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Memory chip stocks dropped on potential Chinese competition and AI bandwidth bottlenecks, pulling down Nvidia and the Nasdaq. Meanwhile, hardware buyers Apple and Alphabet gained, and non-tech streng…
SK Hynix fell 20% post-IPO amid AI sector selloff despite record Q2 earnings and $38B fab investment. Analysts see 81-162% upside, citing strong HBM supply position for NVIDIA's AI chips, with fundam…
S&P 500 up 13.4% YTD, eyeing fourth straight double-digit year. AI stock froth shows cracks in memory sector, but safe stocks like Apple and Coca-Cola keep rising. Article urges long-term investing d…
Micron shares fell 28.7% in July amid AI-hardware valuation fears, weak SK Hynix earnings, rising Chinese memory-chip competition, and oil-driven inflation worries from the Iran conflict, pressuring …
Podcast discusses Samsung's stock plunge despite record profits, questioning if AI memory chip rally is overextended. Amazon raised $25B in debt at favorable rates for AI/logistics spending, joining …
AI trade jitters hit semiconductor stocks as memory chip names plunge. Investors demand earnings proof of AI monetization beyond capex. Alphabet reports first among Big Tech Wednesday amid high expec…
SK Hynix ADR rebounded 8% after HSBC reaffirmed its top pick status, following a rout tied to South Korea's surprise rate hike and leveraged-ETF suspension. Move was stock-specific; broader semicondu…