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30.10.26 - 01:18
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Alibaba, Tencent, ByteDance reportedly seek 10-year DRAM deals (Digitimes)
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Alibaba, Tencent, and ByteDance are reportedly seeking long-term server DRAM supply agreements with Samsung Electronics and SK Hynix, with some requests extending through 2035, as Chinese cloud service providers (CSPs) join US technology giants in competing for future memory capacity....
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29.10.26 - 08:39
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Micron-Aktie: Physische KI als neuer Treiber – Prognose 2030 (Der Aktionaer)
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Micron profitiert von der Speicherknappheit – und die könnte länger dauern als gedacht. Wedbush Securities sieht in Robotern den nächsten Treiber und beruft sich auf Elon Musk. Rückenwind kommt aus Korea: SK Hynix meldete am Mittwoch Rekordzahlen und erwartet den Mangel bis zum Jahr 2030....
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29.10.26 - 08:15
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SK Hynix-Aktie schießt +13% hoch – erst der Anfang? (Sharedeals)
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SK Hynix hat mit seinen neuen Quartalszahlen für Begeisterung an der Börse gesorgt. Der südkoreanische Speicherchiphersteller meldete einen gewaltigen Umsatz- und Gewinnsprung und übertraf damit die Erwartungen der Analysten deutlich. Die Aktie reagierte mit einem Kursplus von fast +13% und machte einen großen Teil ihrer jüngsten Verluste wieder wett. Doch hinter den starken Zahlen steckt […]
The post SK Hynix-Aktie schießt +13% hoch – erst der Anfang? first appeared on sharedeals.de....
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29.10.26 - 05:06
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Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028 (Digitimes)
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Samsung Electronics and SK Hynix are undertaking their largest-ever equipment investments in 2026, but the memory supply increase is not expected to materialize until 2028. By then, however, new South Korean plants and expanded capacity at China's ChangXin Memory Technologies (CXMT) are expected to come online simultaneously, potentially triggering price competition in commodity DRAM....
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28.10.26 - 19:01
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Countdown to Fed, Tech Earnings (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Powerful profits from SK Hynix refuel the AI trade as booming demand for memory chips shows no signs of slowing. Microsoft and Alphabet gear up to report results on the busiest day of earnings season for the S&P 500. Plus, Federal Reserve Chair Kevin Warsh takes the spotlight, with the Fed expected to hold rates today while keeping the door open to a December move. Nuveen Chief Investment Officer Saira Malik and Goldman Sachs Chief US Economist David Mericle break down the forces shaping the market outlook through the rest of 2026. Plus, the view from Dallas with Causeway CEO Sarah Ketterer, DFW International Airport CEO Chris McLaughlin and Fortress Global Co-Head of Corporate Credit Brian Stewart. (Source: Bloomberg)...
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28.10.26 - 18:03
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Futures Rise As Hynix-Fueled Memory Mania Revives AI Trade Ahead Of Fed, Big Tech; Oil Jumps (ZeroHedge)
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Futures Rise As Hynix-Fueled Memory Mania Revives AI Trade Ahead Of Fed, Big Tech; Oil Jumps
US futures are higher, if only in Nasdaq terms, as a memory-chip frenzy sparked by SK Hynix's blowout results revives the AI trade ahead of today's Fed decision and tonight's Alphabet and Microsoft earnings, while oil jumps after the WSJ reported the US told Gulf allies to prepare for a short, intense military campaign against Iran after the midterms; as a result the 10Y yield is back above 5%. As of 8:00am ET, S&P futures are up 0.2% while Nasdaq futures rise 0.6% and Dow futures slip 0.1%, a day after the S&P closed 0.6% higher at 7,723 and the Nasdaq 100 jumped 1.3% for its best day in over a month (even if roughly 60% of S&P names closed lower). In premaret trading memory names lead the way, with Micron and Sandisk both up about 4%, while Alphabet tops the Mag 7 after a report that OpenAI intends to buy Google's AI chips; on the other side, Robinhood, NXP and Enphase tumble after di...
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