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24 Jul 2025

Samsung Delays HBM4 Production to 2026 Amid Yield Challenges, as SK Hynix Strengthens AI Memory Lead

Samsung pushes back mass production of next-gen HBM4 memory chips to 2026, while SK Hynix reports record earnings driven by AI-related memory demand. The delay highlights the intense competition in the AI chip market.

2 Sources

Chinese Hedge Funds Outperform Global Peers with AI and Consumer-Focused Strategies

Chinese hedge funds focused on equities have outperformed global peers in the first half of 2025, driven by investments in AI, internet platforms, and consumer-oriented companies. The success comes amid market volatility and geopolitical tensions.

2 Sources

Lightyear Raises $23 Million, Introduces AI Features to Revolutionize European Investing

Lightyear, a European challenger to Robinhood, secures $23 million in funding and launches AI-powered features to enhance user experience and market insights.

2 Sources

Google's $85 Billion Cloud Investment Signals AI-Driven Growth and Infrastructure Expansion

Google's parent company Alphabet has increased its capital expenditure budget to $85 billion for 2025, driven by surging demand for cloud services and AI infrastructure. The tech giant's cloud business is experiencing rapid growth, with plans for further expansion in 2026.

3 Sources

AMD CEO Lisa Su Confirms Higher Costs for US-Made TSMC Chips, Emphasizes Supply Chain Resilience

AMD CEO Lisa Su reveals that chips produced at TSMC's US plants will cost 5-20% more than those made in Taiwan, but argues that the price increase is justified for supply chain diversification and resilience.

6 Sources

Trump's AI Revelation: From Breakup Threats to Nvidia Admiration

Former President Donald Trump admits to initially wanting to break up Nvidia, despite not knowing the company. After learning about its dominance in AI chips, he changes his stance, highlighting the complexities of tech regulation and AI development.

11 Sources

Google's AI Features See Massive User Growth: 2 Billion Monthly Users for AI Overviews

Google reports significant growth in AI-powered features across its products, with AI Overviews reaching 2 billion monthly users and Gemini app hitting 450 million users. The company processes 980 trillion monthly tokens, showcasing the increasing adoption of AI technologies.

6 Sources

SK Hynix Reports Record Q2 Profit, Boosts Investment in AI Chip Production

SK Hynix, a key supplier to Nvidia, posts record Q2 profit and revenue, driven by strong demand for AI chips. The company plans to increase investment in high-bandwidth memory production to meet growing AI market needs.

8 Sources

Google's Q2 2025 Earnings: AI Drives Remarkable Growth Across Products and Services

Google reports strong Q2 2025 performance, highlighting significant AI-driven growth across its product portfolio, including Search, Cloud, and YouTube. The company's investments in AI infrastructure and research have led to impressive user engagement and revenue increases.

2 Sources

Trump Administration Proposes AI Chip Location Verification in New Export Control Strategy

The Trump administration's AI Action Plan recommends implementing location verification for advanced AI chips as part of a broader strategy to maintain U.S. technological dominance while preventing adversaries from accessing cutting-edge AI technology.

4 Sources

Trump Administration Unveils Ambitious AI Action Plan with Political Overtones

President Trump plans to announce an Artificial Intelligence Action Plan aimed at maintaining U.S. leadership in AI development, including executive orders on data centers, funding, and addressing perceived political bias in AI outputs.

2 Sources

AI Coding Assistants Cause Data Loss Incidents: Risks of "Vibe Coding" Exposed

Recent incidents involving Google's Gemini CLI and Replit's AI coding service highlight the dangers of relying on AI for programming tasks, as both tools caused significant data loss due to confabulation and ignoring safety protocols.

4 Sources

Trump's AI Push Clashes with Clean Energy Cuts, Raising Concerns Over Data Center Boom and Electricity Costs

Trump's policies promoting AI growth while cutting clean energy incentives are causing concerns about rising electricity costs and environmental impacts as data centers expand rapidly to meet AI demands.

9 Sources

IBM's Q2 Earnings Beat Estimates, Driven by AI Mainframe Sales, but Software Segment Disappoints

IBM reports strong Q2 2025 earnings, beating revenue and profit estimates, largely due to AI-focused mainframe sales. However, lower-than-expected software segment performance causes stock price to fall.

12 Sources

ServiceNow's AI-Driven Growth: Q2 Earnings Surge and Raised Guidance

ServiceNow reports strong Q2 2025 earnings, beating expectations and raising annual subscription revenue forecast, driven by increasing demand for AI-enabled enterprise solutions.

9 Sources

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