South Korea Exports Jump 68.7% in August on Semiconductor Boom
South Korea’s August exports surged 68.7% year-on-year to $98.2 billion, driven by chip demand, the Ministry of Trade reported.
US-Iran Tensions Escalate: Trump Threatens Kharg Island Oil Hub
US strikes on Larak Island and Iranian missile retaliation on Jordan reignite Strait of Hormuz risk. Treasury vows weekly sanctions as oil markets watch Kharg Island threat.
Cerebras Systems Expands AI Data Center Footprint to Finland
Cerebras Systems (NASDAQ: CBRS) launched a new AI data center in Mikkeli, Finland, as the company’s price-to-sales valuation draws scrutiny.
Nvidia’s $229-to-$217 Plunge: Fed Clues Behind the Reversal
Nvidia shares swung wildly Friday, dropping 4.6% on 24 billion shares traded. Here’s what the reversal reveals about Fed policy bets and tech-sector positioning.
Tower Semiconductor: $460M Revenue Record Fuels $250 Price Target
Tower Semiconductor posted record Q2 2026 revenue of $460 million as silicon photonics reshapes its business. An analyst now sees a $250 price target ahead.
Oil Jumps Over 2% as US Strikes Iran, Tehran Hits Back at Jordan Bases
Brent crude rose to $89.96 and WTI to $85.00 a barrel after US forces struck an Iranian island in the Strait of Hormuz and Iran retaliated against US bases in Jordan.
CZ Says Bitcoin Could Overtake Gold — But the Gap Is Still 10x
Binance founder Changpeng Zhao predicts Bitcoin, near $79,700 and a $1.6 trillion market cap, could eventually surpass gold’s value in the next bull cycle.
Marvell Scores $12B Google Bet, Eases Amazon Fears in AI Chip Race
Marvell lands a landmark Google chip deal tied to purchases through 2033 and a new Amazon Trainium 3 agreement, reshaping the custom AI silicon market.
Bessent’s G20 Tightrope: Tariffs, Iran Sanctions and Bond Jitters Collide
Treasury Secretary Scott Bessent heads into G20 talks in Asheville facing tariff fights, Iran-linked sanctions, and rising US bond yield concerns. Here’s what’s at stake for markets.
Semiconductor ETFs Ride the AI Boom: What $5,000 Buys You Now
A look at how AI-focused semiconductor ETFs are structured around Nvidia, AMD, Broadcom and Micron, and what that concentration means for investors weighing a $5,000 bet on chips.