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NYTIMES (Daisuke Wakabayashi and Jason Karaian) - Samsung Made More Profit Last Quarter Than the Last Two Years Combined

The A.I. boom has propelled the South Korean tech giant’s earnings, but its shares sank as investors had even loftier expectations.

THEAMERICANCONSERVATIVE (David Brady) - Technology Stocks Face Uncertainty Following Previous Day Sell-Off

State of the Union: Worries over an AI bubble and rate hikes helped to drive down tech stocks. The post Technology Stocks Face Uncertainty Following Previous Day Sell-Off appeared first on The American Conservative .

The NASDAQ composite index ended Tuesday down 2.2 percent, a dive driven by falling tech stocks. AI and chip stocks spearheaded the decline, with key companies like Tesla (TSLA ), and Nvidia (NVDA ) down 5.82 and 3.91 percent respectively over the past five days.  One key driver of the decline was fear ahead of earnings reports from Micron Technology, a key chipmaker, after market close on Wednesday. Micron fell 13 percent on the day, alongside the South Korean chipmakers Samsung Electronics and SK Hynix, which fell 12 percent over the same period.  These declines come as major AI companies, OpenAI and Anthropic, plan to offer shares on the public markets, raising questions about their long-term profitability.  Corporate Investment in…Open

NYTIMES (Andrew Ross Sorkin, Bernhard Warner, Sarah Kessler, Michael J. de la Merced, Niko Gallogly, Brian O’Keefe and Ian Mount) - Is China Closing the A.I. Gap Faster Than Expected?

Silicon Valley and corporate America are increasingly turning to cheaper, open-source artificial intelligence models built in China.