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Market Trends

AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Investor confidence has risen after Amazon and Microsoft showed that heavy AI spending can drive revenue growth.

SK Hynix Prices ADRs at $149, Raises $26.5 Billion in Nasdaq Debut

Micron Posts Record Quarter and Secures $100 Billion in Customer Guarantees as Stock Retreats

AI Chip Boom Sends Korea’s Market to Record Highs and Raises Systemic Risk

Micron’s Blockbuster Quarter Reinforces AI Memory Shortage as Markets Whipsaw

AI‑Led Rally Reverses as Kospi Plunges 10% and Triggers Circuit Breaker

Apple Says Device Price Increases Are Unavoidable

Memory Makers Enter Trillion-Dollar Club as HBM Shortage Roils Markets

Micron Joins $1 Trillion Club After UBS Triples Price Target

Analysts Lift Micron on AI Memory Crunch

Analysts Push Micron Price Targets Higher Ahead of March 18 Earnings on AI Memory Tightness

Micron Bets $200 Billion on U.S. Fabs as AI HBM Supply Sells Out Through 2026

SK hynix, Samsung Post Record Q3 on AI Memory Boom as HBM4 Rollout Begins