• Ronny Mor
  • •
  • 5 Min Read
  • •
  • 2 hours ago

SKN | OpenAI’s Massive Mac Purchase Signals a New AI Infrastructure Trend as Anthropic Turns to AWS

OpenAI and Anthropic are reportedly taking different approaches to using Apple hardware for artificial-intelligence workloads, highlighting how AI infrastructure is…
SKN | OpenAI’s Massive Mac Purchase Signals a New AI Infrastructure Trend as Anthropic Turns to AWS
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 2 hours ago

SKN | SK hynix Eyes Japan Memory Fab JV as AI Demand Drives Global Capacity Expansion

SK hynix is studying the feasibility of a joint venture to manufacture memory chips in Japan as the global artificial-intelligence…
SKN | SK hynix Eyes Japan Memory Fab JV as AI Demand Drives Global Capacity Expansion
  • omer bar
  • •
  • 6 Min Read
  • •
  • 3 hours ago

SKN | Tesla Ends Solar Roof After Years of Scaling Challenges — What Does It Mean for TSLA Stock?

Tesla has ended sales of its premium Solar Roof tiles after years of challenges in scaling production and installations, marking…
SKN | Tesla Ends Solar Roof After Years of Scaling Challenges — What Does It Mean for TSLA Stock?
  • omer bar
  • •
  • 5 Min Read
  • •
  • 5 hours ago

SKN | Uber Exhausted Its 2026 AI Budget in Four Months — How the Company Is Bringing Costs Under Control

Uber’s rapid adoption of artificial intelligence exposed a challenge increasingly facing large technology companies: AI usage can scale much faster…
SKN | Uber Exhausted Its 2026 AI Budget in Four Months — How the Company Is Bringing Costs Under Control
  • Lior mor
  • •
  • 6 Min Read
  • •
  • 1 day ago

SKN | Nvidia vs. AMD: How the AI Boom Created a $96.2 Billion Revenue Divide

  When ChatGPT emerged in late 2022, Nvidia and AMD were generating quarterly revenue at broadly similar levels, according to…
SKN | Nvidia vs. AMD: How the AI Boom Created a $96.2 Billion Revenue Divide
  • Ramil
  • •
  • 6 Min Read
  • •
  • 1 day ago

SKN | Big Tech Faces a Pivotal Week as Apple Leadership Transition and Tesla Robotaxi Event Take Center Stage

  The coming week could bring two closely watched developments for the global technology sector, according to the attached market…
SKN | Big Tech Faces a Pivotal Week as Apple Leadership Transition and Tesla Robotaxi Event Take Center Stage
  • sagi habasov
  • •
  • 7 Min Read
  • •
  • 1 day ago

SKN | OpenAI Moves to Cut Off Cursor Models as Rivalry With Musk’s SpaceX Escalates

  OpenAI plans to cut off access to its artificial intelligence models for Cursor, the fast-growing coding platform now owned…
SKN | OpenAI Moves to Cut Off Cursor Models as Rivalry With Musk’s SpaceX Escalates
  • omer bar
  • •
  • 7 Min Read
  • •
  • 1 day ago

SKN | China’s CXMT Challenges Pentagon Over ‘Chinese Military Company’ Designation

  China’s leading memory-chip producer ChangXin Memory Technologies, or CXMT, has launched a legal challenge against the Pentagon after being…
SKN | China’s CXMT Challenges Pentagon Over ‘Chinese Military Company’ Designation
  • orshu
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | IREN Expands AI Infrastructure Ambitions as Cloud Revenue Accelerates and ARR Reaches $1 Billion

  IREN Ltd. reported fiscal fourth-quarter 2026 results on August 27, 2026, highlighting the company’s accelerating transition from cryptocurrency mining…
SKN | IREN Expands AI Infrastructure Ambitions as Cloud Revenue Accelerates and ARR Reaches $1 Billion
  • omer bar
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | Workday Expands AI Leadership as Subscription Growth and Enterprise Adoption Accelerate

  Workday Inc. reported strong fiscal second-quarter 2027 results on August 27, 2026, highlighting accelerating adoption of artificial intelligence solutions…
SKN | Workday Expands AI Leadership as Subscription Growth and Enterprise Adoption Accelerate
  • Lior mor
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | Marvell Technology Expands AI Infrastructure Momentum as Data Center Growth Drives Outlook

  Marvell Technology reported strong second-quarter calendar 2026 results, exceeding revenue expectations as demand for artificial intelligence infrastructure and advanced…
SKN | Marvell Technology Expands AI Infrastructure Momentum as Data Center Growth Drives Outlook
  • sagi habasov
  • •
  • 5 Min Read
  • •
  • 2 days ago

SKN | China’s CXMT Returns to Profit as Memory Chip Demand Fuels Record Revenue Growth

  China’s CXMT has delivered a significant financial turnaround, highlighting the strength of global demand for memory chips as artificial…
SKN | China’s CXMT Returns to Profit as Memory Chip Demand Fuels Record Revenue Growth

Hot Spot

Sectors Status

SectorWeight (%)YTD Return
All Sectors100.00%+15.59%
Technology32.19%+22.89%
Financial Services13.78%+5.45%
Industrials10.50%+44.59%
Consumer Cyclical9.44%+1.92%
Healthcare9.32%+14.53%
Communication Services8.98%-0.35%
Energy4.78%+34.47%
Consumer Defensive4.30%+6.43%
Basic Materials2.79%+20.29%
Real Estate2.02%+9.52%
Utilities1.90%+4.64%