in July, while it was falling.
S&P Dow Jones Indices named Bloom Energy to the S&P 500 on Friday. The same ticker turned up in a Pelosi periodic transaction report last month, bought on two falling days in late July.
Data center backlash is reshaping the U.S. AI buildout. The midterms are accelerating it.
Pennsylvania has fully permitted five of more than 100 proposed data centers. Trump is urging communities to accept the projects while candidates in both parties answer to voters who oppose them.
The Trade Desk (TTD) cuts 15% of staff as Zscaler (ZS) discloses layoffs hours earlier
The Trade Desk (TTD) told the SEC it will cut about 15% of staff, with $39 million to $51 million in charges. Zscaler (ZS) disclosed a 3% workforce cut ten hours earlier. They are the only two Item 2.05 filings on our watchlist inside the same 24 hours in a year.
Chinese AI lab Zhipu claims its domestic chips match Nvidia on per-token cost
The Chinese lab's first interim-results announcement as a listed company put a cost-parity claim against Nvidia GPUs in an exchange filing. The English translation also overstates what the Chinese says.
Japan is building AI satellites to speed missile targeting. The first contract was signed in January.
Nikkei says Japan's defense ministry will put AI on satellites to speed counterstrike decisions. The first prototype contract went to NTT Data on January 8.
Anthropic is hiring someone to make build-vs-buy calls on payments. Stripe supplies much of the stack today.
Anthropic's public job ad asks a staff engineer to decide where to extend third-party payment platforms and where to build its own. Stripe's own case study shows how much there is to decide about.
G42 is exploring US majority ownership. Its license-free chip access expires April 6, 2027.
Bloomberg reports G42 has held talks about selling control to a US buyer. The export rule that names the company sets a hard date of April 6, 2027.
USA Rare Earth (USAR) closes Serra Verde deal; $100 million DFC tranche discharged at closing
The closing 8-K mostly confirms what April and the July proxy already disclosed. The exception is the loan: the $100 million incremental tranche was deemed repaid at closing, leaving the initial tranche, last reported at $325 million as of June 30.