SK hynix: The HBF And HBS Bet You Don't Want To Miss
SK hynix leads HBM with ~50% share as Samsung closes in; HBF/HBS could reshape AI memory. Click for more on SKHY stock.
SeekingAlphayesterdaySKHY
Micron: The Q4 Report Has Impossible Expectations
Micron faces extremely high expectations ahead of its earnings, with the risk of disappointment despite likely headline beats. Click for this MU update.
SeekingAlphayesterdaySKHY
Broadcom’s AI Boom Has A Memory Problem
Broadcom guided fourth-quarter gross margin to 73% from 78% a year ago as memory content inside its AI chips climbs. Shares fell on record results.
BenzingayesterdaySKHY
NetApp, Hewlett Packard Enterprise And Other Big Stocks Moving Lower In Thursday’s Pre-Market Session
U.S. futures rose, but NetApp fell 8.2% after earnings. Ultragenyx plunged 45% on a failed trial; HPE, Methode and others also traded lower premarket.
BenzingayesterdaySKHY
Penguin Solutions: Not A Good Way To Invest In Memory (Downgrade)
Penguin Solutions is downgraded to sell as it looks overbid on cyclical memory-driven earnings, weak margin, and premium valuation vs peers. Click for more.
SeekingAlpha2 days agoSKHY
What Is Going On With Micron Tech Stock on Wednesday?
Micron stock faces labor strike risks in Taiwan alongside semiconductor tariff uncertainty, even as booming AI memory demand keeps global supply tight.
Benzinga2 days agoSKHY
Gary Black Warns Tesla Risks Falling Behind in the Self-Driving Race: ‘Unsupervised Autonomy Is Becoming Table Stakes’
Tesla risks falling behind in the self-driving race as competitors invest heavily in autonomous driving technology.
Benzinga2 days agoSKHY
Micron's 2028 Risk Is Fading
Micron Technology remains mispriced because of persistent memory scarcity, delayed supply additions, and accelerating AI demand. Read more on MU stock here.
SeekingAlpha3 days agoSKHY
Under the Radar: 5 Stocks Riding Asia's Next Growth Wave
Most American investors have a fairly limited map of Asia. They know Japan because Japanese stocks have finally awakened after several lost decades. They know China because it generates a steady supply of enormous
Benzinga3 days agoSKHY
Micron’s Largest Production Base Faces Strike Over 83 Months’ Pay
Micron workers in Taiwan threaten a strike over 83 months’ pay, raising supply risks as booming AI memory demand tightens the market.
Benzinga3 days agoSKHY
What's Going On With Micron Technology Stock Today?
Micron stock slipped 2% premarket as investors weighed semiconductor tariff uncertainty and broader tech weakness against booming AI memory demand.
Benzinga3 days agoSKHY
SK hynix: Cheap Despite A Historic Memory Boom
SK hynix surges on HBM4 mass production, strong margins, and long-term contracts. Click for more on SKHY stock.
SeekingAlpha10 days agoSKHY
What's Going On With Dell Technologies Stock Tuesday?
Dell stock spikes 4%+ as it unveils hybrid AI strategies, enterprise PC growth, and high-performance tech partnerships.
Benzinga10 days agoSKHY
What's Going On With Micron Technology Stock Tuesday?
Gartner predicts memory revenue will soar to $837B in 2026, putting Micron, Samsung, and SK Hynix in the spotlight.
Benzinga10 days agoSKHY
The AI Trade Deleveraged, Its Suppliers Didn't
AI trade outlook: fundamentals may drive returns as leverage unwinds.
SeekingAlpha11 days agoSKHY
Memory Stocks Slide as Trump Threatens 50% Tariffs on Canadian Autos, Steel in 2027: Stock Market Today
US equities mixed as tech stocks drag Nasdaq 100 lower, Trump escalates trade fight with Canada, and Fed Chair Warsh speaks at Jackson Hole.
