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Micron Technology Inc.'s (NASDAQ:MU) and SK Hynix Inc. (NASDAQ:SKHY) are two of the hottest stocks on the market courtesy of the ongoing shortage in the memory chip industry. The former is up by more than 200% year-to-date, as the ongoing…
Good morning. Stocks retreated for a second day in a row, with chip stocks falling. Long-dated bonds climbed again, and Brent crude oil futures (BZ=F) rose toward $105 per barrel amid persistent US-Iran tensions. The 10-year Treasury (^TNX…
Micron Technology, Inc.'s MU DRAM business is emerging as one of the biggest beneficiaries of the AI infrastructure boom. The company's DRAM revenues reached a record $39.8 billion in the fourth quarter of fiscal 2026, accounting for 73% o…
Investors were selling off tech stocks with exposure to artificial intelligence. Continue Reading
[Mobile World Congress - Day 1] David Ramos/Getty Images News Samsung Electronics (SSNLF [https://seekingalpha.com/symbol/SSNLF]) estimates a nearly nine-fold year-over-year increase in quarterly operating profit, but the record result sti…
[Businessmen in lower Manhattan] * SK Hynix's (SKHY [https://seekingalpha.com/symbol/SKHY]) Solidigm has reportedly picked lead banks for its US initial public offering next year. * The South Korean firm’s flash memory unit selected Goldma…
Samsung Electronics Co. Ltd. (OTC:SSNLF) on Wednesday guided for a rise in third-quarter profit and sales as artificial intelligence demand for memory chips tightens supply across the industry, though its shares in Seoul slipped less than…
Investing.com-- Samsung Electronics Co Ltd (KS:005930) forecast its strongest ever third-quarter profit on Thursday amid robust AI-fueled demand for memory chips, although the print still came in a shade below the higher end of market expe…
Investing.com -- SK hynix Inc's (NASDAQ:SKHY) US flash-memory subsidiary, Solidigm, has selected lead underwriters for an initial public offering in the US target for next year, according to a report from Bloomberg News citing people famil…
SK hynix (NasdaqGS:SKHY) is working with AMD as the chipmaker plans to ramp up CPU and GPU output for AI workloads. AMD is seeking ample memory chip supply from partners including SK hynix to support its AI-focused processors through at le…
D.A. Davidson analyst Gil Luria raises his price target on Micron. Continue Reading
[View of AMD sign in front of office building.] * AMD (AMD [https://seekingalpha.com/symbol/AMD]) continues to explore partnership opportunities with Samsung Electronics (SSNLF [https://seekingalpha.com/symbol/SSNLF]) in memory chips and c…
Citi has moved ahead of Goldman Sachs Group (NYSE:GS) in global IPO underwriting rankings after securing several marquee listings. High profile deals contributing to Citi's lead include IPOs for SpaceX, SK Hynix, and the National Stock Exc…
AMD (AMD) CEO Lisa Su is dropping bullish nuggets all over the place on her overseas chip tour. On a visit to Seoul on Wednesday to meet with the likes of Samsung Electronics and SK Hynix (SKHY), Su said overall data center demand remained…
Investing.com-- Asian stock markets fell on Wednesday, failing to join an overnight rally on Wall Street that took the S&P 500 and Nasdaq to record highs, as elevated bond yields and renewed gains in oil prices kept investors cautious. Bef…
What happened: Seagate Technology (STX) stock fell 5% in early trading on Tuesday, while Western Digital (WDC) also declined 4%. What's behind the move: The hard disk drive sector has been volatile in recent days after Nikkei reported last…
NEW YORK and LONDON, Oct. 6, 2026 /PRNewswire/ -- Global equity capital markets are on track for a historic year, according to the latest ECM Highlights 9M26 report by Dealogic, an ION service. Issuance has now passed USD 1tn and is alread…
Micron stock is cheap because investors are wary of what happens when memory-chip production increases. This is when that will be tested. Continue Reading
Micron stock is cheap because investors are wary of what happens when memory-chip production increases. This is when that will be tested. Continue Reading
Investing.com - A rare convergence of three simultaneous market events on Thursday, October 8 is set to expose Samsung Electronics to an unusual burst of near-term volatility, Goldman Sachs analyst Heather Oh warned in a note to clients. B…
AMD (AMD) is planning to "substantially increase" its chip supply next year to meet rising demand dr PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
[3D rendering of cyberpunk AI. Circuit board. Technology background. Central Computer Processors CPU and GPU concept. Motherboard digital chip. Tech science background.] jiefeng jiang/iStock via Getty Images Advanced Micro Devices (AMD [ht…
[Citibank Branch, Manhattan, New York] GCShutter * Citigroup (C [https://seekingalpha.com/symbol/C]) is said to have taken the top spot for underwriters in global initial public offerings for the year through September after working on som…
asbe/iStock via Getty Images The World Bank upgraded its 2026 growth forecast for the East Asia and Pacific region to 4.5%, a 0.3 percentage point increase from its prior estimate, attributing the revision to surging global demand for AI-r…
Investing.com-- Shares of Samsung Electronics and SK Hynix fell on Tuesday, lagging broader gains in chipmaking stocks as caution ahead of their third-quarter earnings weighed. Before you buy NVIDIA: our AI model's stock picks are beating…
HONG KONG (AP) — Asian shares were mixed on Tuesday and U.S. futures advanced after shares rose to near a record close on Wall Street. Oil prices steadied as the situation in the Middle East remained uncertain. Japan's Nikkei 225 rose 0.5%…
Investing.com-- Asian stocks were mixed in choppy trade on Tuesday, as a record Nasdaq close overnight offered some support, while elevated U.S. Treasury yields and oil prices limited risk appetite. Before you buy NVIDIA: our AI model's st…
But the final months of 2026 could see a rebound, with Anthropic's blockbuster IPO waiting in the wings. Continue Reading
Business Insider Today executive editor and anchor Dan DeFrancesco chats with Futurum chief market strategist Shay Boloor about China "closing in" on the US's progress with AI. Video Transcript 00:00 Speaker A There's a report recently abo…
[Wall Street sign in Lower Manhattan, NYC] georgeclerk Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. MOND…
Shares of SK Hynix, Inc. - Sponsored ADR (SKHY) have gained 18.2% over the past four weeks to close the last trading session at $193.5, but there could still be a solid upside left in the stock if short-term price targets of Wall Street an…
Micron keeps outperforming expectations but investors can’t shake off past experiences. Continue Reading
For the fourth quarter, analysts project sales growth of 354% to $51 billion, and an eye-popping gross margin of 85%, all records for Micron. Continue Reading
Investing.com-- South Korean exports grew much more than expected in September, bolstering the country's trade surplus as artificial intelligence-fueled demand for chips and electronics remained strong. Before you buy NVIDIA: our AI model'…
For the fourth quarter, analysts project sales growth of 354% to $51 billion, and an eye-popping gross margin of 85%, all records for Micron. Continue Reading
The Roundhill Memory ETF, or DRAM, has soared since it made its debut in April. Micron is a big reason why. But other new memory ETFs have fizzled so far. Continue Reading