• Ronny Mor
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  • 5 Min Read
  • •
  • 1 hour ago

SKN | Can OpenAI and Samsung’s Chip Partnership Reshape the Next Phase of AI Infrastructure?

OpenAI Expands Its Semiconductor Strategy OpenAI is deepening its relationship with Samsung Electronics as the artificial-intelligence company moves further into…
SKN | Can OpenAI and Samsung’s Chip Partnership Reshape the Next Phase of AI Infrastructure?
  • Ronny Mor
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  • 5 Min Read
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  • 5 hours ago

SKN | Nebius CEO: AI Compute Demand Is Already Stretching Into 2028 as Customers Seek Tens of Thousands of GPUs

Demand for computing infrastructure dedicated to artificial intelligence is extending well beyond the traditional planning horizon, with customers already seeking…
SKN | Nebius CEO: AI Compute Demand Is Already Stretching Into 2028 as Customers Seek Tens of Thousands of GPUs
  • sagi habasov
  • •
  • 5 Min Read
  • •
  • 6 hours ago

SKN | CoreWeave CEO: AI Demand Will Continue to Overwhelm Global Compute Capacity

The demand for computing power required by artificial intelligence continues to grow at a pace that challenges the industry’s ability…
SKN | CoreWeave CEO: AI Demand Will Continue to Overwhelm Global Compute Capacity
  • Lior mor
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  • 6 Min Read
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  • 7 hours ago

SKN | Meta Launches Muse as Personal AI Agents Move From Answers to Action

Meta has launched Muse, a personal AI agent designed to do more than answer questions by taking actions on behalf…
SKN | Meta Launches Muse as Personal AI Agents Move From Answers to Action
  • sagi habasov
  • •
  • 5 Min Read
  • •
  • 7 hours ago

SKN | Apple Set to Unveil New iPhones as Investors Watch AI and Foldable Strategy

Apple is preparing to unveil its latest iPhone lineup on Wednesday, September 9, in an event that could have implications…
SKN | Apple Set to Unveil New iPhones as Investors Watch AI and Foldable Strategy
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 9 hours ago

SKN | S&P 500 Pulls Back as AI Disruption Fears Hit Software Stocks and Oil Prices Rise

  U.S. equities ended lower on September 8 as renewed concerns about AI-driven disruption in the software industry combined with…
SKN | S&P 500 Pulls Back as AI Disruption Fears Hit Software Stocks and Oil Prices Rise
  • Ronny Mor
  • •
  • 5 Min Read
  • •
  • 10 hours ago

SKN | Can SAP’s AI Platform Deliver the Breakthrough Investors Are Waiting For?

SAP Bets on a New AI Platform to Change the Narrative SAP is attempting to reset investor expectations around its…
SKN | Can SAP’s AI Platform Deliver the Breakthrough Investors Are Waiting For?
  • Arik Arkadi Sluzki
  • •
  • 6 Min Read
  • •
  • 10 hours ago

SKN | ChatGPT Surpasses 1 Billion Monthly Mobile Users: Can OpenAI Convert Scale Into Enterprise Growth?

  ChatGPT has crossed a major usage threshold, with Similarweb data indicating that monthly active users of its iPhone and…
SKN | ChatGPT Surpasses 1 Billion Monthly Mobile Users: Can OpenAI Convert Scale Into Enterprise Growth?
  • Lior mor
  • •
  • 8 Min Read
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  • 10 hours ago

SKN | Reddit Says Google Search Still Needs Its Content: Can RDDT Turn Human Engagement Into Greater Bargaining Power?

  Reddit is entering a strategically important phase in its relationship with Google as artificial intelligence reshapes how consumers discover…
SKN | Reddit Says Google Search Still Needs Its Content: Can RDDT Turn Human Engagement Into Greater Bargaining Power?
  • omer bar
  • •
  • 7 Min Read
  • •
  • 10 hours ago

SKN | Meta Puts Muse Under a $300,000 Bug Bounty: Can Security Keep Pace With Agentic AI?

  Meta is expanding its security testing around Muse, its new personal AI agent, by putting the system under a…
SKN | Meta Puts Muse Under a $300,000 Bug Bounty: Can Security Keep Pace With Agentic AI?
  • Ronny Mor
  • •
  • 7 Min Read
  • •
  • 10 hours ago

SKN | Google and Blackstone’s $5 Billion AI Cloud Venture Faces Data-Center Delays: Can Project Braid Stay on Track?

  Google and Blackstone’s $5 billion AI infrastructure venture is encountering delays at several planned data-center locations, according to the…
SKN | Google and Blackstone’s $5 Billion AI Cloud Venture Faces Data-Center Delays: Can Project Braid Stay on Track?
  • sagi habasov
  • •
  • 6 Min Read
  • •
  • 11 hours ago

SKN | Can Google and Blackstone Overcome the Data-Center Bottlenecks Threatening AI Expansion?

Project Braid Encounters the Physical Limits of AI Growth Alphabet and Blackstone’s ambitious cloud-computing venture is confronting a problem increasingly…
SKN | Can Google and Blackstone Overcome the Data-Center Bottlenecks Threatening AI Expansion?

Hot Spot

Sectors Status

SectorWeight (%)YTD Return
All Sectors100.00%+15.49%
Technology32.43%+23.66%
Financial Services13.66%+4.43%
Industrials10.64%+46.46%
Consumer Cyclical9.23%-0.44%
Healthcare9.17%+12.57%
Communication Services8.95%-0.86%
Energy4.95%+38.99%
Consumer Defensive4.25%+5.23%
Basic Materials2.77%+19.13%
Real Estate2.02%+9.49%
Utilities1.94%+6.84%