https://aistockwire.com/blog/ai-inference-custom-silicon-stocks-nvda-avgo-mrvl-amd AIStockWire en 2026-08-18T20:03:18.965Z For the first time, more money is going into running AI than building it. What that means for Nvidia (NVDA), Broadcom (AVGO), Marvell (MRVL) and AMD https://aistockwire.com/blog/sk-hynix-hbm4-nvidia-price-estimate-samsung-august-2026 AIStockWire en 2026-08-18T19:13:38.751Z SK Hynix’s (SKHY) HBM4 may cost Nvidia (NVDA) nearly twice as much as HBM3E. Samsung wants the same deal. https://aistockwire.com/blog/spacex-spcx-13f-twenty-hedge-funds-35-billion-august-2026 AIStockWire en 2026-08-18T17:58:21.534Z Twenty hedge funds disclosed $35 billion of SpaceX (SPCX). D1 Capital put 62% of its portfolio into it https://aistockwire.com/blog/kospi-record-high-reversal-samsung-sk-hynix-august-2026 AIStockWire en 2026-08-18T17:35:25.848Z Foreigners drove the Kospi to a record high on Samsung and SK Hynix. Local institutions sold the whole gain the same day. https://aistockwire.com/blog/nokia-nok-mainland-china-exit-site-closures AIStockWire en 2026-08-18T16:13:14.275Z Nokia (NOK) is cutting 1,600 jobs and closing its main China R&D hub, with reports of a near-total mainland exit by year end https://aistockwire.com/blog/aschenbrenner-situational-awareness-q2-13f-sandisk-micron-august-2026 AIStockWire en 2026-08-18T15:29:19.486Z Leopold Aschenbrenner's latest filing shows he closed 13 of his 16 options positions and moved more than half his fund into SanDisk and Micron https://aistockwire.com/blog/claude-ai-agentic-trading-week-9-indi-stopped-out-nvts-gap AIStockWire en 2026-08-18T14:48:35.683Z I let Claude AI trade $100 on Robinhood week 9: it wrote down why indie Semiconductor (INDI) was a bad buy, then bought it https://aistockwire.com/blog/berkshire-hathaway-alphabet-googl-doubled-q2-13f-august-2026 AIStockWire en 2026-08-18T14:27:32.266Z Warren Buffett's Berkshire nearly doubled its Alphabet (GOOGL) stake, now bigger than Coca-Cola https://aistockwire.com/blog/ai-networking-optics-stocks-anet-avgo-cohr-alab AIStockWire en 2026-08-18T00:35:12.894Z An AI model trains across 100,000 chips that all have to talk at once. The stocks that wire them: Arista (ANET), Broadcom (AVGO), Coherent (COHR) and Astera Labs (ALAB) https://aistockwire.com/blog/keel-insider-buying-ceo-coo-bought-stock-august-2026 AIStockWire en 2026-08-17T23:32:00.718Z KEEL's CEO and COO just bought $296,000 of stock after an ugly quarter https://aistockwire.com/blog/datadog-ddog-directors-sold-20-million-insider-selling-august-2026 AIStockWire en 2026-08-17T21:56:03.158Z Two Datadog (DDOG) directors sold $20 million of stock on the same day https://aistockwire.com/blog/what-is-a-form-144-kratos-ceo-ktos-stock-sale AIStockWire en 2026-08-17T21:04:28.252Z Kratos' CEO had to announce his $19 million KTOS sale before he made it. That filing is a Form 144. https://aistockwire.com/blog/ecb-ai-stock-market-correction-warning-august-2026 AIStockWire en 2026-08-17T19:49:09.617Z ECB researchers say an AI stock market correction is likely, even if AI delivers. European households hold €440 billion of US tech stock. https://aistockwire.com/blog/robinhood-ventures-fund-ii-rvii-y-combinator-startups-august-2026 AIStockWire en 2026-08-17T18:27:04.231Z Robinhood's second venture fund (RVII) is a bet on 80 Y Combinator startups. It opened below its $25 IPO price. https://aistockwire.com/blog/bitdeer-btdr-cso-basit-fozan-insider-buy-august-2026 AIStockWire en 2026-08-17T17:32:16.125Z Another Bitdeer (BTDR) executive bought the stock near the post-earnings lows https://aistockwire.com/blog/koreans-sold-kospi-rebound-foreigners-profit-august-2026 AIStockWire en 2026-08-17T16:44:14.038Z Foreigners made money in Korea's market all year. The locals sold them the rebound. https://aistockwire.com/blog/druckenmiller-iren-13f-hedge-funds-dilution-ceo-pay-august-2026 AIStockWire en 2026-08-17T15:50:11.672Z Druckenmiller bought $4 million of IREN. Bridgewater sold 96% of its stake the same quarter https://aistockwire.com/blog/nvidia-nvda-openai-ohio-ports-pike-guarantee-august-2026 AIStockWire en 2026-08-17T15:22:10.262Z Nvidia (NVDA) is now backing OpenAI's data-center lease in Ohio https://aistockwire.com/blog/korean-won-structural-weakness-overseas-investment-august-2026 AIStockWire en 2026-08-17T14:49:28.785Z Korea is selling more chips than ever, but the won won't strengthen. The Bank of Korea says 70% of the pressure is Koreans moving money abroad. https://aistockwire.com/blog/ai-sector-rotation-mrvl-avgo-next-leg AIStockWire en 2026-08-17T01:10:10.930Z The AI trade rotates to a new sector every week. Which one is it going to be this week? https://aistockwire.com/blog/tempus-ai-tem-stock-deep-dive AIStockWire en 2026-08-16T23:45:03.553Z Tempus AI (TEM) just turned its first profit. Its stock is still half off its high. https://aistockwire.com/blog/ai-power-equipment-stocks-gev-vrt-etn-pwr-powl AIStockWire en 2026-08-16T23:03:32.190Z AI GPU arrives in weeks. The power gear behind it takes years: GE Vernova (GEV), Vertiv (VRT), Eaton (ETN), Quanta (PWR) and Powell (POWL) https://aistockwire.com/blog/samsung-sk-hynix-record-payout-300-trillion-won-august-2026 AIStockWire en 2026-08-16T22:39:29.679Z Samsung could return $141 billion a year to shareholders as SK Hynix weighs $70 billion payout