Global chip stocks have lost roughly $2.7 trillion in market value since the PHLX Semiconductor Index peaked on June 22, but Wall Street still expects Micron, Nvidia, and the rest of the industry to g…
SK Hynix shares swung wildly in Seoul as a sweeping selloff in AI memory stocks erased approximately $1.5 trillion in combined market value from semiconductor stocks, with Micron alone losing nearly $…
New Mountain Capital founder Steven Klinsky says Wall Street's panic over AI disrupting software companies is overblown, arguing that enterprise software's complexity and integration requirements will…
SK Hynix suffered its biggest one-day share price fall on record, sliding more than 15% in Seoul and wiping billions from its market value, just one trading session after its Nasdaq debut. The decline…
The Dow Jones Industrial Average fell 152 points (0.3%) Monday as oil prices surged to nearly $80 a barrel after President Trump announced a blockade and 20% toll on cargo through the Strait of Hormuz…
Bank of America says analog chipmakers are emerging beneficiaries of the AI infrastructure boom, with AI-related sales across the group expected to grow 50% to more than 100% this year. Analyst Vivek …
The AI boom has broken the memory market's boom-bust cycle, with DRAM and NAND prices soaring instead of falling, and IDC does not expect relief until 2028. SK Hynix and Micron have tripled revenues i…
TSMC shares climbed ahead of its Q2 2026 earnings report on July 16, while SK Hynix shares pulled back after its Nasdaq debut on July 10, where the IPO raised between $26.5 billion and $28 billion and…
Nvidia, Micron, Broadcom, and Applied Materials are expected to generate a record $430 billion in combined free cash flow over the next 12 months, more than triple the amount two years ago, driven by …
SK Hynix stock sank 15% in Asia on Monday, leading a broad decline in chip stocks as investors took profits amid concerns of an overstretched AI trade and a report that the company's operating profit …
A joint analysis from SEMI, McKinsey & Co. and the National Science Foundation warns that the US semiconductor industry could fall 88,000 to 157,000 workers short of the 189,000 needed by 2030, as eng…
SK Hynix raised $26.5 billion in the largest foreign IPO in US history, signaling investor demand for memory chips over GPUs. NVIDIA's stock fell 15% while memory maker Micron tripled, and H100 GPU re…
SK Hynix CEO Kwak Noh-jung warned that 2027 will be the memory industry's worst-ever year for supply shortages, with tight conditions likely persisting beyond 2030, driven by surging AI demand. The wa…
Coinbase, Lyft, and Axon are making strategic moves beyond the AI-driven 'Magnificent Seven' stocks, with Lyft expanding into robotaxis and Axon developing advanced Taser technology, highlighting broa…
Memory giants SK Hynix, Micron, and Samsung are experiencing record revenue growth driven by AI demand for high-bandwidth memory, but the boom risks a future bust cycle as massive fab investments take…
SK hynix raised $26.5 billion in its US IPO, the largest ever by a foreign company, but analysts are divided on the sustainability of the AI memory boom. The South Korean chipmaker will use the funds …
SK Hynix raised approximately $26.5 billion through its American Depositary Receipt offering, the largest US listing by a foreign company in history, signaling strong investor demand for AI-related me…
Samsung, SK Hynix, and Micron control 90-95% of the global DRAM market, with a class-action lawsuit alleging price manipulation as conventional DRAM prices surged 700% over four years. The HBM shortag…
Wall Street is scrutinizing the AI trade ahead of earnings season, with analysts watching for sustained spending and profitability. SK Hynix's strong Nasdaq debut underscores continued enthusiasm, but…
Big Tech hyperscalers are spending heavily on AI infrastructure, causing their free cash flow to turn negative, while chipmakers like Nvidia and Micron are cashing in with rising free cash flow, accor…