TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 36:36 · $GALAXY-CORPORATION · K-pop AI startup Galaxy Corp targets overseas IPO after raising $150M
episode briefing
Bloomberg Tech

The Rising Price of the AI Race | Bloomberg Tech 8/24/2026

2026-08-24 · 11 company · 24 thematic
sentiment
3 bull0 bear8 neu
speakers
simon leopold

Covers AI infrastructure supply chain, memory markets, and data center economics. Provides deep technical analysis on Nvidia platforms and hyperscaler capex.

mike shepard

Bloomberg reporter covering technology policy and government from Washington D.C.

sharon chan

Covers Asian high-yield credit and tech issuers. Analyzes SoftBank's funding strategy, retail bond market access, and portfolio leverage options.

mark gurman

Managing editor for Bloomberg's consumer technology team and chief correspondent covering Apple and consumer hardware. He reports on product strategy, devices, and the technology supply chain.

ryan vlastelica

Ryan Vlastelica covers technology and markets for Bloomberg News, focusing on semiconductor stocks and market analysis.

sophie kim

Reports on Korean entertainment industry disruption by AI and robotics. Covers Galaxy Corp's robot idol strategy and physical AI applications.

quote
“GALAXY WAS FOUNDED AS A TV PRODUCTION STUDIO. ITS CURRENT ROSTER INCLUDES K-POP SUPERSTARS, AND THEY HAVE NOW OPENED A PARK IN SEOUL WHERE VISITORS CAN INTERACT WITH 15 DIFFERENT TYPES OF PRODUCTS. THEY PLAN TO OPEN UP NEW ROBOT THEMED PAR…”
—sophie kim
now playing · $GALAXY-CORPORATION
$NVDA···neutral· mediumsimon leopold
Raymond James sees Nvidia memory cost pass-through as manageable, expects buybacks
Memory cost increases are being passed to customers via 15% server price hikes, but Nvidia has long-term supply agreements and generates massive free cash flow; circular financing…
$NVDA···neutral· mediumsimon leopold
China revenue discounted due to unpredictability, older GPUs have multi-year useful lives
Any incremental China sales will be discounted by analysts because of unpredictable export controls; meanwhile older GPU generations remain useful for less demanding applications,…
$BABA···bullish· mediummike shepard
Alibaba's $56.5B AI capex pledge and management share purchases signal commitment
Alibaba is outspending Chinese peers on AI infrastructure with a $56.5B three-year capex plan, leading to top model rankings and 3B+ downloads; chairman and CEO buying shares in t…
$SFTBY···neutral· mediumsharon chan
SoftBank's ¥1T retail bond sale tests investor appetite amid $20B funding gap for OpenAI commitment
SoftBank is tapping Japan's retail bond market for cheaper yen funding to meet OpenAI commitments, but still faces a $20B shortfall after a $14B bridge loan maturing in March; the…
$AAPL···bullish· lowmark gurman
Gurman bullish on Apple foldable iPhone as China status symbol
Apple's upcoming foldable iPhone could succeed in China where foldable penetration is double global average, serving as a status symbol and expanding screen size.
$NVDA···neutral· mediumunknown
Nvidia trades at low multiple but needs accelerating demand to justify valuation
Nvidia shares up 13% YTD but down seven straight sessions; forward multiple looks cheap vs history but market needs evidence that hyperscaler data center spending will accelerate…
$BTC···bullish· mediumryan vlastelica
Bitcoin revival signals align with ETF inflows, liquidity improvement, lower regulatory risk
Bitcoin is showing revival signs with strongest ETF inflows since October, potential liquidity improvement from Treasury comments, lower regulatory risk premium, and a recent shor…
$HYPERLIQUIDneutral· lowunknown
Hyperliquid's Trade XYZ platform does $500B volume in 24/7 crypto derivatives
Hyperliquid's Trade XYZ platform enables non-expiring futures contracts on blockchain-based oil derivatives 24/7, generating $500B trading volume since October launch; lobbying to…
$GALAXY-CORPORATIONneutral· lowsophie kim
K-pop AI startup Galaxy Corp targets overseas IPO after raising $150M
South Korean entertainment startup blending AI characters with life-size robot idols, partnered with China's Unitree; raised ~$150M, opened Seoul park with 15 robot types, plans D…
$UNITREEneutral· lowsophie kim
China's first public humanoid maker Unitree partners with Galaxy for robot idols
Unitree, described as China's first publicly traded humanoid robot maker, provides hardware for Galaxy's AI idol robots while Galaxy contributes Korean software; cross-border part…
$NVDA···neutral· mediumryan vlastelica
Nvidia seen as high-quality but sentiment cooled; cheaper than Intel or AMD
Nvidia viewed as very high quality within AI/chips and cheaper than peers like Intel or AMD, but seven-day losing streak shows sentiment has deteriorated from the peak hype period…