GuruFocus.com67d agobearish
SK Hynix Plunges 15% as AI Rally Faces Fresh PressureADR profit-taking, earnings concerns and foreign selling trigger a sharp Korean chip stock selloff.
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Reuters Videos68d agobearishVIDEO
SK Hynix plunges after Nasdaq debut amid profit-taking<body><p>STORY: SK Hynix shares fell more than 15% in trading on Monday - just days after its U.S. listing.</p><p>It was the South Korean chip giant's biggest one-day decline on record.</p><p>Investors in Seoul cashed out of a massive share price rally following its Nasdaq debut last week.</p><p>The fall in SK Hynix and rival Samsung Electronics stock led to a 9% plunge in South Korea's Kospi and triggered a 20-minute trading halt.</p><p>That was despite President Lee Jae Myung announcing government support for three major projects in chips, AI data centers and physical AI.</p><p>SK Hynix is the world's leading AI memory chipmaker.</p><p>It raised over $26 billion last week selling American Depositary Receipts priced at $149 each.</p><p>Its Korean shares have more than tripled this year.</p><p>It has become a target of global investors betting on a sustained boost to profits.</p><p>They think a shortage of high-bandwidth memory chips used in AI data centers could boost its numbers.</p><p>One leading analyst said investors were profit-taking following the U.S. listing.</p><p>And further said sentiment grew cautious over SK Hynix's second-quarter earnings.</p><p>They said investors had expected shipments of the firm's HBM4 chips to rise from the second quarter.</p><p>But the increase didn't appear to have happened at scale.</p></body>
Investing.com68d agobearish
SK Hynix’s record plunge drags down global chip stocksInvesting.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.
The Wall Street Journal68d agobearish
SK Hynix’s Korean Stock Suffers Steepest Fall on RecordThe nosedive helped send South Korea's Kospi almost 9% lower, which triggered a 20-minute halt in trading. Rival Samsung Electronics's stock also slumped. The decline marked an abrupt reversal in investor appetite after SK Hynix's American depositary receipts soared 13% Friday on their first trading day on the Nasdaq.
Bloomberg68d agobearish
South Korea to Tap Record AI Tax Windfall to Fund Future Growth(Bloomberg) -- South Korea expects to reap a record tax windfall from the artificial intelligence-driven semiconductor boom, giving President Lee Jae Myung’s government fresh fiscal firepower to fund an ambitious investment agenda.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleUS Renews Iran Strikes as Both Sides Dispute Hormuz Status
Reuters68d agobearish
SK Hynix plunges after Nasdaq debut amid diminishing earnings optimismSK Hynix shares fell more than 15% in Seoul on Monday, its biggest one-day decline in nearly two decades, as investors in Seoul cashed out of a scorching share price rally following its Nasdaq debut last week. The company's U.S.-listed shares dropped 9.2% to $152.50 in premarket trading on Monday after jumping more than 12% in its Nasdaq debut on Friday. Korean stocks extended losses after trading resumed after President Lee Jae Myung on Monday reiterated that the government would help speed up projects to build chip fabs in investments worth hundreds of billions of dollars, as outlined by Samsung and SK Hynix.
Bloomberg72d agobearish
Winning Trade of Buying Chips, Selling Software Is Falling Apart(Bloomberg) -- The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaSoftware stocks are coming to life afte
Bloomberg73d agobearish
Korean Stocks Extend Drop From Peak to 20% as AI Jitters Spread(Bloomberg) -- South Korea’s equity market extended declines, pushing the benchmark gauge toward a technical bear market as investors reassessed the outlook for artificial intelligence demand.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales in New Test of CeasefireChina Sentences Official to Death
Reuters73d agobearish
South Korean chip stocks slide after overnight US selloff on AI boom concernsShares of South Korean memory chipmakers Samsung Electronics and SK Hynix fell as much as 4.4% and 5%, respectively, in early trade on Wednesday, tracking a broad selloff in U.S. semiconductor stocks on growing concerns about the sustainability of the AI-driven chip boom. High-flying memory and semiconductor stocks tumbled overnight, with Intel, Micron and AMD closing down 9.7%, 4.7% and 6.5%, respectively. MKTS/GLOB] Also, the Philadelphia Semiconductor Index lost 4.7% as investors questioned whether AI-related spending can be sustained.
24/7 Wall St.74d agobearish
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip SelloffShares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
24/7 Wall St.74d agobearish
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory SelloffMemory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
Reuters74d agobearish
Nasdaq falls at open as DeepSeek's AI chip push rattles marketsJuly 7 (Reuters) - The Nasdaq opened lower on Tuesday amid declining chip stocks, with investors questioning the momentum of the AI-led rally despite Samsung's strong earnings, while a report on
Proactive74d agobearish
Nasdaq seen down and Dow up as Samsung earnings hit AI stocksUS markets are set for a mixed open on Tuesday, with technology stocks expected to come under pressure after Samsung delivered record quarterly profits that still failed to satisfy investors, raising fresh questions about AI valuations. Nasdaq futures were down 1.1% ahead of the opening bell,...
