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Technology

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Inside SK Hynix’s $720 billion bet to build enough memory for AI

TazaPulseAugust 13, 2026

In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker of high-bandwidth computer memory is investing $720 billion on what it says will be the largest network of memory factories in the world. SK Hynix, whose market cap has jumped more than fivefold in the past year...

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South Korea Kospi bull market: SK Hynix, Samsung surge

TazaPulseAugust 13, 2026

A man looks at a stock index board showing South Korea’s benchmark stock index (KOSPI) after the close of trading in Seoul on July 28, 2026. Greg Baker | Afp | Getty Images South Korea’s Kospi has staged a reversal from its latest rout, returning to bull-market territory as investors pile back into the country’s...

SK Hynix, Samsung, AI trade

TazaPulseAugust 13, 2026

Employees celebrate the close of trading for the year at the Korea Exchange (KRX) on Monday, Dec. 30, 2013. SeongJoon Cho | Bloomberg | Getty Images South Korean stocks rallied Thursday, lifting the benchmark Kospi into a technical bull market as a global revival in the AI trade fuels a sharp recovery after last month’s...

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Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback

TazaPulseAugust 13, 2026

CNBC’s Jim Cramer said Wednesday the AI data center trade is reclaiming its place at the center of the market. “Today was one of those days where if you bet against the data center, you got trampled,” the “Mad Money” host said. “Of course the best time to buy was when Situational Awareness was forced...

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Cerebras (CBRS) Q2 earnings report 2026

TazaPulseAugust 13, 2026

Andrew Feldman, co-founder and CEO of Cerebras Systems, speaks after the company’s initial public offering at the Nasdaq MarketSite in New York on May 14, 2026. Michael Nagle | Bloomberg | Getty Images Cerebras Systems raised its full-year guidance in the second earnings report following the chipmaker’s IPO in May. But the stock tumbled about...

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We’re encouraged by Wednesday’s benign inflation data and strong neocloud earnings

TazaPulseAugust 12, 2026

Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Wednesday’s key moments. 1. Stocks were modestly higher Wednesday on a subdued inflation report . The July consumer price index saw both the headline and core rates come in as expected, with gains...

Google’s Pixel 11 puts Gemini at center of AI phone battle with Apple

TazaPulseAugust 12, 2026

Google Pixel 11 Launch Source: Google Alphabet on Wednesday unveiled its new Pixel 11 smartphone lineup, putting its most agentic version of Gemini yet at the center of the devices just weeks before Apple is expected to roll out a rebuilt Siri powered by Google’s AI models. The new lineup includes the Pixel 11, Pixel...

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5 things to know before the market opens Wednesday

TazaPulseAugust 12, 2026

1. Pricing pressures People shop for groceries at a Wegman’s store in Brooklyn on July 13, 2026 in New York City. Spencer Platt | Getty Images July’s consumer price index is due out this morning. If the monthly reading comes in modestly, it could give the Federal Reserve justification to not hike interest rates in...

Meta and Nvidia plant flag in open-weight AI race led by Chinese Labs

TazaPulseAugust 12, 2026

(L to R) Jensen Huang, President and CEO of Nvidia Corporation, Google CEO Sundar Pichai and Mark Zuckerberg, CEO of Meta, arrive for a U.S. Senate bipartisan Artificial Intelligence Insight Forum at the US Capitol in Washington, D.C., on Sept. 13, 2023. Andrew Caballero-reynolds | Afp | Getty Images Last month, American tech giants came...

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AI’s costly buildout complicates the Fed’s inflation fight

TazaPulseAugust 12, 2026

SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in Tokyo, Japan Feb. 3, 2025. Kim Kyung-Hoon | Reuters Silicon Valley leaders from Elon Musk to OpenAI CEO Sam Altman have hyped the deflationary effects of the artificial intelligence boom. “Intelligence too cheap to meter is well...