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AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist
24/7 Wall St.44d agoneutral
AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist

Stephanie Roth, chief economist at Wolfe Research, argued on a CNBC Morning Call that the AI capex cycle has runway, geopolitical risk is being absorbed by the stock market, and the Federal Reserve can stay patient despite sticky inflation. Her view sets the tone for a week hinging on Micron Technology (NASDAQ:MU) earnings, Iran negotiations, ... AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist

Inflation Data, Micron Earnings: What to Watch This Week
The Wall Street Journal44d agoneutral
Inflation Data, Micron Earnings: What to Watch This Week

Investors are looking forward to another week of chip stock reveals. Qualcomm is expected to give more details about its contract with a major data-center customer at its investor conference. Micron, the latest trillion-dollar semiconductor company, reports earnings.

SK Hynix overtakes Samsung to become South Korea's most valuable company
Reuters44d agoneutral
SK Hynix overtakes Samsung to become South Korea's most valuable company

SK Hynix on Monday overtook Samsung Electronics to become South Korea's most valuable listed company, marking a dramatic reversal of fortunes for a chipmaker that two decades ago nearly collapsed under debt. The company, now the dominant supplier of high-bandwidth memory (HBM) chips used in AI systems for customers such as ‌Nvidia and Alphabet's Google, has emerged as one of the biggest beneficiaries of the global AI boom, propelling a more than 340% rally in its shares this year and lifting ‌its market value above both Samsung Electronics and Micron. Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7% to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of ​0.4% in Samsung Electronics to 2,081.3 trillion won, excluding preferred shares.

SK Hynix overtakes Samsung to become Korea's most valuable company
Reuters44d agoneutral
SK Hynix overtakes Samsung to become Korea's most valuable company

SK Hynix on Monday overtook Samsung Electronics to become South Korea's most valuable listed company, marking a dramatic reversal of fortunes for ‌a chipmaker that two decades ago nearly collapsed under debt. The company, now the dominant supplier ‌of high-bandwidth memory (HBM) chips used in AI systems for customers such as Nvidia and Google has emerged as one of ​the biggest beneficiaries of the global AI boom, helping propel its shares up more than 340% this year and lifting its market value above both Samsung Electronics and Micron. Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7% to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 ‌trillion) as of 0347 GMT, compared ⁠with gains of 0.4% in Samsung Electronics to 2081.3 trillion won, excluding preferred shares.

SK Hynix dethrones Samsung Electronics as South Korea's most valuable company
Reuters44d agoneutral
SK Hynix dethrones Samsung Electronics as South Korea's most valuable company

The market value of South Korean chipmaker SK ‌Hynix briefly topped that of peer ‌Samsung Electronics on Monday to make it the ​country's most valuable firm. Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7% to bring the company's ‌market capitalisation ⁠to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with ⁠gains of 0.4% in Samsung Electronics to 2081.3 trillion won, excluding preferred shares. Samsung ​Electronics had ​held the top ​spot since 2000.

Hormuz Status, MU Earnings and Other Key Things to Watch this Week
Barchart45d agoneutral
Hormuz Status, MU Earnings and Other Key Things to Watch this Week

Thursday delivers an economic data convergence with Q1 GDP revision, May Core PCE, durable goods orders, and initial jobless claims all at 8:30am, providing comprehensive economic assessment. The week features critical semiconductor earnings from Micron (MU) Wednesday and FedEx (FDX) Tuesday testing chip demand and logistics health.

Investing.com48d agoneutral
Wall Street scrambles to lift Micron price targets ahead of earnings

Investing.com -- Micron Technology (NASDAQ:MU) has firmly established itself as one of the definitive AI infrastructure winners of 2026, triggering a massive wave of panic-buying among Wall Street analysts who are aggressively rewriting their models. Driven by an insatiable hunger for data center memory, multiple premier research firms have drastically hoisted their price targets, pushing expectations into an unprecedented $1,200 to $1,500 range. The frantic revisions come as Micron trades near

Making Sense of the Evolving Earnings Picture
Zacks49d agoneutral
Making Sense of the Evolving Earnings Picture

Even when excluding the significant upward revisions to Energy sector estimates, aggregate Q2 earnings estimates for the remainder of the S&P 500 index would still be in positive territory since the start of April.

Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
Reuters49d agoneutral
Nvidia supplier SK Hynix ships samples of next-generation chips to major customers

SK Hynix said on Thursday ‌it has shipped samples ‌of its latest high-bandwidth memory (HBM) ​chips to major customers, as the South Korean chipmaker seeks to strengthen its position ‌in the ⁠fast-growing AI semiconductor market. The next-generation 12-layer HBM4E ⁠chip reaches speeds of up to 16 gigabits per ​second per ​pin ​and offers over ‌20% better power efficiency than previous models, the company said. HBM chips are used in AI chipsets and are ‌crucial components for ​processors such as ​those ​made by Nvidia, ‌helping handle vast data ​needed ​to train AI models.