https://aistockwire.com/blog/t1-energy-te-austin-fab-capex-data-center-costs-july-28-2026 AIStockWire en 2026-07-28T12:03:30.402Z T1 Energy raised its Austin solar fab budget 20% and blamed the Texas data center boom (TE) https://aistockwire.com/blog/anthropic-amodei-open-weights-ban-nvda-china-chips-july-2026 AIStockWire en 2026-07-28T00:41:56.609Z Anthropic says it never asked to ban open-weight AI. Dario Amodei does want China cut off from Nvidia (NVDA) chips. https://aistockwire.com/blog/micron-mu-chief-accounting-officer-sold-1000-before-drop AIStockWire en 2026-07-28T00:11:43.795Z Micron (MU) accounting chief sold 879 shares for $879,000, at exactly $1,000 each, two days before the 10% drop https://aistockwire.com/blog/ai-stock-battle-week-1-soun-crowd-trade-july-2026 AIStockWire en 2026-07-27T22:27:24.267Z We gave six AIs $10,000 each to pick small-cap AI stocks. Five bought the same one. https://aistockwire.com/blog/moskowitz-spacex-spcx-first-day-buy-disclosure-july-2026 AIStockWire en 2026-07-27T21:49:05.144Z Rep. Jared Moskowitz bought SpaceX on its first day of trading. The disclosure landed 44 days later, with the stock down 29%. https://aistockwire.com/blog/nvidia-naver-stake-ai-factory-sejong-1-billion AIStockWire en 2026-07-27T19:04:21.462Z Nvidia (NVDA) will own more of Korean internet company Naver than its founder does https://aistockwire.com/blog/earnings-week-msft-meta-fed-capex-july-27-2026 AIStockWire en 2026-07-27T16:43:21.808Z About $25 billion of Microsoft's (MSFT) AI budget is memory getting more expensive. Wednesday says whether that grew. https://aistockwire.com/blog/michael-burry-current-positions-mu-short-pltr-puts-track-record AIStockWire en 2026-07-27T15:51:04.026Z Michael Burry's picks: the Micron (MU) bet is up 17%. He has been averaging down on Lululemon (LULU) since 2025. https://aistockwire.com/blog/amazon-leo-5105-satellites-globalstar-gsat-spectrum-deal AIStockWire en 2026-07-27T14:46:49.642Z Amazon (AMZN) wants 5,105 satellites talking to your phone, on Globalstar (GSAT) spectrum it doesn't own yet https://aistockwire.com/blog/chips-erase-nasdaq-open-asml-mu-nvda-china-july-27-2026 AIStockWire en 2026-07-27T14:29:02.709Z Nasdaq futures were up over 1% and things looked good. Then chips tanked and took the whole gain with them, led by ASML, Micron (MU) and Nvidia (NVDA) (July 27, 2026) https://aistockwire.com/blog/cxmt-ipo-debut-466-percent-memory-shortage-sold-out-2027 AIStockWire en 2026-07-27T12:53:06.888Z ChangXin Memory (CXMT) closed up 466% on day one and is worth as much as Intel. Its factories are sold out through 2027. https://aistockwire.com/blog/cxmt-listing-foreign-selling-samsung-sk-hynix-july-27-2026 AIStockWire en 2026-07-27T12:23:57.178Z Korea signed $950 billion in AI deals, then foreign investors sold 2.9 trillion won of SK Hynix and Samsung (July 27, 2026) https://aistockwire.com/blog/nvidia-nvda-250-billion-openai-guarantee-ohio-data-center AIStockWire en 2026-07-27T00:30:00.517Z Nvidia (NVDA) is in talks to guarantee $250 billion of OpenAI's data center financing. The chips are another $350 billion. https://aistockwire.com/blog/fed-rate-hike-odds-july-29-fomc-kevin-warsh AIStockWire en 2026-07-26T23:46:45.078Z Fed rate hike odds went from 10.7% to 38% in nine days. AI stocks are the most exposed. https://aistockwire.com/blog/sk-hynix-skhy-q2-earnings-forecasts-july-29-2026 AIStockWire en 2026-07-26T22:49:23.674Z SK Hynix (SKHY) reports earnings Wednesday. Even the lowest forecast beats what it earned in all of 2025. https://aistockwire.com/blog/iran-ceasefire-odds-oil-chip-stocks-week-ahead-july-27-2026 AIStockWire en 2026-07-26T22:05:28.614Z US strikes on Iran paused. Oil fell more than 3%, and Micron (MU) and Nebius (NBIS) rose over the weekend https://aistockwire.com/blog/soundhound-soun-buying-liveperson-lpsn-42-million-deal AIStockWire en 2026-07-26T19:48:47.717Z SoundHound (SOUN) is paying $42.8 million for LivePerson. LivePerson's own bankers valued its equity at almost nothing. https://aistockwire.com/blog/micron-sk-hynix-nvidia-amd-best-ai-chip-stock-comparison AIStockWire en 2026-07-26T18:48:44.473Z If I had $1,000 for one AI chip stock, I'd buy SK Hynix (SKHY) over Nvidia (NVDA), Micron (MU) and AMD https://aistockwire.com/blog/broadcom-samsung-200-billion-2nm-foundry-hbm4-deal AIStockWire en 2026-07-26T18:07:52.551Z Samsung just signed a $200 billion deal with Broadcom (AVGO), a 32-year TSMC (TSM) customer. https://aistockwire.com/blog/hyperliquid-tokenized-stocks-sk-hynix-skhy-outtrade-crypto-july-2026 AIStockWire en 2026-07-26T17:09:39.157Z The busiest stock on Hyperliquid isn't Nvidia. It's SK Hynix (SKHY), and it out-traded Ethereum https://aistockwire.com/blog/michael-burry-bis-report-ai-circular-financing-oracle AIStockWire en 2026-07-26T17:04:48.371Z Michael Burry sent readers to a BIS report on AI's poorly disclosed deals. Oracle (ORCL) reports $638 billion in one line.