AI Memory, Chip Stocks Fall as South Korean Peers Tumble After SK Hynix's US Debut

Seeking Alpha25minutes ago

Looking Beyond the S&P 500? This Vanguard Tech ETF Has Averaged 25% Annual Returns

Benzinga16:09

AI is compelling Apple to accelerate its R&D pace, completing the tape-out of the M7 chip just six months after the launch of the M6 chip.

① According to renowned journalist Gurman, Apple has completed tape-out of the M7 chip, which is expected to launch in the first half of next year. The company also plans to release the M7 Pro and M7 Max by the end of 2027, followed by the M7 Ultra in 2028. ② Starting with the M6, Apple has broken its traditional SoC release cycle to accelerate AI upgrades and is already developing the M8 chip, which is expected to be manufactured using Taiwan Semiconductor’s 1.4-nanometer process and enter mass production in 2028.

cls.cn13:14

Claude Fable 5 delayed again, OpenAI lifts restrictions on Sol, AI user competition intensifies

Anthropic and OpenAI are competing for the same user base in the most direct manner, with the rivalry extending beyond model capabilities to a comprehensive contest over access rights and pricing strategies. On July 12 local time, Anthropic announced it would extend the subscription access period for Claude Fable 5 across all paid plans by an additional seven days, until July 19, while maintaining the 50% weekly usage quota increase for Claude Code. Less than an hour after this announcement, OpenAI immediately responded by temporarily removing the five-hour usage limit on Codex for Plus,

wallstreetcn10:37

Has Wall Street reached its limit? The AI megacap firms' insatiable appetite for debt is now being met with a sharp market sell-off.

① Although NVIDIA and SpaceX are still able to borrow at relatively low interest rates, their newly issued bonds have quickly declined in the secondary market, disappointing investors who typically favor trading such bonds; ② Meanwhile, Amazon is having to pay an unusually high interest rate—by its own standards—to complete its bond issuance, reflecting investors’ newly cautious stance.

cls.cn09:45

Elon Musk's Feud With Sam Altman, Howard Lutnick's Message and More: This Week in Tech

BenzingaJul 12 21:01