SK hynix Inc. 000660

Micron just delivered the kind of quarter that should send a stock soaring, yet sellers showed up anyway. What the market's reaction reveals about where memory stocks go from here deserves a closer look.

Stocks were weaker after weekly jobless data and as worries around a hot economy, inflation and bulging fiscal deficits pushed bond yields higher again.

ASML commands the toolmaking monopoly, while SK Hynix dominates memory, but their valuations and risk profiles diverge sharply.

For the fourth quarter, analysts project sales growth of 354% to $51 billion, and an eye-popping gross margin of 85%, all records for Micron.

Futures: The S&P 500 is trying to bounce off its 50-day line amid high oil prices and Treasury yields. Micron earnings easily beat.

Investing.com-- South Korean exports grew much more than expected in September, bolstering the country’s trade surplus as artificial intelligence-fueled demand for chips and electronics remained strong.

The Roundhill Memory ETF, or DRAM, has soared since it made its debut in April. Micron is a big reason why. But other new memory ETFs have fizzled so far.

SK hynix (NasdaqGS:SKHY) is weighing a US IPO of its US-based memory subsidiary Solidigm, according to recent company discussions. The potential listing would introduce a new public entity into SK hynix's group structure, which already includes multiple cross-holdings. Some investors are questioning how a separate Solidigm float might affect capital allocation priorities across the wider SK hynix group. The proposed Solidigm IPO is important, and investors also need to weigh SK hynix's...

Broadcom boasts a 36% net margin and $26.9B in free cash flow, while SK hynix commands a 44% margin with a 4x lower valuation multiple.

Kelly Intelligence CEO Kevin Kelly and Visible Alpha's Melissa Otto debate whether Micron can achieve similar multiple expansion or if historical semiconductor cyclicality and Korean competition (SK Hynix, Samsung) will keep its valuation capped.

SK hynix (KOSE:A000660) has put its AI ambitions on clearer display by launching a new corporate venture capital arm called SK hynix Ventures and hosting an investor-focused SK hynix Ventures Day in Silicon Valley. Despite launching SK hynix Ventures and hosting its Silicon Valley event, SK hynix’s 7 day share price return declined 4.24%. However, the 30 day share price return of 6.51% comes on top of a year to date share price gain of 163.37% and a very large 1 year total shareholder return...

Demand wasn't the question for Micron when it reported earnings after the bell on Wednesday, according to Creative Strategies CEO and principal analyst Ben Bajarin.

Oura is the fourth company to pull the plug on its stock offering this month. Higher bond yields are partly to blame. But the bigger culprit is that investors only have eyes for big AI IPOs like Anthropic.

Inflation data, Micron earnings loom after Treasury yields pressured stocks, but not Bloom Energy and other AI plays.

Micron has been one of the market's hottest stocks over the past year.

At a share price above $1,000, a stock split seems likely for the memory chip juggernaut.

The firm expects high-bandwidth memory to stay less profitable than conventional DRAM in 2027