The debate around SoFi is not merely whether its valuation is expensive, but whether it should be viewed as a bank or as a fintech platform expanding the boundaries of its services.
Google’s order backlog of nearly USD 514 billion means that the focus of AI capital expenditures is no longer only whether it dares to invest, but whether it can complete data centers and supporting infrastructure on time.
During a period of intensive AI infrastructure investment, AWS achieved its fastest revenue growth in 18 quarters, with its operating margin expanding to 39%. Incremental revenue in a single quarter exceeded USD 4.6 billion.
Kioxia’s latest results shift the focus of the NAND cycle from “whether demand is growing” to “how long high prices can be sustained.” Its quarterly revenue rose 71% quarter-on-quarter and 367% year-on-year, while its blended selling price in USD terms jumped 70% quarter-on-quarter, and bit shipm…
AI infrastructure investment is now transmitting from cloud vendors’ budget commitments to Taiwan’s packaging, power, server manufacturing, and component sectors.
The changes in South Korea’s stock market are not merely about the strength of semiconductor heavyweight stocks; expectations for policy funds reversed risk appetite in a short period of time.
The focus of AI capital expenditure is shifting from “who spends more” to “who can turn commitments into cash flow.” Google’s and Meta’s moves around Anthropic show that large technology companies are not only continuing to expand data centers, but are also using guarantees, leases, and compute r…
For this rebound in AI stocks, what is most worth watching is not that fundamentals suddenly improved, but the price repair after crowded positions were forced to clear out.
Microsoft lowered its 2026 capital expenditure guidance from USD 190 billion to USD 175 billion, which on the surface looks like AI investment is cooling. But this information cannot be directly understood as Microsoft reducing the construction of data centers.
What is most worth watching in Samsung’s conference call this time is not just that it said memory demand is strong, but that it gave more specific supply arrangements. The company said it plans to allocate 60–70% of total capacity to long-term supply agreements.