South Korean chipmaker SK Hynix made its historic Nasdaq debut, marking the largest U.S. listing by a foreign company, reflecting strong investor interest in AI infrastructure. Despite recent pullbacks in chip stocks due to concerns about the AI boom's sustainability, SK Hynix and other AI chip stocks have shown impressive earnings growth driven by high spending from hyperscalers. Quant strategist Steven Cress highlights opportunities in semiconductor stocks benefiting from AI trends, emphasizing strong fundamentals and growth potential. This debut underscores the ongoing market rotation and investor appetite for AI-related tech stocks.
SK hynix Inc. posted a strong Q1 with 60% year-over-year revenue growth and a 72% operating margin, driven by its leadership in HBM technology. Despite these impressive results, the analyst prefers Micron Technology due to its clearer long-term strat...
The global silicon interposer market, valued at $4 billion in 2025, is projected to grow to $14.04 billion by 2035 with a CAGR of 13.38%. Growth is fueled by rising adoption of AI, chiplet architectures, and advanced semiconductor packaging technolog...
Micron Technology has been upgraded from Sell to Hold following better-than-expected Q3 revenue and earnings per share, driven by strong demand for its HBM4 memory products, especially for NVIDIA's Vera Rubin platform. The company’s HBM4 shipments ar...
Backpack has introduced the first-ever 24/7 trading platform for real U.S. equities, allowing international investors to buy and sell stocks like SpaceX, Micron, and SanDisk around the clock. Unlike synthetic derivatives, these are actual equities wi...
Jefferies chief global strategist Chris Wood advises investors to focus on memory chip makers like Micron, Samsung Electronics, and SK Hynix instead of AI hyperscalers such as Meta, Microsoft, Amazon, and Alphabet. This recommendation comes amid grow...
