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Will SK Hynix's US share sale 'reinvigorate' the memory chip rally?
Reuters Videos37d agobullishVIDEO
Will SK Hynix's US share sale 'reinvigorate' the memory chip rally?

<body><p>STORY: South Korean chipmaker SK Hynix intends to price its American Depository Receipts at $149 on Thursday to raise about $26.5 billion, a person familiar with the matter said.</p><p>The share sale decision comes as the company leverages its position as the leading supplier of high-bandwidth memory chips, a critical component for the advanced processors powering global artificial intelligence systems.</p><p>It will start trading on Friday under the ticker symbol "SKHY" on Nasdaq.</p><p>"The hottest space in the equity market right now has been memory, inside the semiconductor space," Martin Adams said. But, she added, the rally has "taken a bit of a pause," with shares of memory chip companies, including SK Hynix and fellow South Korean tech powerhouse Samsung, down over the past month.</p><p>Whether SK Hynix's U.S. issuance can reinvigorate the trade "is the question of the hour, and possibly the question of the month of July," Martin Adams said.</p></body>

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Bloomberg37d agoneutral
SK Hynix’s $26.5 Billion Listing Reopens Asia Route to US Market

(Bloomberg) -- SK Hynix Inc.’s US share sale is set to boost an ailing vehicle that was once essential for Asian firms looking West, and Wall Street is hoping the frenzy for artificial intelligence infrastructure will encourage competitors to follow their path.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

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Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan
Exec Edge37d agoneutral
Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan

By Exec Edge Editorial Staff AZA Law Firm opened its Dallas office at the Trammell Crow Center on January 1, 2026. The launch ended 32 years of Houston-only practice. Six months in, the office is tracking the public timeline managing partner John Zavitsanos set when the lease was signed: from five lawyers at launch to […] The post Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan appeared first on ExecEdge.

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ASML Holdings (ASML): Best QQQ Stocks to Invest in
Insider Monkey37d agoneutral
ASML Holdings (ASML): Best QQQ Stocks to Invest in

ASML Holding (NASDAQ:ASML) is one of the best QQQ Stocks to invest in. On July 6, ASML reported the latest transactions conducted under its ongoing share buyback program. Between June 29 and July 3, the company repurchased a total of 48,397 shares. The daily transactions saw a total value of approximately €15.87 million for each […]

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Seagate (STX) Stock Rebounds As AI Data Center Demand Lifts Storage Names
Simply Wall St.37d agoneutral
Seagate (STX) Stock Rebounds As AI Data Center Demand Lifts Storage Names

Seagate Technology Holdings (NasdaqGS:STX) and other memory and storage stocks are rebounding after a recent sector selloff. The move is tied to strong quarterly results from industry peers and rising demand for AI focused data center infrastructure. Positive signals such as Samsung's profit recovery and SK Hynix's planned U.S. IPO are adding to renewed interest in AI related memory chips. Seagate's role in high capacity HDDs and work on HAMR technology are central to current investor...

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Samsung's record profit puts 24/7 stock perps to the test
TheStreet37d agoneutral
Samsung's record profit puts 24/7 stock perps to the test

Samsung just posted the most profitable quarter in the history of any technology company. The market sold the stock anyway. On July 7, Samsung Electronics reported preliminary second-quarter results showing operating profit of 89.4 trillion won, approximately $58.4 billion, a 19-fold jump from the ...

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Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?
24/7 Wall St.37d agobullish
Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?

Shares of Marvell Technology (NASDAQ:MRVL) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce. The move stems from broad sector catalysts. Traders are responding ... Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?

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From $124 to $938 in a Year, Is Another Rally Coming For Micron?
24/7 Wall St.37d agobullish
From $124 to $938 in a Year, Is Another Rally Coming For Micron?

Micron Technology (NASDAQ:MU) has been the wildest ride in the AI memory trade. The stock rallied from $119.73 a year ago to a 52-week high of $1,254.81, then pulled back to $938.38 after a Samsung-triggered memory selloff. My question: is another leg higher coming, or is fair value already in the price? Our 24/7 Wall ... From $124 to $938 in a Year, Is Another Rally Coming For Micron?

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AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
24/7 Wall St.37d agobullish
AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

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Bloomberg37d agoneutral
SK Hynix Said to Guide US Offering Price 3.1% Above Korea Close

(Bloomberg) -- SK Hynix Inc. is telling investors it intends to price its US listing at $149 per American depositary receipt, according to people familiar with the matter, despite recent volatility in the Korean memory chipmaker’s shares.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 Sec

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Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses
24/7 Wall St.37d agoneutral
Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses

Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week. Western Digital (NASDAQ:WDC) shares are up 7% to $589 and Seagate Technology (NASDAQ:STX) stock is up 7% to $921 in early trading, while Micron Technology (NASDAQ:MU) shares are up 6% to $1,010 and SanDisk (NASDAQ:SNDK) stock is up 6% ... Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses

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Bloomberg38d 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

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Investing.com38d agobullish
Memory monthly sales hit record $74.6B as analysts see price surge ahead

Investing.com - Global memory monthly sales reached a record $74.6 billion, surging 31.7% month-on-month and running 2.8 percentage points above the 10-year seasonal average, according to UBS's July Memory Monthly report — a data point that has both UBS and Bernstein forecasting sharp contract price increases ahead, even as the two firms diverge sharply on how long the rally can last.

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AI Weekly: Samsung's massive profits, Microsoft's big lays off
Reuters Videos38d agobearishVIDEO
AI Weekly: Samsung's massive profits, Microsoft's big lays off

<body><p>STORY: From Samsung's huge quarter to Microsoft's big lay offs...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Samsung flagged a 19-fold jump in second-quarter profits from a year earlier.</p><p>The South Korean giant estimated April-June operating profit at just over $58 billion - ahead of analyst projections.</p><p>The global AI boom drove huge demand for Samsung's chips, and sent prices for silicon sky-high.</p><p>Although investors wiped more than $80 billion off the firm's market value after the results were announced over worries about how long the AI bonanza will last.</p><p>China plans to allow its top AI firms to buy a limited number of Nvidia's most powerful AI chip, the H200.</p><p>That's according to a report from The Information.</p><p>It said Chinese officials recently told local leaders Alibaba, ByteDance and DeepSeek they may soon get permission to buy some of the chips.</p><p>Beijing has until now withheld approval of buying the H200 as it looks to support domestic suppliers.</p><p>Microsoft said it will cut more than 2% of its workforce, or roughly 4,800 jobs.</p><p>It joins a wave of layoffs at tech titans as they move investments to AI infrastructure.</p><p>Booming AI demand has powered growth at Microsoft's Azure cloud-computing business.</p><p>But the growing cost of building data centers to run those services has hit cash flows.</p><p>And sources told Reuters China's DeepSeek is developing its own AI chip.</p><p>It could lower its reliance on Nvidia and Huawei chips which is needed to train and run its AI models.</p><p>The sources said the chip is designed for inference, rather than for training new models.</p><p>Inference is the stage of AI computing where a trained model generates responses for users.</p><p>DeepSeek didn't respond to a request for comment.</p></body>

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Asian stocks slip and oil prices jump as Iran and US launch fresh attacks
Associated Press38d agobullish
Asian stocks slip and oil prices jump as Iran and US launch fresh attacks

Shares slipped in Asia and oil prices jumped Thursday as conflict escalated in the Middle East, with Iran and the U.S. launching fresh attacks. U.S. futures edged higher. The United States launched more airstrikes on Iran, and Iran responded by firing at Bahrain, Kuwait and Qatar, a day after U.S. President Donald Trump said their temporary ceasefire was “over.”

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