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The Marked Chart Wire · Tech and AI
Memory Chips
SK Hynix, Samsung and Micron fell sharply as investors worried about Chinese competition and a potential 2029 oversupply. Counterpoint expects DRAM prices to drop 23 percent in 2028 but stay well above 2025 levels.
Humanoid Robots
Schaeffler inaugurated a new facility in Taicang, China, dedicated to mass-producing actuators for humanoid robots.
Meta AI
Meta Platforms announced a stock split intended to help finance its artificial intelligence expenditures. The company's shares have risen 1,730 percent since its 2012 initial public offering.
HotAI Power
Bloom Energy stock has gained more than 150 percent in 2026. An analyst suggests the company is positioned to benefit from power constraints in the AI sector.
Anthropic
The AI company reported first-half 2026 revenue of $16.3 billion, a sharp increase from $1.1 billion in the same period last year. The firm noted significant spending on compute resources alongside the growth.
AI and chips
Stock declines and rising credit default swap spreads indicate mounting pressure on neoclouds. Solidigm reportedly withdrew its IPO filing, setting the stage for upcoming hyperscaler earnings.
Block AI
The company revealed a model that processes audio directly without text conversion. It was trained on human dialogue using a single NVIDIA hardware unit.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.