Benzinga11 days agoSKHY
Micron CEO Sounds Alarm on AI Memory Crunch — Supply May Not Catch Up Until 2028 as Demand Keeps Growing: MU Stock Falls 4% (UPDATED)
Micron CEO Sanjay Mehrotra said memory supply shows no sign of catching up with AI-driven demand, citing long-term customer deals.
Benzinga11 days agoSKHY
What's Going On With Micron Technology Stock Monday?
Micron stock fell 4% premarket as tech pulled back. Shares hold long-term gains despite short-term pressure ahead of Sept earnings.
Benzinga11 days agoSKHY
Micron: Don't Get Shaken Out
Micron Technology is DRAM-focused, and DRAM memory is expected to remain tighter for longer vs. NAND. Read why MU stock is a Strong Buy.
SeekingAlpha11 days agoSKHY
Reported Earlier, 'SK hynix Says No Decision Has Been Made on Building a Semiconductor Plant in Japan' - MK
https://www.mk.co.kr/en/business/12133294
Benzinga14 days agoSKHY
NVIDIA Could Snap up Korean AI Chip Startup Rebellions in Latest AI Power Play
NVIDIA (NASDAQ: NVDA) explores a potential AI chip partnership or acquisition with Rebellions. Get the latest NVDA premarket and stock news.
Benzinga14 days agoSKHY
SK Hynix May Take Its Memory Boom to Japan With Massive New Factory
SK hynix (SKHY) rises 2.2% premarket. Analysts hold a Consensus Buy with a $245.50 average price target as regional expansion looms.
Benzinga14 days agoSKHY
SK hynix: The Buyback That Gets Worse As The Stock Gets Better
SK hynix Inc.âs â©40T stock buyback vs. July Nasdaq sale: pricing, cash impact, and capex tradeoffs amid bond selloff. Click for this SKHY stock update.
SeekingAlpha14 days agoSKHY
Why Is SK Hynix Stock Surging on Thursday?
SK Hynix (NASDAQ: SKHY) gains momentum after announcing a 40 trillion won ($29 billion) share buyback and expanded free cash flow return targets.
Benzinga15 days agoSKHY
SK Hynix: When The Company Trades This Cheap, I Buy
SK Hynix rated Strong Buy on AI-driven HBM demand, surging Q2 â26 revenue and strong liquidity.
SeekingAlpha15 days agoSKHY
Carillon ClariVest International Stock Fund Q2 2026 Portfolio Update
Top securities include SK hynix, Samsung Electronics, Yageo Corporation, Taiwan Semiconductor and Kioxia Holdings. Read more here.
SeekingAlpha15 days agoSKHY
SK hynix: This Could Be The Deal Of The Decade
SK hynix (SKHY) earns a strong buy on AI-driven memory demand, surging Q2 results, low forward P/E and buybackâsee key upside catalysts and risks now.
SeekingAlpha15 days agoSKHY
Samsung Tumbled Nearly 8% in Seoul Even as AI Demand Drives Chip Prices Up To 15%
Samsung raised advanced chipmaking prices by up to 15% as AI demand fills key production lines, even as shares fell nearly 8%.
Benzinga15 days agoSKHY
SK Hynix’s $28.6 Billion Buyback Meets KSMH’s Launch: Is Korea’s AI Memory Trade Back in Focus?
SK Hynix’s $28.6B buyback and KSMH’s launch put Korea’s AI semiconductor trade back in focus as Samsung and memory stocks navigate fresh volatility.
Benzinga16 days agoSKHY
Investors Should Position For Humanoid Robot Boom—Here's A Picks-And-Shovels Play; First mRNA Cancer Vaccine Succeeds
Please click here for an enlarged chart of Moderna Inc (NASDAQ:MRNA). Note the following: This article is about the big picture, not an individual stock. The chart of MRNA stock is being used to illustrate
Benzinga16 days agoSKHY
Cathie Wood Says Elon Musk's Tesla Playbook Explains Why She's Avoiding SK Hynix and Micron
Cathie Wood explains why Elon Musk's Tesla strategy shapes her cautious view on SK Hynix, Micron and the AI memory boom.
