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Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever
24/7 Wall St.78d agoneutral
Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever

One trillion dollars. That is the scale of institutional capital that spot crypto ETFs, tokenized securities, and corporate treasuries are gradually pulling toward Bitcoin and its adjacent markets. This number also represents the kind of move that would reset Bitcoin from a speculative allocation to a portfolio staple. Now trading around $61,500 per token, Bitcoin ... Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever

SK Hynix is the talk of the town. Is IPO day the right time to buy?
Yahoo Finance Video78d agobullishVIDEO
SK Hynix is the talk of the town. Is IPO day the right time to buy?

SK Hynix (000660.KS) is set to go public in the US on Friday. Hennion & Walsh chief investment officer Kevin Mahn, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre take a closer look at the company, the memory trade, and more.

Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally
24/7 Wall St.78d agobullish
Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally

Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally

Micron shares rise on $3B US semiconductor supply chain investment
Proactive78d agoneutral
Micron shares rise on $3B US semiconductor supply chain investment

Micron Technology Inc (NASDAQ:MU) shares rose 7% on Thursday after the company announced plans to invest up to $3 billion to strengthen the U.S. semiconductor supply chain and support future manufacturing capacity. The investment includes $500 million in strategic financing support for...

SK hynix Goes Public Tomorrow. Should You Buy at $149?
24/7 Wall St.78d agobullish
SK hynix Goes Public Tomorrow. Should You Buy at $149?

Artificial intelligence has turned memory chips into one of the most valuable pieces of the semiconductor supply chain. Nvidia‘s (NASDAQ:NVDA) AI accelerators grab the headlines, but high-bandwidth memory (HBM) has quietly become just as essential because advanced AI chips can’t deliver peak performance without it. Until now, U.S. investors looking to capitalize on that trend ... SK hynix Goes Public Tomorrow. Should You Buy at $149?

From $124 to $938 in a Year, Is Another Rally Coming For Micron?
24/7 Wall St.78d agobullish
From $124 to $938 in a Year, Is Another Rally Coming For Micron?

Micron Technology (NASDAQ:MU) has been the wildest ride in the AI memory trade. The stock rallied from $119.73 a year ago to a 52-week high of $1,254.81, then pulled back to $938.38 after a Samsung-triggered memory selloff. My question: is another leg higher coming, or is fair value already in the price? Our 24/7 Wall ... From $124 to $938 in a Year, Is Another Rally Coming For Micron?

AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
24/7 Wall St.78d agobullish
AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

SK Hynix Listing Is Oversubscribed. Where It Might Open for Trading on Friday.
Barrons.com78d agoneutral
SK Hynix Listing Is Oversubscribed. Where It Might Open for Trading on Friday.

SK Hynix stock rose on Thursday ahead of the South Korean company’s listing of American depositary receipts. The memory giant is launching an ADR listing on the Nasdaq under the ticker symbol SKHY on Friday. Ten ADRs will represent one local South Korean share, giving an implied dollar price per ADR of around $144.50.

Bloomberg78d agoneutral
SK Hynix Said to Guide US Offering Price 3.1% Above Korea Close

(Bloomberg) -- SK Hynix Inc. is telling investors it intends to price its US listing at $149 per American depositary receipt, according to people familiar with the matter, despite recent volatility in the Korean memory chipmaker’s shares.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Sec

Micron Technology (MU) Gains from growing AI infrastructure investment
Insider Monkey78d agoneutral
Micron Technology (MU) Gains from growing AI infrastructure investment

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here. Equity markets experienced a significant rally in the second quarter, fueled by robust earnings and increasing optimism regarding easing geopolitical tensions. The S&P 500 Index climbed 15.2% during this period, […]

Has Micron Stock Finally Topped? Not According to the Pros
24/7 Wall St.78d agoneutral
Has Micron Stock Finally Topped? Not According to the Pros

It’s been the big question on the minds of tech investors in the past few weeks: have Micron (NASDAQ:MU) and the broad basket of semiconductor stocks finally peaked out? And is this the moment that investors are betting against the DRAM stocks — which includes Dr. Michael Burry of The Big Short fame himself, who ... Has Micron Stock Finally Topped? Not According to the Pros