Analysis: US Tech Giants Expected to Maintain Existing AI Investment Plans in the Short Term

Odaily: As the global tech stock selloff spreads to Asia, the wealth of SoftBank Group founder Masayoshi Son and several other Asian business tycoons has shrunk significantly. According to calculations, as of 10 a.m. Beijing time, the combined wealth of 22 billionaires from China, Japan, South Korea and other countries who rank among the world's 500 richest people had fallen by more than $21 billion, later narrowing to over $18 billion.Masayoshi Son suffered the largest loss, with his personal wealth dropping by $3.9 billion to approximately $29 billion. Companies at the core of the AI boom were hit the hardest. Billionaires whose personal wealth shrank by at least $1 billion include Takemitsu Takizaki, founder of electronic sensor manufacturer Keyence, and Chang Chien-sheng, Singapore's richest person and chairman of semiconductor packaging and testing company ASE Technology Holding. The family of Lee Jae-yong, a Samsung Electronics shareholder, including his mother and sister, saw their combined wealth shrink by approximately $2.5 billion. The family is one of the wealthiest in Asia.

Odaily reports that according to Lookonchain monitoring, a whale sold 674.32 million PUMP 7 hours ago for $2.59 million USDC, incurring a loss of $409,000.

Odaily reports that the latest report from market research firm Counterpoint shows major memory suppliers are expected to set new revenue records in Q4, driven by the launch of next-generation HBM products and continued price increases. In Q3 2026, Samsung ranked first in the DRAM market with a 38% share; SK Hynix posted stronger quarter-over-quarter growth, with revenue up more than 40% QoQ, regaining some market share; Micron grew strongly on the back of AI data center memory demand, but at a slower pace than Samsung and SK Hynix; CXMT's market share rose from 5% in the same period last year to 9%.

Odaily: "White-haired stock guru" Serenity cited the latest WSJ data in a post on X, stating: "Anthropic's growth rate is indeed somewhat astonishing. As of October this year, its latest annualized revenue (run rate) has already exceeded $80 billion. This figure clearly exceeds previous market expectations. The market had generally expected its annualized revenue run rate to be around $70 billion, with a fluctuation of a few billion dollars. However, Anthropic should probably still delay its IPO. Given that the market is currently undergoing a wave of liquidations, doing so might also help ease the liquidity pressure on other AI companies."

According to Odaily: Gate data shows that the Nikkei 225 index closed down 5.96% at 57,434.77 points; South Korea's KOSPI index closed down 6.02% at 5,059.65 points, hitting a new low since April. SK Hynix fell more than 10%.

According to Lookonchain monitoring, a whale that had been dormant for over a year withdrew 1,286 BTC from Binance today, worth approximately $98.03 million, at an average withdrawal price of about $76,230. This whale had previously deposited 5,699 BTC into Binance, worth approximately $509 million, at an average deposit price of $89,291. The price at which the BTC was withdrawn this time is significantly lower than the previous deposit price, which may suggest that the whale is repositioning at lower levels.