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Analysis-Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountain
Reuters52d agoneutral
Analysis-Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountain

Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand ‌for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix are set to hold a combined $263 billion ‌in net cash by year-end, more than double the estimated $102 billion of AI bellwether Nvidia and exceeding the combined cash of the other six "Magnificent Seven" U.S. technology companies, LSEG data and Reuters calculations showed.

What Determines Applied Materials’ Resilience on Aug 13 Earnings
24/7 Wall St.52d agoneutral
What Determines Applied Materials’ Resilience on Aug 13 Earnings

At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings

SpaceX Falling to $100: A Clear Line in The Sand
24/7 Wall St.52d agobearish
SpaceX Falling to $100: A Clear Line in The Sand

SpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional buyers show up at that level decides what kind of stock SPCX actually is.

Should Henry Schein’s Raised 2026 Sales Growth Guidance Require Action From Henry Schein (HSIC) Investors?
Simply Wall St.52d agoneutral
Should Henry Schein’s Raised 2026 Sales Growth Guidance Require Action From Henry Schein (HSIC) Investors?

Henry Schein, Inc. reported past Q2 2026 results with sales rising to US$3,458 million and net income to US$94 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. Importantly for long-term watchers, management also raised its 2026 total sales growth guidance, signaling greater confidence in the company’s operating initiatives and demand trends. Now we’ll examine how Henry Schein’s raised 2026 sales outlook reshapes its existing...