$SK hynix(SKHY)$ SKHY is going to use Intel's manufacturing site in Ohio. That should help them speed up production in the US. They are partnering with INTC.
$SK hynix(SKHY)$ For anyone on the short side, this probably isn't a comfortable setup. It was at 178 after hours, and there's a chance it could head toward 180 by morning.
$Dell Technologies Inc.(DELL)$ Investors will likely start buying again once they realize everyone will be piling back into AI and data center related names, because the market overreacted to the AI slowdown talk over the weekend. The slowdown chatter was really about ASI, artificial super intelligence. Regular AI should keep moving fast. The code base between regular AI and ASI projects is different, so there isn't much reason to slow down regular AI work. The ASI concern centers on recursive self-improvement, where the AI writes its own code instead of humans rewriting it, and the idea of ASI surpassing all human capabilities.
$Bloom Energy Corp(BE)$ Is it just me, or is it interesting that billions in incoming buy orders usually show up near the end of a runup, but this AI news actually tanked the stock that week?
$Bloom Energy Corp(BE)$ Seems poised to leap back into the long view parallel channel, which would imply new highs if it can get back to the median path. Hopefully it does not get rejected.