SK hynix Inc. 000660

The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.

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.

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...

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

SK Hynix is surging while Seagate slides and Micron barely budges, and that split inside the memory trade raises a question worth answering before the next move arrives.

Micron earnings are Wednesday, and options are pricing in a ~10% move. Is a 2X leveraged Micron ETF the smart way to play it, or a costly mistake? Direxion’s Bilal Little breaks down how leveraged single-stock ETFs really work, why they’re built for daily trading, and what happens to a 2X fund if Micron swings 10% either way.

Micron reported its Q4 earnings after the bell Wednesday.