Why are Micron, SK Hynix stocks rallying today after CoreWeave, Super Micro earnings?

Memory and storage stocks surged on Wednesday as fresh results and upbeat forecasts from CoreWeave and Super Micro Computer reassured investors that spending on artificial intelligence infrastructure remains strong. Micron Technology MU rose more than 6% in early trading, while South Korea's SK Hynix gained about 8%.

Invezz • 5 hours ago

SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens

Memory and storage stocks are rallying sharply Wednesday morning as fresh catalysts stack on top of an already tight supply picture.

24/7 Wall Street • 5 hours ago

Micron Stock Might Be Rising But SK Hynix Is Pacing Ahead

Micron stock was rallying alongside other chip names on Wednesday but Korean standouts SK Hynix and Samsung Electronics outperformed following a report of a massive investment.

Barrons • 9 hours ago

SK Hynix Has Suffered Post-IPO as Memory Flags: A Wall Street Pro Remains Sanguine With 160% Returns Predicted

Shares of SK Hynix (NASDAQ:SKHY) currently trade at $135.29, well below the consensus Wall Street price target of $244.61.

24/7 Wall Street • Aug 11, 2026

Micron vs. SK Hynix: Which Memory Chip Giant Is the Better Buy?

SK Hynix and Micron have benefited from soaring memory chip prices. One has a closer relationship with Nvidia and a strong position in high-bandwidth memory production.

The Motley Fool • Aug 11, 2026

Why Micron, SK Hynix could gain from Nvidia's de-spec of Rubin Ultra?

Nvidia's decision to test versions of its upcoming Rubin Ultra chip with less memory could paradoxically increase demand for high-bandwidth memory, providing another boost to leading suppliers such as Micron Technology and SK Hynix. UBS analyst Timothy Arcuri said Monday that Nvidia appears to have moved to “de-spec” its upcoming Rubin Ultra offering, a term used when certain specifications or capabilities of a chip are reduced, MarketWatch reported.

Invezz • Aug 11, 2026

Why Samsung and SK Hynix are ripping higher despite a weaker Nasdaq

Samsung Electronics and SK Hynix surged in Seoul on Wednesday, defying a weaker overnight signal from Wall Street. Samsung climbed more than 7% and SK Hynix more than 5% in morning trading, even as the Nasdaq Composite fell 0.6% on Tuesday amid Middle East concerns and caution ahead of US inflation data.

Invezz • 16 hours ago

CIO: Prefer equipment makers and foundry stocks over memory names in semiconductor trades

UBS Global Wealth Management's Suresh Tantia says there is limited valuation rating of South Korea's memory stocks given the strong competition coming out of China. He also says that while upside is limited, investors should still buy the dip in semiconductors.

CNBC International TV • a day ago

Samsung stock rebounds, SK Hynix sinks: here's why Korea's AI trade is diverging

Samsung Electronics shares rebounded sharply on Tuesday while SK Hynix stayed in the red, splitting South Korea's two biggest memory-chip makers. Samsung was up 3.26% by 11:20 AM KST after opening lower, while SK Hynix fell 1.90%.

Invezz • Aug 11, 2026

The Dating Scene That's Suddenly Dominated by Chip Nerds

Thanks to mid six-figure bonuses, engineers at Samsung and SK Hynix are the hottest bachelors in South Korea.

WSJ • Aug 10, 2026