Investors looking ahead to when the high-bandwidth memory (HBM) shortage will end can start looking a little further out. Micron's NASDAQ: MU response to SK Hynix's bold U.S. entry reveals that HBM sh
SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.
SK hynix (SKHY) is initiated at Buy with a $300 ADR target, reflecting its dominant HBM market share and strategic AI ecosystem integration. SKHY controls ~56% of the global HBM market and maintains d

SK Hynix Debuts: A Quick Rundown

05:06pm, Friday, 10'th Jul 2026
It's been quite a busy period for debuts over the past month or so, with the SpaceX IPO undoubtedly reflecting one of the biggest market events we've seen this year. And just recently, South Korean gi

SK Hynix: The World's HBM Leader At A Discount

03:02pm, Friday, 10'th Jul 2026
SK Hynix debuted on Nasdaq, raising ~$26.6B and offering investors exposure to the AI-driven HBM memory boom. I am bullish on SK Hynix, citing its 58% HBM market share, dominant Nvidia relationship, a
SK hynix Inc. launches its U.S. ADS at $149, raising $26.5 billion, with strong institutional demand validating continued confidence in the durability of the AI memory supercycle. SK hynix is well pos
I'm upgrading Micron Technology from Sell to Hold after Q3 results reaffirmed HBM4 product leadership and robust execution. MU's Q3 revenue and EPS significantly beat guidance; HBM4 shipments for NVID
Micron Technology (MU) earns a Buy rating as HBM4 adoption and strategic customer agreements (SCAs) fundamentally enhance its economic moat and earnings stability. SCAs lock in ~40% of MU's revenues a
TORONTO, July 08, 2026 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay” or the “Company”) ( TSX, NYSE: HBM) senior management will host a conference call on Wednesday, July 29, 2026 at 11:00

Best 3 Copper Stocks To Buy For The AI Boom

04:15pm, Wednesday, 08'th Jul 2026
AI data center growth has become an emerging demand vector for copper, alongside core economic, energy transition, and defense requirements. Copper is the metal of electrification and an indispensable
First Half of 2026 Sees a Shift in Leadership Despite conflict in the Middle East, sharp oil price swings, and resurging inflation concerns, equity markets posted positive returns in the first half of
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
HBM secures approval to boost Constancia's mill capacity to 34 million tons annually, extending mine life and supporting infrastructure upgrades.
While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and
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