SK Group and NVIDIA have announced a $500 billion-plus partnership to develop AI infrastructure, including a 2-gigawatt AI factory by SK Telecom using NVIDIA's DSX platform and Vera Rubin accelerated computing. This initiative aims to meet growing global AI compute demand and includes a long-term collaboration between NVIDIA and SK hynix to co-develop next-generation AI memory like HBM. The partnership will boost South Korea's position as a global AI innovation hub with advanced AI services and infrastructure expected to come online starting 2027.
Mag-7 companies are forecasted to see earnings growth of 32.2% in the second quarter, compared to 26.0% for the S&P 500, marking the smallest growth difference since 2023. Nvidia is the primary driver, responsible for nearly 65% of the group's earnin...
NAVER, NVIDIA, and Brookfield announced plans to expand Korea's AI factory infrastructure at NAVER's GAK Sejong data center from 55 megawatts to 200 megawatts by 2028, with NAVER aiming for a gigawatt-scale AI infrastructure. This expansion will supp...
At age 58 with $350,000 in low-yield accounts, investing in three ETFs can optimize retirement savings: SPY for growth via U.S. mega-cap stocks, DGRW for rising dividend income from quality companies, and USFR for stability with floating-rate Treasur...
The semiconductor sector, which outperformed in early 2026, is experiencing a pullback in July due to profit-taking, high valuations, and unwinding of leveraged trades following a strong AI-driven rally. Despite declines, major semiconductor ETFs lik...
Yields on bonds climbed this week after Alphabet increased its capital expenditure forecast for AI development, sparking fears that other major tech companies like Amazon and Meta will follow. Fixed-income investors are demanding higher credit spread...