Benzinga16 days agoSKHY
Stripe’s $8 Billion OpenRouter Deal Reveals Where the AI ETF Trade Is Actually Expanding
Stripe’s $8B OpenRouter AI deal highlights the rising value of AI infrastructure and these two ETFs are giving investors exposure.
Benzinga16 days agoSKHY
Cathie Wood Says Investors Should Avoid Memory Chip Stocks: Micron, SK Hynix in Focus (UPDATED)
Cathie Wood said she's avoiding memory-dependent AI chip stocks, calling the memory shortage a warning sign rather than a buy signal.
Benzinga16 days agoSKHY
Wall Street Breakfast Podcast: Canada Buys 72 Hours
Canadian tariffs delayed, Keystone revived? Robot stock opened up 629% on day one. SK Hynix just announced a huge buyback.
SeekingAlpha16 days agoSKHY
Magnachip: SiC Overtures Are Welcome, But Ongoing Portfolio Transformation Remain Iffy
MX pivots to a pure-play power semiconductor (MOSFET/IGBT) and SiC strategy with Navitasâyet margins, revenue, and cash flow lag. Click to read my analysis.
SeekingAlpha16 days agoSKHY
Three Bubbles, One Liquidity Problem: The Market Is Running Out Of Room
U.S. deficits, record leverage and the AI capex boom may collideâraising yields and tightening funding.
SeekingAlpha17 days agoSKHY
The S&P 500's 50% Earnings Boom Comes With A Giant Asterisk
Alphabetâs EPS beat boosted Q2 earnings and record margins. Click for more on GOOG and where the big tech leaders are likely to lead the broader market.
SeekingAlpha18 days agoSKHY
Samsung and SK Hynix Have Soared Over 100% in 2026, But Korea’s ‘Dr. Doom’ Says the KOSPI Rally Could Be Running Out of Steam: Here's Why
On Sunday, South Korea’s “Dr. Doom” warns the AI-fueled KOSPI rally could lose steam and fall below 5,000.
Benzinga18 days agoSKHY
What Could Intel (INTC) Returning To Memory Mean For Investors?
Intel (NasdaqGS: INTC) CEO has signaled a possible return to the memory market, positioning the company as a potential rival to Micron and SK Hynix. The move would mark a shift for Intel, which previously exited the memory segment after divesting related operations. A renewed focus on memory could expand Intel's product mix and affect how it competes and partners across the semiconductor industry. To see how this potential move by Intel fits into a wider build out of computing and data...
Yahoo19 days agoSKHY
Dow Jones Futures: Nvidia Leads 5 Stocks In Buy Areas, Walmart Due; Market Ready To Run?
The S&P 500 and Nasdaq look ready to run, but they haven't quite done so. Sandisk surged but must do this. Walmart, Target loom.
Yahoo19 days agoSKHY
SK Hynix Approved $38 Billion of New Memory Fabs That Won't Produce a Chip Before December 2028
The memory giant's newly approved plants won't open cleanrooms until late 2028 and mid-2029. What happens to memory prices in the meantime?
Yahoo19 days agoSKHY
SK Hynix Is Surging. Here’s How ETF Traders Are Playing the AI Memory Boom
SK Hynix’s AI-memory rally is fueling a rush of leveraged ETFs. Here are 7 funds offering 2X long or inverse exposure to the chipmaker.
Benzinga22 days agoSKHY
Why Is SK Hynix Stock Surging Thursday?
SK Hynix stock rallies alongside memory chips on Sandisk's bullish outlook and strong AI demand. See key analyst targets.
Benzinga22 days agoSKHY
SK hynix: Road To $1 Trillion With Strengthening Fundamentals, Competitive Valuation
SK hynix remains the most compelling opportunity in AI memory, with fundamentals strengthening and valuation discount widening vs. Micron. More on SKHY stock.
SeekingAlpha22 days agoSKHY
SK Group's Chairman Isn't Worried About Nvidia Dependence: Is That Why SKHY Is Up 8%?
SK Hynix Chairman Chey Tae-won says Nvidia remains the company’s most important customer and argues the AI ecosystem would not exist without it.
