Tag: Micron Technology Inc
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Retail-trader ‘bottleneck bros’ eyeing AI supply chain can’t wait for SK Hynix options
For many of those retail tech traders, SK Hynix’s memory business reminds them of Micron – the paragon of the supply-chain bottleneck thesis.
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Seize the advantage in Micron options against the SK Hynix listing, Jeff Kilburg says
MU options saw massive activity Friday, indicating heavy hedging or directional bets as the memory chip trade repositions.
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SK Hynix is set to make its Wall Street debut. Will that narrow the chipmaker’s ‘Korea discount’?
As global chip giant SK Hynix makes its Nasdaq debut Friday, the listing serves as a major test of whether the company can shed its long standing “Korea Discount.”
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CNBC Daily Open: Mideast diplomacy hopes are alive, SK Hynix is set for U.S. debut
The latest developments from the NATO Summit is signaling cracks between the Europe-U.S. alliance, with no new commitments from members of the defense alliance to assist with the Middle East conflict.
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The SK Hynix ADR listing is coming Friday. What it means for U.S. memory stocks
The offering will likely add to the memory chip story, but could be a catalyst for more unwinding in the short term.
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Micron shares rise 7% after announcing billions more in U.S. chipmaking investments
Micron announced a new round of investments aimed at boosting the U.S. semiconductor supply chain.
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SpaceX is racing toward orbital data centers. Here are ways to play this emerging technology
SpaceX’s push toward orbital data centers opens new avenues for AI infrastructure. Wall Street is already mapping the stocks that could benefit.
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Momentum stocks like Micron fall into correction territory. Is it something bigger or time to buy?
Wall Street trading desks aren’t seeing signs of a panic in the chip space or in AI stocks more broadly.
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A crowded tech trade is starting to unwind. Charts suggest two stocks to play the move
The most one-sided trade in tech — long chips, short software — is likely starting to unwind. These two software stocks might be worth buying, Todd Gordon says.
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