WS #13587
Meta ordered to pay $567M in New Mexico child safety case, adding to $375M prior judgment; negative but manageable. SK Hynix's $38B fab investment and Solidigm's $3.5-7B pre-IPO funding signal strong AI memory demand, bullish for semis. Apollo's Torsten Slok warns AI capex boom is growing twice as fast as housing bubble; Burry warns of circular financing at Nvidia. China sanctions 6 US firms and tightens drone exports in response to US tariffs; US imposes 15% polysilicon tariffs.
Meta child safety fine
Meta ordered to pay $567M in New Mexico child safety case, adding to $375M prior judgment; negative but manageable.
SK Hynix's $38B fab investment and Solidigm's $3.5-7B pre-IPO funding signal strong AI memory demand, bullish for semis.
Apollo's Torsten Slok warns AI capex boom is growing twice as fast as housing bubble; Burry warns of circular financing at Nvidia.
China sanctions 6 US firms and tightens drone exports in response to US tariffs; US imposes 15% polysilicon tariffs.