12:33pm ET
Investing
SK Hynix Just Expanded Coherent’s AI Upside
SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies nearly every component required to build it.
Companies
SK Hynix Inc - ADR
$160.76
â–² $2.74 (+1.73%) today
Markets open · 1:42pm ET
Today · % change
SKHY Coverage
2:40pm ET
Investing
SK Hynix Shares Fell 5% After a Union Vote Failed by Just 25 Votes
A union vote failed by just 25 ballots at the world's dominant HBM supplier, and the reason workers walked away reveals a concentration risk that every investor in the AI memory trade…
Omor Ibne Ehsan 11:29am ET
Investing
Memory Stocks Slide on Report Apple May Source Chinese Chips: SanDisk Down 9%, Micron and Western Digital Down 7%
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers…
2:31pm ET
Investing
SK Hynix Climbs 4% on Record Buyback, Micron Ticks Up as Memory Defies the Tech Selloff
While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.
8:04am ET
Investing
The $1 Trillion Stock Wall Street Says Could Grow Earnings 107% a Year
SK Hynix followed the same post-IPO crash pattern as SpaceX and Cerebras, but what happened to its fundamentals during that stumble sets it apart from every other stock in the trillion-dollar club.
Rich Duprey 9:29am ET
Investing
SK Hynix Rises 6% on $29B Buyback, SanDisk Gains 5%, Micron Climbs 3% as Memory Names Rebound
SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether…
9:40am ET
Investing
Micron Falls 5%, SanDisk Sinks 6%, Western Digital Drops 7% as Higher Rates Test the Memory Boom
Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.
8:19am ET
Investing
Micron Vs. SK Hynix: The Newcomer is a Legitimate Threat
SK Hynix just landed on NASDAQ with a record quarter and a $26.5 billion debut, putting it on the same exchange as Micron for the first time. Whether the HBM incumbent can…
10:30am ET
Investing
SanDisk Rallies 8%, Western Digital Rises 6%, Micron Gains 5% as Elon Musk Flags a Memory Bottleneck
Elon Musk just called out the one component quietly choking AI progress, and memory stocks are surging as investors race to figure out who benefits most.
9:20am ET
Investing
Korean Stocks Rally Again Overnight. KOSPI Closes Up 2.41% As SK Hynix and Samsung Rally.
A single investor day in Milpitas just sent shockwaves through Seoul, and the ripple effects are repricing an entire asset class that Korean giants are preparing to take public.
9:03am ET
Investing
Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market
A $14 billion buyback, a wave of analyst price target resets, and a Korean market milestone are colliding to send memory stocks surging across two continents, but skeptics are already questioning whether…
8:57am ET
Investing
SanDisk Rally Continues on Friday with Shares up 7%. Here’s What Wall Street Is Saying About the Stock.
SanDisk is up more than 20% across two sessions as Wall Street scrambles to reprice a memory stock that may have just rewritten the rules on cyclicality, and the gap between analyst…
3:11pm ET
Investing
Memory Stocks Stay Strong With Sandisk, SK Hynix, and Western Digital Leading the Storage Stack
A Korea-sparked overnight surge lit the fuse, but SanDisk's investor day dropped on top of an already-moving sector with some of these names still sitting deep in the red from last month.…
2:12pm ET
Investing
DRAM Movers: These Memory/Storage ETFs Are Soaring as Sandisk, Micron Rally
Sandisk and Micron are surging on blowout earnings, lifting a handful of memory ETFs with them, but which fund you own today could mean the difference between capturing the rally and barely…
12:50pm ET
Investing
Memory Stocks Open Flat And Then Soar: Micron Up 6%, SK Hynix 8%, SanDisk Up 15%. Here’s What’s Driving the Move.
One company's investor day just ignited a sector-wide rally, and the reason why has Wall Street rethinking everything it assumed about memory chip economics.