أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Hyperscale Data's shares reached an all-time low after the company announced its Michigan facility would transition from Bitcoin mining to AI workloads, signaling a strategic pivot away from cryptocurrency operations.

The article discusses AMD's strategic pivot toward AI inference as a potential growth driver, while noting that its current premium valuation increases the risk if expectations are not met.

The Trump administration is moving to expand tariffs on imported semiconductors, which may incentivize domestic manufacturing but could also disrupt supply chains and increase costs for tech industries.

Broadcom experienced a $520 billion decline in market value following a disappointing outlook, despite strong revenue growth.

The article notes that the ongoing AI buildout has been broadly supportive of equities, implying a general uplift for companies tied to AI development.

China's science and technology minister Yin Hejun called for global cooperation on AI governance ahead of a Xi-Trump summit, emphasizing opportunities and risks in AI development during a G20 meeting.

Berkshire Hathaway Vice Chairman Greg Abel told CNBC that there is growing nationwide opposition to data center construction, signaling increased pushback on infrastructure projects critical to AI and cloud computing growth.

Lyte, a private AI hardware company, raised $165 million in a funding round that tripled its valuation to $1.6 billion, signaling investor confidence in AI hardware applications.

The U.S.

The SEC proposed a regulatory update to Form TA-2 that would require transfer agents to report the number of share registers maintained on distributed ledgers, explicitly citing tokenization as a driver.

The article discusses the ongoing investment trend in AI stocks, noting recent volatility but maintaining a bullish long-term outlook for the sector.

The article compares two private companies, SpaceX and Anthropic, in the context of their potential IPOs, noting Anthropic's ambition to surpass SpaceX in IPO size.