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SK Hynix US listing more than seven times oversubscribed, source says
Reuters35d agoneutral
SK Hynix US listing more than seven times oversubscribed, source says

Demand for SK Hynix's $28 billion U.S. share sale was more than seven times available ‌shares, a person familiar with the matter said, underscoring ‌huge investor appetite for one of the most important companies in the AI supply ​chain. The offering from the South Korean chipmaker, which will finance new factories and equipment to meet surging AI chip demand, is set to be the world's second-biggest share sale after SpaceX's record-breaking $85.7 billion IPO last month. SK ‌Hynix declined to comment.

Veteran analyst drops massive Micron valuation prediction
TheStreet35d agobearish
Veteran analyst drops massive Micron valuation prediction

Wall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst's claim is a bold ...

Wall Street Insider Says SK Hynix IPO Could Overwhelm the Market. Here’s the Risk Beyond Memory Stocks.
24/7 Wall St.35d agoneutral
Wall Street Insider Says SK Hynix IPO Could Overwhelm the Market. Here’s the Risk Beyond Memory Stocks.

CNBC’s Jim Cramer has spent much of 2026 warning that the stock market’s biggest short-term risk lies in the ever building IPO pipeline. His concern boils down to a simple analysis pulled from a recent social post: “We have to be careful.” The immediate trigger is SK Hynix’s roughly $28 billion American Depositary Receipts (ADR) ... Wall Street Insider Says SK Hynix IPO Could Overwhelm the Market. Here’s the Risk Beyond Memory Stocks.

Bloomberg35d agoneutral
Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels

(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences

South Korean chip stocks slide after overnight US selloff on AI boom concerns
Reuters36d agobearish
South Korean chip stocks slide after overnight US selloff on AI boom concerns

Shares 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.

Bloomberg36d agoneutral
Samsung Mass Produces Storage Drives for Nvidia’s Vera Rubin

(Bloomberg) -- Samsung Electronics Co. has begun mass production of its most advanced data center storage drive, which is set for use inside Nvidia Corp.’s upcoming Vera Rubin platform. 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 MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulChina Sentences Official to

Micron gives Wall Street reason to rethink AI winners
TheStreet36d agoneutral
Micron gives Wall Street reason to rethink AI winners

Micron Technology (MU) just issued a different kind of artificial intelligence caution to investors. The dismal earnings picture isn't the problem. It is not because demand is collapsing. It does not even arise from an obvious shift in the memory-chip cycle. Instead, the warning comes from the ...

Samsung Highlights Risk For Tech Stocks: Lofty Earnings Expectations
Investor's Business Daily36d agoneutral
Samsung Highlights Risk For Tech Stocks: Lofty Earnings Expectations

S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings growth estimates for the quarter," Yardeni wrote in Monday note.

Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
24/7 Wall St.36d agobearish
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

Memory 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

Bloomberg37d agobullish
Samsung Scores Profit Beat Due to Runaway Demand for AI Memory

(Bloomberg) -- Samsung Electronics Co.’s quarterly profit surged 19-fold, soaring past elevated expectations due to rocketing demand for memory chips needed in AI data centers.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulSaudis Slash Main Oil Price to Rare Discount as Market DivesOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsTwo Millennium Trading Pods Made About $

Investing.com37d agobullish
Tepper’s Appaloosa soars 32% in H1 on prescient memory-chip bets - report

Micron Technology (NASDAQ: MU) is the most directly tradeable name tied to Appaloosa’s haul. Bloomberg identified Micron as one of the fund’s biggest winners alongside Samsung Electronics, SK Hynix, Kioxia Holdings, and Sandisk Corp., all of which Tepper rode through an AI-infrastructure spending boom that has reshaped the memory-chip landscape in 2025 and into 2026.