Keyword → COHR

Nvidia's $750 Billion AI Financing Deals Trigger 6% Chip Sector Selloff — Samsung, SK Hynix Post Worst Drops in Decades

A semiconductor selloff tied to Nvidia's $750 billion in AI infrastructure financing deals erased over a trillion dollars in chip-sector market value, with South Korea's Kospi tumbling nearly 11% and Samsung Electronics posting its worst single-day decline in almost two decades. SK Hynix fell more than 14%, while ASML dropped over 8% after reports that a Chinese state-backed firm began mass-producing advanced lithography equipment. The rout, which spread to U.S. trading, reflects deepening investor doubt about circular AI financing arrangements just as the Federal Reserve prepares its rate decision Wednesday.

Nvidia Chips Rally Ahead of GTC 2026 as Jensen Huang Teases 'World-Surprising' AI Chip

Nvidia shares gained approximately 1.6% Friday ahead of the company's marquee annual developer conference, GTC 2026, set to begin Monday in San Jose, California. CEO Jensen Huang has teased a 'world-surprising' chip announcement expected to center on the Vera Rubin AI architecture and the Feynman next-generation GPU platform, with Wall Street analysts broadly maintaining buy ratings and price targets implying substantial upside.

Apple Unveils iPhone 17e at $599 and M4 iPad Air, Kicking Off Its Most Ambitious Hardware Cycle in Years

Apple launched the iPhone 17e at $599 on Monday, doubling base storage to 256GB while adding MagSafe support, alongside a new M4-powered iPad Air — the opening salvo of what analysts say could be the company's most significant product refresh in recent memory. Pre-orders open March 4, with availability across more than 70 countries beginning March 11.