Yahoo Finance40d agoneutral
Stock market today: Dow, S&P 500, Nasdaq futures rise with AI trade in focusUS stock futures edged up on the heels of a record-setting day on Wall Street.
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Yahoo Finance Video40d agobearishVIDEO
Apple's $2,500 foldable iPhone could sell out instantlyYahoo Finance Tech Editor Dan Howley reacts to analyst predictions that Apple's long-rumored foldable iPhone could instantly sell out upon its launch, despite a massive projected price tag of up to $2,500.
Stocktwits40d agoneutral
Why Dan Ives Sees NVDA And Korea Memory Stocks Driving AI DemandThe tech strategist says the AI trade is expanding beyond semiconductors, with earnings season set to test how far the rally can run.
The Wall Street Journal40d agoneutral
What’s Next for Tech — Heard on the Street RecapSK Hynix lowered its target for its huge U.S. share offering. The South Korean chip-maker now plans on raising $28 billion in a U.S. listing in the coming days. That is slightly less than originally sought, due to a recent share-price decline.
Motley Fool40d agoneutral
Meet the Unstoppable Memory ETF With 74.7% of Its Portfolio Parked in Micron, Samsung, and SK HynixThis ETF launched in April, and it has already more than doubled.
The Wall Street Journal40d agoneutral
SK Hynix’s Planned $28 Billion Offering Brings Korean Market Fever to the U.S.The listing will make it easier to invest in one of the world’s biggest chip companies. The sector helped the Nasdaq composite rise 1.1%.
Reuters Videos40d agoneutralVIDEO
SK Hynix's US debut comes amid 'tremendous' Korean trade, expert says<body><p>STORY: South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise 43 trillion won ($28.07 billion) and drew indications of interest for up to $7 billion from major investors, as it capitalizes on the global AI boom with one of the world's largest new share sales.</p><p>The company will sell 17.79 million new shares through the ADRs on the Nasdaq; 10 ADRs will represent one common share and a Monday filing gave a reference price of 242,500 won per ADR, based on SK Hynix's July 3 closing price in Seoul.</p><p>But while Miller is bullish on the South Korean market as a whole, she still sees it as a "precarious," "two-legged stool" that needs to broaden beyond SK Hynix and tech powerhouse Samsung.</p></body>
Barrons.com40d agobullish
How SK Hynix Can Save the AI Rally—or Send Tech Stocks Tumbling AgainSK Hynix’s planned U.S. listing this week will test the AI-fueled chip rally, offering investors a chance to buy a memory chip maker not named Micron Technology—or to stay away from a group that may have come too far, too fast. U.S. investors can get exposure to the country with the iShares MSCI Korea exchange-traded fund, but buying Samsung Electronics or SK Hynix individually has been almost impossible.
Investing.com40d agobullish
Tepper’s Appaloosa soars 32% in H1 on prescient memory-chip bets - reportMicron 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.
Motley Fool40d agoneutral
Why Sandisk Stock Bounced Back TodayComputer memory supply could remain in deficit until at least mid-2028.
Motley Fool40d agobearish
SK Hynix and Samsung Have a $2 Trillion Warning for Micron Stock Investors. Is This a Signal to Sell?The South Korean memory giants are planning huge investments to shore up production capacity.
GuruFocus.com40d agobearish
South Korea Eyes $65 Billion Chip Tax Windfall FundSouth Korea may use excess semiconductor tax revenue to fund AI, chips, data centers, housing, startups, and jobs.
GuruFocus.com40d agoneutral
Samsung's AI Earnings Could Decide Chip Stocks' Next MoveRecord profit expectations put the memory giant at the center of the AI investment story.
Trefis40d agobullish
Apple's Rally: Pricing Power, AI Discipline, And The Memory CrunchApple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.
