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1.
Jim Cramer says investors are too focused on AI stocks. Here’s where he says to look instead (cnbc.com)
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We got more defensive last week as Wall Street raised the bar for AI stocks (cnbc.com)
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China's YMTC aims to become the world's largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix (tomshardware.com)
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Situational Awareness, star AI hedge fund that nearly imploded, now being probed by the SEC (techcrunch.com)
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How 'Situational Awareness' Hedge Fund Dropped 67% in AI Stock Rout (slashdot.org)
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Why a U.S. sovereign wealth fund for AI is harder than it sounds (feeds.feedburner.com)
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Situational Awareness down 67% in July in AI stock rout (news.ycombinator.com)
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Situational Awareness Down 67% in July in AI Stock Rout (news.ycombinator.com)
9.
One of Wall Street’s most-watched AI investors just sold off all his stocks. Here’s why (feeds.feedburner.com)
10.
The loss of Situational Awareness (theverge.com)
11.
Jim Cramer says software's comeback could be the blueprint for AI stocks' next rally (cnbc.com)
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The Download: OpenAI’s predictable hack, and an AI stock sell-off (technologyreview.com)
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Jim Cramer issues a warning to investors trading with borrowed money (cnbc.com)
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CXMT stock soars in China IPO as investors pile into the memory boom (feeds.feedburner.com)
15.
Memory chip stocks down again today: Why SK Hynix shares are tumbling after its record-breaking IPO (feeds.feedburner.com)
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Apple unveils Siri AI makeover as Tim Cook bids farewell (feeds.bbci.co.uk)
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‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands (cnbc.com)
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The Chip Craze Is Turning a Glass Company and a Toilet Maker Into AI Stocks (feeds.content.dowjones.io)
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This AI stock was left for dead. Now traders are betting big on a comeback (cnbc.com)
20.
Samsung crosses $1 trillion valuation as AI frenzy drives historic rally, lifting shares over 15% (cnbc.com)
21.
Oracle stock price falls, taking Nvidia and other AI chip giants with it: Why tech are shares reeling today? (feeds.feedburner.com)
22.
AI chip and tech stocks are falling again after gloomy Oracle earnings reignite bubble fears. Here’s the latest (feeds.feedburner.com)
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Hot tech stocks are tumbling: Why Tesla, Palantir, Nvidia, and others are leading a market sell-off today (feeds.feedburner.com)
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Hot tech stocks are tumbling: Why Tesla, Palantir, Nvidia, and others are leading a market selloff today (feeds.feedburner.com)
25.
The AI Boom Is Looking More and More Fragile (feeds.content.dowjones.io)
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