Notícias
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Investing in SK Hynix is now easier for U.S. investors, but that doesn't automatically mean it's worth owning a piece of the company.
The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%
AI has shattered the economics of the memory chip business, and Micron sits at the center of a supply crunch so severe that one quarter of earnings could rival a figure that took the company two decades to accumulate.
The business is as strong as ever, and one by one, analysts are confirming that.
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. SK Hynix Inc. American Depositary Shares (OTC:SKHY) is one of the stocks discussed by Jim Cramer. Memory giant SK Hynix Inc. American Depositary Shares (OTC:SKHY) is a regular feature of financial markets news these days. Courtesy of […]
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Micron Technology Inc. (NASDAQ:MU) is one of the stocks discussed by Jim Cramer. Micron Technology Inc. (NASDAQ:MU)’s shares are up by 676% over the past year and by 200% year-to-date. Cantor Fitzgerald discussed the firm on June […]

Wall Street is looking toward earnings for a follow-through of the AI trade.
Is this a sign to follow the president's lead?
A multidecade memory chip demand cycle is coming, says CEO Sanjay Mehrotra.
The company intends to significantly invest in DRAM and HBM manufacturing through 2035.
In July 2026, Micron Technology announced a Strategic Customer Agreement with General Motors to secure long-term U.S.-based supply of advanced memory and storage components essential for GM’s next-generation vehicle platforms. This deep technology collaboration underscores how GM’s push into more software-driven, AI-enabled vehicles depends on reliable, high-performance chips to support its evolving product roadmap. Next, we’ll explore how securing long-term U.S. memory supply from Micron...
SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.
SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.5 billion U.S. share sale, the largest by a foreign company in history. SK Hynix’s offering capped a volatile week for the market.
Here’s how memory-chip maker SK Hynix compares with peers after its first U.S. trading day. 2026 Debuts, day 1 performance Cerebras Systems: 68% Innio: 23% SpaceX: 19% Madison Air: 18% 🎯 SK Hynix: 13%.
Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.
John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

In today's Chart of the Day, Yahoo Finance Markets and Data Editor Jared Blikre examines how the AI trade's free cash flow is shifting from the hyperscalers to the chipmakers.
Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.
Micron Technology Inc. (MU) said it will raise its planned U.S. investment to more than $250 billion through 2035, according to a Seeking Alpha report on the company’s Thursday, July 9, announcement. That figure is $50 billion more than the roughly $200 billion the company committed to just over a ...
Micron just shattered records and minted fortunes, but if you skipped it entirely, your portfolio may have caught more of that wave than you think.
Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a single bond deal that he says proves the AI spending machine is quietly running out of fuel.
South Korean memory chip giant SK Hynix soared in its American debut on Friday, suggesting U.S. investors remain bullish on memory stocks despite their recent pullback.
When expectations get ahead of reality, stocks tend to sell off. But that doesn't mean that the story is over. Far from it. Dave Bartosiak will help you gain the discipline to navigate volatility and maximize the extraordinary potential of AI.
Intel Stock Slides as Chip Sector Pullback Hits Ahead of Earnings
Micron has handed investors a historic run, yet one veteran analyst is still pointing at a completely different stock as the smarter place to park money right now, and his reasoning challenges a core assumption most momentum traders are making.