Company Analysis

Amazon Isn’t a Retail Company Anymore — It’s Becoming an AI Infrastructure Giant

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PRIME DAY 2026 $26.4B Record sales, beat estimates AWS GROWTH 20.2% Re-accelerating cloud segment ANTHROPIC STAKE $13B Direct equity, not just a customer deal Amazon Isn’t a Retail Company Anymore — It’s Becoming an AI Infrastructure Giant Behind the steady stock chart and the familiar retail business lies a deliberate, multi-front transformation — and it’s … Read more

Samsung & SK Hynix Announce $1.3 Trillion Investment: What It Means for AI, HBM, and NVIDIA

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TOTAL INVESTMENT $1.3T Samsung + SK Hynix · 10-year plan SK HYNIX HBM SHARE 62% Global HBM market · NVIDIA’s #1 supplier HBM MARKET 2028 $100B Up from $35B in 2025 · ~40% CAGR BREAKING · JUNE 29, 2026 The Announcement That Shook Global Markets This Morning At 2:00 PM Monday Seoul time, South Korean … Read more