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Samsung Stock Drops 5.4% as AI-RAN Contracts Broaden the Chip Story
This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the memory-chip and network-equipment giant, signed AI radio-network deals with KT and SK Telecom. Its Seoul shares closed Monday down 5.43% at ?270,000, despite the ne…
Want in on Anthropic Before the IPO? Buy These 8 Stocks
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $…
South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of Reality
Quick Read South Korea's 512-GPU 'AI for All' program signals real demand for NVDA compute and SKHY memory but won't meaningfully move either company's earnings. Jensen Huang expects sovereigns and neoclouds to represent roughly half of NV…
Starbucks Upgraded, Ralph Lauren Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today's blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company's fu…
SK Telecom's SK Horizon Spinoff: A New AI Growth Engine for SKM?
To capitalize on the rapidly growing demand for AI infrastructure, SK Telecom Co. SKM plans to split its wholly owned subsidiary SK Broadband into two entities: the surviving SK Broadband and a newly established company, SK Horizon, dedica…
Here’s How Global Bond Managers Are Playing Higher Yields
Over the past week, trade negotiations between the U.S. and Canada broke down; U.K.-Russia tensions mounted after U.K. Prime Minister Andy Burnham reaffirmed his support for Ukraine; and the U.S. unveiled new sanctions on Iran in what Pres…
SK Telecom Launches AI Data Center Infrastructure Company 'SK Horizon' and Secures Investments from KKR and IMM
- SK Telecom further restructures its AI infrastructure business to enhance expertise, accelerate decision-making, and enable focused investment ① Plans to establish a new company 'SK Horizon' by spinning off SK Broadband's data center and…
SK Telecom Launches AI Data Center Infrastructure Company ‘SK Horizon’ and Secures Investments from KKR and IMM
SK Telecom further restructures its AI infrastructure business to enhance expertise, accelerate decision-making, and enable focused investment SK Telecom to oversee the AI data center business, SK Horizon to handle operations and expansion…
Zacks Investment Ideas feature highlights: SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom
For Immediate Release Chicago, IL – August 26, 2026 – Today, Zacks Investment Ideas features like SpaceX SPCX, Zoom Video ZM, Salesforce CRM, Amazon AMZN, Alphabet GOOGL, and SK Telecom SKM. Anthropic IPO: What It Means for Wall Street Ant…
Anthropic IPO Looms Founded in 2021 by former OpenAI employees Daniela and Dario Amodei, Anthropic has already become a household name. Although it is private, Anthropic is arguably the most important company on the planet currently. Beyon…
SK Telecom Co Ltd (SKM) (Q2 2026) Earnings Call Highlights: AIDC Expansion Drives 67. ...
This article first appeared on GuruFocus. Release Date: August 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points SK Telecom Co Ltd (NYSE:SKM) reported a strong 67.…
(RTTNews) - SK Telecom Co., Ltd. (SKM, 017670.KS), a wireless mobile phone operator in South Korea, on Wednesday reported higher net income in the second quarter compared with the previous year. For the second quarter, net income attributa…
Should Value Investors Buy SK Telecom Co. (SKM) Stock?
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly l…
Prediction: Nvidia-SK Hynix Partnership Will Make Both Stocks Big Winners
Just before last weekend kicked off, Nvidia (NASDAQ: NVDA) and SK Hynix (NASDAQ: SKHY) finished some business, signing the largest memory deal in history. As part of the partnership, SK Hynix's subsidiary, SK Telecom, will build a 2-gigawa…
Nvidia slips 4% as blockbuster AI spending spree triggers balance sheet jitters
Investing.com -- Investors are hitting the brakes on Nvidia (NASDAQ: NVDA). The chipmaker's stock dropped 4% on Monday after a staggering weekend of mega-deal announcements shifted Wall Street's focus from sky-high demand to balance-sheet…
Nvidia Strikes $500-Billion-Plus AI Infrastructure Partnership With SK Group
Nvidia (NVDA) has agreed to expand its partnership with South Korean conglomerate SK Group with a mo PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Zacks Industry Outlook Highlights America Movil, SK Telecom and SoftBank
For Immediate Release Chicago, IL – July 27, 2026 – Today, Zacks Equity Research discusses America Movil AMX, SK Telecom Co., Ltd. SKM and SoftBank Group Corp. SFTBY. Industry: Wireless, Non-U.S. Link: https://www.zacks.com/commentary/2960…
Why is Bernstein bullish on memory stocks after Samsung, Nvidia deals?
Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsun…
Nvidia, SK Group ink over $500B partnership amid South Korea's $950B AI initiatives
[Nvidia Corporation building in Taipei, Taiwan.] BING-JHEN HONG/iStock Editorial via Getty Images South Korea's SK Group and Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) have expanded their collaboration with an over $500B initiati…
SK Group, Nvidia sign $500bn deal for AI infrastructure
South Korea-based SK Group and Nvidia have announced a partnership worth over $500bn, aiming to establish AI infrastructure to meet rising global compute demands. The agreement, formalised through letters of intent, covers the construction…
Nvidia to invest $1B in Naver to boost South Korea AI factory infrastructure
[Nvidia headquarters in Santa Clara, California, USA] JHVEPhoto/iStock Editorial via Getty Images * Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) is investing $1B in South Korean internet conglomerate Naver (NHNCF [https://seekingal…
Samsung and SK Hynix unveil $950 billion US chip supply partnerships
Investing.com -- Samsung Electronics and SK Hynix will pursue memory-chip supply partnerships with major U.S. technology companies valued at a combined $950 billion, Reuters reported, citing South Korean presidential adviser Kim Yong-beom.…
SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory
NVIDIA $500-Billion-Plus NVIDIA-SK AI Initiative Spans SK Telecom's AI Factory of up to 2 Gigawatts and SK hynix's Long-Term AI Memory Partnership SK and NVIDIASK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive…
Nvidia to Invest $1 Billion in Naver and Expand SK Group Accord
(Bloomberg) -- Nvidia Corp. will invest $1 billion in Naver Corp. to help finance an AI data center under construction in South Korea, adding to a frenzy of deals by the world's most valuable company. Most Read from Bloomberg Retina Chip D…
3 Wireless Non-US Stocks Set to Brave Potent Industry Challenges
The Zacks Wireless Non-US industry is navigating a challenging environment marked by elevated infrastructure investments, margin pressure, supply chain disruptions due to geopolitical instability, ongoing global conflicts and elevated cust…
Is America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to…
NetApp's Enterprise AI Bet: Can DataPelago Buyout Accelerate Growth?
AI is transforming enterprise IT at an unprecedented pace. To capitalize on this booming trend, NetApp, Inc. NTAP recently acquired DataPelago, a startup specializing in AI data infrastructure. The deal expands NetApp's intelligent data in…
Samsung Becomes a Sisvel Wi-Fi Multimode Pool Licensee and Licensor
LUXEMBOURG, July 14, 2026--(BUSINESS WIRE)--Samsung Electronics has signed up as a licensee of the Sisvel Wi-Fi Multimode pool and has also become a licensor under the programme. The decision by the South Korean company - a global R&D powe…
SK Telecom (SKM) Announces Plan for 15GW AI Data Center Capacity
SK Telecom Co. Ltd. (NYSE:SKM) is one of the undervalued stocks to buy according to the Wall Street. On July 5, SK Telecom announced a plan to construct an AI data center capacity of up to 15GW, aiming to establish South Korea as a primary…
(RTTNews) - SK Telecom (SKM) unveiled plans to construct an AI data center with a capacity of up to 15GW, aiming to establish Korea as a leading AI infrastructure hub in Asia. The initiative comes as global demand for AI model training and…
SK Telecom Pursues 15GW AI Data Center Buildout, Aiming to Become Asia's AI Infrastructure Hub
Ulsan AI Data Center to expand to GW scale; 5GW to be activated in stages from 2029, reaching 15GW in total SK Group brings together full-stack AI infrastructure capabilities; SKT to spearhead the overall project Korea's third national inf…
SK Telecom Pursues 15GW AI Data Center Buildout, Aiming to Become Asia's AI Infrastructure Hub
Ulsan AI Data Center to expand to GW scale; 5GW to be activated in stages from 2029, reaching 15GW in total SK Group brings together full-stack AI infrastructure capabilities; SKT to spearhead the overall project Korea's third national inf…
Microsoft Takes Sisvel Wi-Fi Multimode Patent Pool Licence
LUXEMBOURG, June 30, 2026--(BUSINESS WIRE)--Microsoft has become a licensee of the Sisvel Wi-Fi Multimode pool. The US computer and software giant is the latest in a string of major companies to take a licence to the standard essential pat…
Is NVIDIA (NVDA) One of the Top High-Conviction Stocks to Buy According to Hedge Funds?
NVIDIA Corporation (NASDAQ:NVDA) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 8 that NVIDIA Corporation (NASDAQ:NVDA) announced a series of deals in South Korea with tech giants, which…
NVIDIA Corporation (NVDA): A Forever Stock to Buy amid Growing Business Ties in Korea
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)'s DSX platform to build a gigawatt-scale AI clo…
Is SK Telecom Co., Ltd. (SKM) A Good Stock To Buy Now?
Is SKM a good stock to buy? We came across a bullish thesis on SK Telecom Co., Ltd. on Bullseye Research's Substack by Bullseye Investing. In this article, we will summarize the bulls' thesis on SKM. SK Telecom Co., Ltd.'s share was tradin…