Escalating Middle East conflicts coincide with tech giants’ earnings season! From Korea’s deleveraging to the Philadelphia Semiconductor Index entering a bear market, markets await clear, quantifiable AI investment returns from these giants.

Global equity markets—and indeed global financial markets more broadly—are undergoing a complex, multi-faceted stress test driven by a sharp escalation in Middle Eastern geopolitical tensions, a resurgence of energy-driven inflation, and deleveraging of momentum in the AI computing power investment theme.

Zhitong Finance33minutes ago

SK Chairman: AI chip demand will double next year, and memory prices will rise further.

Choi Tae-won noted that overall memory storage demand is expected to increase by 50%–60% next year, while supply-side expansion plans are virtually nonexistent, causing the supply-demand gap to widen further. Global competition for supply has reached 'panic' levels, exerting additional upward pressure on memory prices. He warned that current high memory prices are 'abnormal' and difficult to pass on to end consumers; companies should not sustain high prices by restricting supply but instead expand output to grow the market.

wallstreetcn08:16

Nvidia on Edge as New Risks Emerge Ahead of Big Tech Earnings

Benzinga03:41

AI Boom Keeps Stock Volatility Elevated, but Market Risks Contained: SocGen

Seeking Alpha03:03

SA Asks: Are Memory Chipmakers Building Too Much Capacity?

Seeking AlphaJul 19 23:00

Trade Secrets Fight With OpenAI, China's Regulatory Nod and More: This Week in Appleverse

BenzingaJul 19 19:01