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South Korea’s Samsung saw its market capitalization surpass $1 trillion as semiconductor demand rose. SK Hynix hit a record high and Alphabet advanced on a $200 billion Anthropic deal. AI firms DeepSeek and Anthropic pursue large valuations while analysts note sector momentum.
SemaforSouth Korea’s Samsung saw its market capitalization surpass $1 trillion as demand for semiconductors soared. Fellow chipmaker SK Hynix reached a record high the same day. Alphabet leapt on news of a $200 billion deal with Anthropic.
DeepSeek is seeking funding at a $45 billion valuation. Anthropic is expected to agree a new round at $900 billion. OpenAI’s March valuation was $852 billion, which made it the second-most valuable private company in the world at the time.
Paul Meeks, Head of Technology Research at Freedom Capital Markets, said AI infrastructure demand is reviving semiconductor momentum. He remains bullish on AMD growth. Meeks prefers Nvidia’s valuation.
He warned that Intel execution risks remain high. JJ Kinahan, Cboe Global Markets senior vice president of retail expansion and alternative investment products, said retail investors continue to be very bullish overall.
nypost.comSuper PACs tied to Anthropic and OpenAI have spent more than $37 million on congressional primaries this cycle. The groups have outspent candidates in some races and focused on candidates who back differing approaches to AI regulation.
flipboard.comPresident Trump met Anthropic CEO Dario Amodei at the G7 summit and described talks on restoring access to Fable 5 and Mythos 5 as progressing. The company disabled the models for all users after an administration order to block foreign nationals.
techcentral.co.zaAmazon Web Services is in early talks to sell its Trainium chips outside its own data centers. The move follows statements in Andy Jassy’s April shareholder letter projecting a potential $50 billion annual run rate.