Jensen Huang turned a weekend in Seoul into a sovereign AI roadshow, and the headline act dropped Sunday night: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and SK hynix unveiled a multiyear technolog

Better Buy: Sandisk or Nvidia Stock?

09:12pm, Sunday, 07'th Jun 2026
Nvidia's GPU business is a bit more stable than Sandisk's NAND business. Sandisk is currently growing faster than Nvidia.
This new ranking also showcases tech giants Alphabet, Microsoft, Meta and Cisco, propelled by high scores for innovation, financial strength and AI readiness
SpaceX plans to use some of its IPO proceeds to procure additional GPUs from Nvidia. SpaceX may also build on its prior acquisition history and pursue new businesses to buy following the IPO.
SK Hynix on Monday ​announced a multi-year ‌technology partnership with Nvidia , saying the ​deal would ​advance next-generation memory for ⁠global AI ​data centres.
Nvidia said ​on Monday that ‌South Korean internet conglomerate ​Naver would ​use its technology ⁠to build ​AI factories ​at gigawatt scale to meet rising ​global ​demand for AI serv
NAVER to Build NVIDIA DSX-Based AI Factories at Gigawatt Scale to Power Agents and Physical AI NAVER to Build NVIDIA DSX-Based AI Factories at Gigawatt Scale to Power Agents and Physical AI
Korea's Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI Korea's Leading Telco to Add NV
Collaboration Supports Next-Generation Memory Codevelopment With NVIDIA's AI Infrastructure Roadmap and Expands Supply for the Accelerating Global AI Factory Buildout Collaboration Supports Next-Gener
Amazon, Alphabet, and Microsoft are all scaling up custom AI chips to run more of their own workloads. Together with Meta, the four are on track to spend roughly $725 billion on capital expenditures i

USD Implodes 17% And June 8th Could Be Worse

01:22pm, Sunday, 07'th Jun 2026
A 2x leveraged semiconductor ETF will eventually give you a day like June 5, 2026.
Demand for Nvidia's specialized data center hardware has been off the charts, driving incredible revenue growth. Investors will quickly find that the current valuation isn't expensive based on the com
Tom Yeung here with your Sunday Digest.  When people talk about the year “1999,” most investors will immediately tense up.
The AI infrastructure buildout is still running faster than the physical chips required to support it.
Meta (NASDAQ: META | META Price Prediction) and NVIDIA (NASDAQ: NVDA) both just delivered headline-grabbing quarters, but from opposite sides of the AI capex trade.
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