Benzinga22 days agoSKHY
South Korea - Reiterating AI Warning Despite Good Performance
South Koreaâs KOSPI/EWY AI rally looks overleveraged. Click for a look at the factors in play that sent those stocks up and why they may come back down.
SeekingAlpha22 days agoSKHY
Cisco Says Hardware Price Hikes Are ‘Last Resort’ as Memory Costs Rise: CSCO Stock Falls Over 6% (UPDATED)
Cisco raised prices on parts of its hardware in fiscal 2026, boosting revenue, even as CFO Mark Patterson called the move "a last resort."
Benzinga22 days agoSKHY
China’s YMTC Tops Micron in NAND Shipments — but Micron Wins Where It Matters: Revenue
Explore Micron (MU) stock premarket action, technical support levels, Wall Street target prices, and AI NAND shipment market share.
Benzinga22 days agoSKHY
What's Up With Tech?
Sara Awad from Tech Contrarians talks semis, strong stocks and what's coming for tech in '27.
SeekingAlpha22 days agoSKHY
QUICK SPARK: Micron Reclaims $1 Trillion Valuation on Broad AI Stock Rally
Micron stock jumped 6.5% to $924.66 Wednesday, pushing its market value back above $1 trillion as memory supply news lifted chip stocks worldwide.
Benzinga23 days agoSKHY
Nvidia's Masterstroke To Turn Itself Into An Asset Class—Characterizing This As Circular Financing Is Flawed
Masterstroke Creates More Risk Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: This article is about the big picture, not an individual stock. The chart of NVDA
Benzinga24 days agoSKHY
Why China’s Billions Can’t Break Taiwan Semiconductor’s Chip Grip
Taiwan Semiconductor stock climbs premarket following a 44.7% YoY July revenue spike. Check analyst ratings, chart levels, and ETF weights.
Benzinga24 days agoSKHY
Former SK Hynix Employee Sentenced to 18 Months for Leaking Semiconductor Technology to Chinese Firm
A former SK Hynix employee was sentenced to 18 months in prison for leaking confidential CMOS image sensor technology to a Chinese firm.
Benzinga25 days agoSKHY
Nvidia's Stock Is Completely Mispriced
Nvidia Corporation's stock is up roughly 20% over the last 12 months, while revenue grew 85% and non-GAAP EPS grew 140%. Read why NVDA stock is a Strong Buy.
SeekingAlpha26 days agoSKHY
FOMO Vs. The Earnings Bar
Up until this week, US stock indexes had been in something of a holding period pattern since the middle of June.
SeekingAlpha27 days agoSKHY
SK hynix Vs. Micron: The Memory Trade Rotates Into The Valuation Gap
SK hynix trades near half of Micron's forward multiple despite HBM leadership. Click to read why you might want to buy SK hynix and sell Micron.
SeekingAlpha28 days agoSKHY
Final Call Before The AI Rally Leaves Without You
Nvidia Corporation nears all-time highs as AI tailwinds and rising hyperscaler CapEx boost semis; healthier shakeouts set up upside. Click for an updated market outlook.
SeekingAlpha29 days agoSKHY
World's Smartest Banker Warns Of Hidden Margin Debt; SanDisk, WDC Disappoint; SK Hynix's Flash Crash
Hidden Margin Debt Danger Please click here for an enalrged chart of SanDisk Corp (NASDAQ:SNDK). Note the following: Sandisk (SNDK) is important because it has been a leading stock due to explosive NAND
Benzinga29 days agoSKHY
Nvidia Just Got 3 Game-Changing Updates
Nvidia Corporation's stock outlook: 3 bullish catalystsârising hyperscaler CapEx, Vera Rubin ramp, SK hynix memory dealâplus more. Click for this NVDA update.
SeekingAlpha29 days agoSKHY
EXCLUSIVE: The Memory Bottleneck Is Set To Persist Until 2028, Expert Says
Counterpoint tells Benzinga why AI demand could keep DRAM supply tight until 2028 as Micron, Samsung and SK hynix expand capacity.
Benzingalast monthSKHY
