zacks.com · 10 jul

SK Hynix Debuts: A Quick Rundown

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 giant SK Hynix made its US debut.

seekingalpha.com · 10 jul

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

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, and aggressive revenue and margin expansion. The company's Q1 ‘26 revenues surged 198% to $34.5B with gross margins expanding to 79.3%, reflecting robust demand and operational leverage.

seekingalpha.com · 10 jul

SK hynix: The AI Memory Trade's Handed Investors A Rare Second Chance

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 positioned to benefit from a two-parter re-rate, driven by a narrowing valuation discount to Micron and additive fundamental upside as rising NAND demand compounds its HBM leadership. The SKHY ADS offering gives U.S. investors a rare second chance to participate in a de-risked AI memory compounded with comprehensive leadership across HBM, DRAM and NAND.

seekingalpha.com · 10 jul

Micron Upgrade: Better HBM4 Performance Is Great, Here's Why I'm Still Not A Buyer

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 NVIDIA's Vera Rubin platform are ramping faster than HBM3E 12-high. Despite an improved outlook, I remain cautious due to cyclical risks, aggressive industry capacity expansion, and uncertain demand durability.

seekingalpha.com · 9 jul

Micron: Its HBM4 Crucial Catalyst Is Still Being Ignored

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 at fixed prices/price bands through 2028–2030, buffering cyclicality while HBM demand will drive gross margin expansion and premium pricing. HBM memory transitions MU from a commodity player to a specialized supplier, with HBM4 ramping twice as fast as HBM3E and already exceeding $1B in revenue.

globenewswire.com · 8 jul

Hudbay to Host Conference Call for Second Quarter 2026 Results

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 a.m. ET to discuss the Company's second quarter 2026 results.

seekingalpha.com · 8 jul

Best 3 Copper Stocks To Buy For The AI Boom

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 enabler for powering the AI boom. Copper for AI data centers and long-term demand is expected to outpace supply, and annual copper shortages could reach 10M metric tons by 2040.

etftrends.com · 8 jul

Broadening Trade Returns as Conflict Eases. Can It Outlast a Hawkish Fed and Fading Liquidity?

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 2026 amid de-escalating geopolitical risk, strong corporate earnings led by the AI infrastructure buildout, and a still-resilient economy.