Quartz74d agobearish
Samsung Q2 2026 earnings: Record profit, stock falls 7%Investors wiped more than $80 billion off Samsung's market value on concerns that AI infrastructure spending may not sustain the memory chip boom
Proactive74d agobearish
Samsung plunges despite earnings beat, sparking fresh AI stock jitters for Nasdaq namesSamsung Electronics' posted a record quarterly profit on Tuesday but this failed to reassure investors, with the sharp sell-off in the world's largest memory chipmaker expected to weigh on AI and technology stocks when Wall Street opens. The South Korean technology giant announced its...
InvestorsHub74d agobearish
Micron shares retreat as Samsung earnings trigger memory chip selloff (MU)Samsung results spark declines across semiconductor sectorMicron Technology (NASDAQ:MU) shares fell 4. 9% in premarket trading on Tuesday, extending a broader decline across the memory semiconductor industry after Samsung Electronics’ latest earnings update prompted selling throughout the sector.
Barrons.com74d agobearish
Stock Markets Face an AI Reckoning, Samsung’s Stock Drop Isn’t It. 5 Other Things to Know Today.Brace for volatility as SpaceX joins the Nasdaq-100, Waller defends Fed’s use of forward guidance, and more news to start your day.
Reuters74d agobearish
Stocks stumble as tech slides despite Samsung's record profit; oil risesBy Amanda Cooper LONDON, July 7 (Reuters) - Global stocks fell on Tuesday as technology shares slid despite blockbuster results from Samsung Electronics, with investors remaining concerned about the
Bloomberg74d agobearishVIDEO
Asia Stocks Drop on Chip Selloff, Nasdaq Futures DownAsian equities fell as renewed selling in technology stocks, including Samsung Electronics Co. and SK Hynix Inc., deepened concerns that the AI-driven rally may have run ahead of itself. Futures for the tech-heavy Nasdaq 100 Index retreated 1.1%, suggesting Monday's rebound on Wall Street was losing momentum. European shares were also set for losses. Bloomberg's Avril Hong and Mark Cranfield report.
Associated Press74d agobearish
Asian markets retreat after rebounding AI stocks send the S&P 500 to brink of a new recordAsian shares have retreated, with South Korea's Kospi shedding nearly 8% despite a rebound for AI stocks that lifted stocks on Wall Street. Oil prices rose and U.S. futures were mixed. In Seoul, the Kospi lost 7.6% to 7,444.13 as shares in both Samsung Electronics and SK Hynix slumped 8.7%.
Stocktwits74d agobearish
MU, SNDK, DRAM Dip Overnight As Memory Stocks Feel Weight Of Samsung’s Post-Earnings SelloffSamsung’s stock slid in Korea even as the company posted stellar Q2 preliminary results; retail traders believe strong performance was already priced into the shares.
The Wall Street Journal75d agobearish
Besi Shares Tumble Amid Fears of Uptake Delay of New Chip-Stacking TechnologyBE Semiconductor stock tumbled after a report said that some of the Dutch group’s main customers are delaying uptake of its advanced hybrid bonding technology. Memory chip makers Samsung Electronics and SK Hynix —which are customers of Besi—are questioning the need to adopt hybrid bonding technology for their most advanced chip stacks, Korean news outlet ZDNet reported, citing unnamed sources. Besi is the market leader in advanced hybrid bonding, a technology that fuses chips together at a molecular level.
TheStreet78d agobearish
Fresh lawsuit drops bombshell on Micron stock priceMicron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...
Quartz79d agobearish
Chip stocks sell off globally ahead of June jobs reportA fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
Euronews79d agobearish
Asian stocks slide on chip sell-off as markets await US jobs dataAsian markets mostly fell on Thursday as a heavy sell-off in chip shares spread across the region, while European stocks opened flat and US futures pointed lower ahead of a closely watched American jobs report.View on euronews
Associated Press79d agobearish
Wall Street quietly mixed as chip companies continue to lose ground following Wednesday's sell-offWall Street was mixed in light trading early Thursday as chip stocks fell further and oil prices dipped near their levels before the Iran war began. Futures for the S&P 500 were unchanged before the opening bell, while Dow Jones Industrial futures inched up 0.2%. Nasdaq futures were off 0.4%.
24/7 Wall St.81d agobearish
Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?Artificial intelligence has created shortages across nearly every part of the semiconductor supply chain. GPUs have received most of the attention, but memory chips have quietly become just as critical. Every advanced AI accelerator depends on high-bandwidth memory (HBM), and manufacturers are struggling to keep pace. Even after investing billions of dollars to expand production, ... Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?
BeInCrypto82d agobearish
Memory Chip Giants Face Lawsuit Over 700% DRAM Price SpikeA US antitrust suit accuses Samsung, SK Hynix and Micron of inflating DRAM prices days before their $650 billion AI push.