Proactive40d agoneutral
SK Hynix targets $28B US IPO to fund AI-driven chip expansionSK Hynix (KRX: 000660) said it plans to raise about $28 billion through a United States initial public offering (IPO) as the South Korean memory chipmaker seeks to tap sustained investor demand tied to artificial intelligence infrastructure growth. The company will offer 17.79 million common...
Barrons.com40d agobullish
Samsung Earnings, SK Hynix Listing Will Test AI-Fueled Tech RallySamsung Electronics earnings, SK Hynix’s U.S. listing and TSMC’s June sales will give investors fresh clues on demand for AI memory chips and the durability of this year’s semiconductor rally.
24/7 Wall St.41d agoneutral
Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says YesThe AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world’s most valuable bottlenecks. High-bandwidth memory (HBM), DRAM, and enterprise NAND became indispensable for Nvidia‘s (NASDAQ:NVDA) AI accelerators, sending memory manufacturers into one of their strongest upcycles in ... Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes
24/7 Wall St.41d agoneutral
TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFsThe supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips is a big reason why the memory chip “Big 3”: SK Hynix, Samsung, and Micron Technology – have all been soaring with triple digit 1-year returns in 2026. The fact that these three companies have ... TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs
24/7 Wall St.41d agoneutral
South Korea’s $590B Chip Bet Has Semiconductor ETFs Buzzing, but Memory Cycles Have Burned Believers BeforeWhile a justifiable amount of A.I. attention has been devoted to faster and more powerful semiconductor processing chips, the High Bandwidth Memory (HBM) part of the equation is less sexy, but no less important. Without HBM, A.I. has insufficient memory to operate properly — and this has been one of the major bottlenecks to ... South Korea’s $590B Chip Bet Has Semiconductor ETFs Buzzing, but Memory Cycles Have Burned Believers Before
Motley Fool41d agoneutral
Micron's New Strategy Will Face SK Hynix and Samsung's $575 Billion Spending PlansHow much can Micron protect against the massive supply entering the market at the end of the decade?
Quartz41d agobullish
Samsung appliance workers rally over chip division bonus gapWorkers in Samsung's consumer division stand to receive about 6 million won in 2026 bonuses, versus up to 600 million won for semiconductor staff
24/7 Wall St.41d agobullish
SanDisk Rebounds 5%, Western Digital Gains 5%, Micron Climbs 3% as UBS, Citi, BofA Turn Bullish on MemoryMemory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron Technology (NASDAQ:MU) stock is up 3% to $1,008.77. The bounce comes after a brutal Thursday session, when SanDisk shares fell 14%, Western Digital shares dropped 10%, and ... SanDisk Rebounds 5%, Western Digital Gains 5%, Micron Climbs 3% as UBS, Citi, BofA Turn Bullish on Memory
Yahoo Finance41d agoneutral
Tech stocks live: SpaceX stock gets its next catalyst, Samsung earnings on deckInvestors are assessing strong momentum for hardware companies in the first half of the year.
Bloomberg41d agobullish
BlackRock, Vanguard ETFs Diverge Over 170% AI-Fueled Rally(Bloomberg) -- For more than a decade, investors could treat the two biggest emerging-market exchange-traded funds as almost interchangeable.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarNow, a long-running schism over wh
GuruFocus.com41d agobearish
South Korea Eyes $65 Billion Chip Tax Windfall FundSeoul may use excess semiconductor tax revenue to support AI, chip plants, housing, startups and jobs.
The Wall Street Journal41d 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.
Barrons.com41d agoneutral
AI Still Key to U.S. Equity GainsArtificial intelligence is still key to U.S. equity gains, according to Capital Economics' Thomas Mathews in commentary. The past few weeks have seen concerns raised about the health of the AI rally, said the head of markets, Asia Pacific.
Bloomberg41d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T
Euronews41d agobearish
South Korea to funnel AI chip tax windfall into public investment, housing and jobsSouth Korea plans to channel a surge in tax revenue from its booming AI chipmakers into a new state fund, backing everything from semiconductor infrastructure to housing and jobs for young people.View on euronews