The Wire
Three days after announcing its record payout, Samsung fell as much as 7.3% Monday morning.
Samsung Electronics fell as much as 7.3% in Seoul trading Monday, three trading days after announcing a record 90 to 110 trillion won ($65.1B to $79.6B USD) payout. SK Hynix, which raised its own payout target the same week, held close to flat.
Countries are buying AI compute like oil reserves. Nvidia says it's already a $30 billion business.
Governments are buying AI compute as national infrastructure, and specialized neoclouds are renting out GPUs at scale, but the two overlap more than the headline numbers suggest. What it means for Nvidia, Oracle, CoreWeave, Nebius and IREN.
SK Hynix stock costs $1,248 a share in Korea. Will it follow Samsung with a split?
SK Hynix (SKHY) shares closed at 1.73 million won ($1,248) on Friday. Chairman Chey Tae-won says he would consider a split if enough people ask, though the company's own CEO has downplayed the idea.
The densest AI racks need liquid cooling. Vertiv (VRT), nVent (NVT) and Modine (MOD) sell the infrastructure.
Vertiv, nVent and Modine all sell into the AI liquid-cooling shift, but their growth, margins and customer concentration are not the same. A sourced, company-by-company comparison.
Trump's latest disclosure shows five Berkshire trades among 1,051 June transactions
President Trump's latest financial disclosure, filed August 12 and published August 22, lists 1,051 stock, bond and ETF transactions from June. Berkshire Hathaway (BRK.B) turns out to have been bought three times and sold twice that month, not purchased once as early coverage suggested, and the filing's largest single trade was a $5 million to $25 million sale of the Vanguard Dividend Appreciation ETF (VIG).
Korea's Kakao rose 3.48% on a rumor it would split in two. It fell 7.49% when the terms landed.
Kakao's board approved splitting the company into Kakao AI and Kakao X on August 21, 2026, and shareholders vote on it December 17. The market's first answer was to sell: Kakao closed down 7.49% at 35,800 won after a 30-minute trading halt.
An AI dating app signed up 160,000 college students. Match Group (MTCH) and Bumble (BMBL) have to be watching this.
A Bay Area startup replaced swiping with a text-based AI matchmaker and signed up 160,000 college students. Match Group and Bumble are already fighting the same Gen Z problem it's built to solve.
Nvidia (NVDA) fell six straight days. Earnings will test the $775 billion AI spending boom.
Nvidia enters its Aug. 26 earnings report on a six-session losing streak, its longest since 2022. It has beaten EPS estimates for 14 quarters straight, and the stock still fell the next day six of the last eight times.
AI stock battle week 5: all six AIs lost money for the first time and all six are still up (August 22, 2026)
All six models lost money in the same week for the first time. Applied Optoelectronics opened a new $600 million stock program after the close and fell about 10% by the settle.
Meta (META) gets $855 price target despite a 91% free cash flow drop
Meta (META) raised its 2026 AI capex guidance to $130-145 billion and free cash flow fell 91% last quarter to $784 million. BNP Paribas and Erste Group both still rate the stock a buy, betting the spending turns into ad and cloud revenue.
Lee Ainslie's Maverick Capital held 20 million Infleqtion (INFQ) shares in February. Now it has 1.4 million left.
Lee Ainslie's Maverick Capital has reported about $266 million of Infleqtion (INFQ) stock sales since May, and Friday's filing shows the wind-down is nearly finished. A stake that started at 20 million shares in February is down to 1.4 million, and an August misstep means Maverick owes Infleqtion a $299,922.51 check.
Korean investors poured $85.6M into Roundhill Memory ETF (DRAM) in one week. The fund already holds Samsung and SK Hynix.
Korean retail investors bought $85.61 million of the Roundhill Memory ETF in a single week, their second-biggest US purchase after Alphabet. The fund is 26.19% Samsung Electronics and 21.61% SK Hynix, two stocks they can buy at home in won.
Applied Optoelectronics (AAOI) filed to sell another $600 million of stock. It has already sold $1.1 billion of shares since March.
Applied Optoelectronics filed an equity distribution agreement after Friday's close to sell up to $600 million of common stock through Raymond James and Needham. It is the company's third such program of 2026. The first two sold about 8.1 million shares for $1.1 billion between March and August. The stock traded near $112 in the post-market, down about 10% from the close.
A Korean investor cashed out a savings account for chip stocks in July and lost close to half. Their parents' retirement money went into the same funds.
A 35-year-old cashed out a 100 million won savings account for Korean chip stocks in early July and has about 60 million won left. That was savings, not borrowed money. Korean household credit passed 2,000 trillion won for the first time, with loans outside mortgages growing faster than home loans.
Ken Griffin says Citadel has closed out 80% of Leopold Aschenbrenner's Situational Awareness risk
Griffin's first comment on the Situational Awareness purchase came in a Friday letter to clients. It took more than 100 block trades over $4 billion of market value to retire four fifths of the risk.
Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
Samsung promised shareholders $79 billion. Investors expected $108 billion.
Samsung Electronics approved the largest shareholder return in Korean corporate history on Friday, up to 110 trillion won. The market had been told to expect 150 trillion, and the stock traded lower after the close while Samsung's preferred shares rose 8.26%.
Palantir (PLTR) CEO Alex Karp filed to sell $86 million in stock after a 31% rally
Two SEC filings show Palantir CEO Alex Karp intends to sell $86.1 million in stock, the same week PLTR closed at a new high after its Q2 earnings beat.
Keel Infrastructure (KEEL) COO bought stock twice this week, and paid 14% less the second time
On Aug. 20, Keel Infrastructure's (KEEL) chief operating officer filed a second Form 4 in three days, buying more stock at $3.25, about 14% below what he paid on Aug. 17.
Anthropic could file for its IPO within days. Investors are discussing $2 trillion, twice the valuation it set in May.
Bloomberg reported on Aug. 20, 2026, that Anthropic may make its IPO filing public by the end of August. The company is considering an offering large enough to equal or top the record raise set by SpaceX (SPCX). For a potential October market debut, investors have floated a $2 trillion valuation, more than double the $965 billion figure Anthropic established in May.
Digi Power X (DGXX) CEO bought $72,000 of stock at $3.60, a day before shares jumped 9.5%
Michel Amar bought 20,000 Digi Power X shares for $72,000 on Aug. 19, the same week the stock fell 13% after earnings. No 10b5-1 box was checked. DGXX's last print the next day was up 9.5%.
FedEx and UPS are each getting about $2.7 billion to keep delivering for the military through 2030
FedEx and UPS were each awarded about $2.72 billion in a modified Pentagon contract for continued military package delivery, part of a $5.72 billion combined award with Polar Air Cargo Worldwide running through September 2030.
Broadcom (AVGO) is reportedly seeking more than $60 billion for a single AI deal
Broadcom is reportedly seeking more than $60 billion in debt, including lenders Blackstone and Apollo, for an AI infrastructure deal that would benefit Anthropic, Bloomberg reports.
The White House signals more drone deals within two weeks. So why did drone stocks drop today? (AVAV, UMAC, ONDS)
The White House signaled more drone funding deals within two weeks at its first 'Drone Dominance' meeting on August 20. AeroVironment, Unusual Machines, Ondas, Red Cat and Kratos all fell the same day anyway, in what looks like a broader selloff tied to rising bond yields, not the meeting.