|
|
|
12.10.26 - 17:36
|
"Memory Remains The Epicenter": Micron Tumbles Below $1,000 As Kospi Catches-Down And CXMT Shrinks The DRAM Cell (ZeroHedge)
|
|
|
"Memory Remains The Epicenter": Micron Tumbles Below $1,000 As Kospi Catches-Down And CXMT Shrinks The DRAM Cell
Micron just delivered the kind of quarter that would have sent the stock into orbit in June. Instead, it is tumbling and about to lose the $1,000 handle.
Barely two weeks after Micron (MU) guided to $60-$63 billion in fiscal Q1 revenue, crushing the $56.8 billion consensus, and a week after Goldman calculated that Micron alone would deliver 19% of the entire S&P 500's Q3 earnings growth...
Source... the memory giant has slumped below $1000, down almost 5%, the lowest price in over 3 weeks.
Sandisk was down even more, tumbling 7%, and according to Goldman's TMT desk, both names are now lower in 6 of their last 7 sessions. Micron is about to enter a bear market, down almost 20% from its June record close, and a stock where sentiment was "11/10" back in June is now trading like nobody wants to be the last one holding it.
The reason for the latest selloff is com...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
23.09.26 - 14:46
|
Südkorea: „Der Kühlschrank ist tot“ (Sueddeutsche)
|
|
|
Nach einem Update fallen in Südkorea zahlreiche KI-Kühlschränke von Samsung aus – ausgerechnet wenige Tage vor einem der wichtigsten Feiertage des Landes, an dem große Familienessen anstehen....
|
|
|
|
|
10.09.26 - 23:12
|
South Korea Ramps Up Spy Law to Protect Chip Secrets From China (Bloomberg)
|
|
|
South Korea is tightening its defenses against industrial espionage with a revised law on spying taking effect this weekend, as the home of global chip giants Samsung Electronics Co. and SK Hynix Inc. seeks to safeguard advanced memory technology from increasingly formidable Chinese rivals....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
25.08.26 - 06:57
|
MÄRKTE ASIEN/Uneinheitlich - Chipwerte belasten in Seoul (Dow Jones)
|
|
|
DOW JONES--Am Dienstag lässt sich an den Börsen in Ostasien und Australien keine einheitliche Tendenz ausmachen. Händler berichten von Zurückhaltung vor den Quartalszahlen von Nvidia, die am Mittwoch nach Börsenschluss in den USA veröffentlicht werden. ......
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
