• sagi habasov
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  • 5 Min Read
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  • 39 minutes ago

SKN | Applied Materials Posts Record Q4 Results as AI Chip Demand Drives Revenue and Earnings Growth

  Applied Materials delivered record fourth-quarter and full-year fiscal 2026 results, supported by accelerating investment in semiconductor manufacturing and infrastructure…
SKN | Applied Materials Posts Record Q4 Results as AI Chip Demand Drives Revenue and Earnings Growth
  • Lior mor
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  • 7 Min Read
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  • 39 minutes ago

SKN | Cerebras Raises 2026 Outlook as AI Cloud Revenue Surges, but Profitability Remains a Challenge

  Cerebras Systems delivered record third-quarter revenue as demand for high-speed artificial intelligence computing continued to expand across cloud providers…
SKN | Cerebras Raises 2026 Outlook as AI Cloud Revenue Surges, but Profitability Remains a Challenge
  • sagi habasov
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  • 4 Min Read
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  • 2 hours ago

SKN | Lawsuit Seeks to Halt Frontier AI Development at OpenAI, Google and Anthropic

A group of technology-focused nonprofits has launched a legal challenge against several of the world’s leading artificial intelligence companies, seeking…
SKN | Lawsuit Seeks to Halt Frontier AI Development at OpenAI, Google and Anthropic
  • Ronny Mor
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  • 5 Min Read
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  • 2 hours ago

SKN | IMF Watches AI Valuations Closely as Investors Reassess the Sector’s Profitability

The International Monetary Fund is closely watching recent volatility in artificial intelligence-related equities as investors question whether the sector’s elevated…
SKN | IMF Watches AI Valuations Closely as Investors Reassess the Sector’s Profitability
  • Lior mor
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  • 5 Min Read
  • •
  • 2 hours ago

SKN | AMD Expands Quantum Computing Push With Investment in PsiQuantum

  AMD is expanding its involvement in quantum computing through an equity investment in PsiQuantum, linking one of the semiconductor…
SKN | AMD Expands Quantum Computing Push With Investment in PsiQuantum
  • Arik Arkadi Sluzki
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  • 5 Min Read
  • •
  • 2 hours ago

SKN | Fed’s Barr Warns AI Could Bring Serious Job Disruption and Widen Inequality

The Federal Reserve is increasingly examining artificial intelligence not only as a productivity opportunity but also as a potential source…
SKN | Fed’s Barr Warns AI Could Bring Serious Job Disruption and Widen Inequality
  • Ronny Mor
  • •
  • 4 Min Read
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  • 6 hours ago

SpaceX Plans $74 Billion AI Supercomputing Investment in Texas and Arizona

SpaceX Expands Its AI Infrastructure Ambitions SpaceX plans to invest more than $74 billion in two supercomputing campuses in Texas…
SpaceX Plans $74 Billion AI Supercomputing Investment in Texas and Arizona
  • Ronny Mor
  • •
  • 6 Min Read
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  • 13 hours ago

Megaspeed’s Australian Corporate Links Raise New Questions in Nvidia Investigation

Megaspeed International, a Singapore-based cloud-computing company under scrutiny in a broader Nvidia-related controversy, has registered affiliates in several countries using…
Megaspeed’s Australian Corporate Links Raise New Questions in Nvidia Investigation
  • Lior mor
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  • 5 Min Read
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  • 20 hours ago

SKN | South Korea’s Lee Says Samsung Chip Packaging Plant Will Spur $30 Billion in Equipment Outlays: Will Back-End Scale Close the HBM Gap?

South Korean President Lee Jae Myung stated on Thursday, November 12, 2026, that Samsung Electronics’ 6 trillion won ($4.48 billion)…
SKN | South Korea’s Lee Says Samsung Chip Packaging Plant Will Spur $30 Billion in Equipment Outlays: Will Back-End Scale Close the HBM Gap?
  • sagi habasov
  • •
  • 5 Min Read
  • •
  • 21 hours ago

SKN | Wall Street Rallies on CoreWeave Surge Before Nvidia Plunges 9% After Hours: Will Leadership Turmoil Stall the AI Rebound?

U.S. equity benchmarks rallied on Wednesday, November 11, 2026, led by a sharp rebound in semiconductor shares after CoreWeave delivered…
SKN | Wall Street Rallies on CoreWeave Surge Before Nvidia Plunges 9% After Hours: Will Leadership Turmoil Stall the AI Rebound?
  • Lior mor
  • •
  • 6 Min Read
  • •
  • 1 day ago

SKN | Tesla Extends Cybertruck Production Through Summer 2027 to Address Order Backlog

  Tesla has extended the planned production period for its Cybertruck electric pickup, with Chief Executive Elon Musk announcing that…
SKN | Tesla Extends Cybertruck Production Through Summer 2027 to Address Order Backlog
  • Ronny Mor
  • •
  • 6 Min Read
  • •
  • 1 day ago

SKN | Semiconductor Volatility Surges as AI Spending Uncertainty Raises Market Risk

  The semiconductor sector is experiencing a significant increase in market volatility as investors reassess the financial and strategic implications…
SKN | Semiconductor Volatility Surges as AI Spending Uncertainty Raises Market Risk

Hot Spot

Sectors Status

SectorWeight (%)YTD Return
All Sectors100.00%+13.28%
Technology30.89%+15.55%
Financial Services13.88%+4.06%
Industrials10.41%+40.46%
Healthcare10.27%+23.78%
Consumer Cyclical9.82%+3.91%
Communication Services8.48%-7.85%
Energy4.89%+34.90%
Consumer Defensive4.80%+16.52%
Basic Materials2.53%+6.72%
Real Estate2.06%+9.42%
Utilities1.97%+6.63%