SK Hynix AI memory cycle reshaped: a new memory boom-bust
The AI memory cycle reshaped narrative suggests the AI surge is altering the traditional memory boom-and-bust cycle by shifting emphasis to storage and access
South Korea AI boom winners: early leaders face
South Korea AI boom winners are highlighted as early beneficiaries of homegrown initiatives and big tech play, with inclusivity as the next growth hurdle for
AI credit cycle risk: Credit investors loaded up on
AI credit cycle risk underscores how AI capex-driven debt may erode issuer balance sheets or reshape IG/HY dynamics if AI growth falters. Updates as details
Singapore growth AI boost accelerates Q1—manufacturing and
Singapore growth AI boost signals a robust Q1 expansion as AI-driven manufacturing and services help offset higher crude prices, with policy focus on AI
AI earnings market winners losers: AI Boom Persists as Tech
The AI earnings market winners losers dynamic shows Alphabet surging while Microsoft and Meta lag, highlighting a split among hyperscalers in monetizing AI
AI boom parallels 1990s: Trump’s pitch misses the era’s key
The AI boom parallels 1990s reflect a political framing that faces economists’ skepticism, as confidence rests on broader forces beyond AI alone.
Activist fund Palliser Capital stake Toto promotion of chip
Activist fund Palliser Capital stake Toto promotion of chip parts business is not clearly supported by the sources, which describe Palliser pressuring SK
Larry Ellison AI investment Fuels $300B Fortune Amid
Larry Ellison AI investment highlights his strategic role in the AI sector, reflecting confidence in its transformative potential amid the tech industry's
South Korea SK Hynix shares Surge as AI Boom Fuels Market
South Korea SK Hynix shares have surged more than threefold in 2023, prompting warnings from the Korea Exchange about excessive volatility and market
South Korea stock market Surges 61% This Year on AI Growth
The South Korea stock market, driven by a booming AI sector and corporate reforms, has experienced a rapid surge, prompting cautious optimism among investors.