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Everything on Ground Truth tagged “markets” — 2 items.

SK Hynix's Nasdaq listing raises $26.5 billion, the largest first-time US listing by a foreign company ever News

SK Hynix raised $26.5 billion in a Nasdaq listing that topped Alibaba's record for the largest US IPO ever by a foreign company, priced on the strength of its dominance in the high-bandwidth memory that AI accelerators depend on.

Analysts warn Nvidia's AI boom is being propped up by a circular financing loop with the 'neoclouds' News

An IO Fund analysis details how Nvidia invests billions into GPU-rental 'neoclouds' like CoreWeave that then use that capital to buy Nvidia chips -- a self-reinforcing loop that includes a $6.3 billion Nvidia backstop obligating it to buy CoreWeave's unsold GPU capacity through 2032.