4 memory stocks are darlings of the AI boom. How they differ and why we own Micron
Micron , Sandisk , Seagate , and Western Digital have emerged as four of the hottest ways to…
CNBC Daily Open: The ‘Bessent Bid’ wears off
US Secretary of Treasury Scott Bessent speaks during a press briefing in the Brady Briefing Room of the…
SK Hynix’s South Korean shares surge over 12% on stock buyback
Cfoto | Future Publishing | Getty Images Shares of SK Hynix surged over 12% in Seoul on Thursday…
Inside India newsletter: Chip squeeze hits Chinese smartphones as Apple, Samsung gain an edge
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
Inside SK Hynix’s $720 billion bet to build enough memory for AI
In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world’s leading maker…
Chinese firm tops Micron and Kioxia in shipments of NAND memory chips
Liquid cooled servers in an installation at the Global Switch Docklands data centre campus in London, UK, on…
South Korea Kospi bull market: SK Hynix, Samsung, AI trade
Employees celebrate the close of trading for the year at the Korea Exchange (KRX) on Monday, Dec. 30,…
We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Asian tech stocks drop with SK Hynix plunging 10% after Wall Street AI names fall
SK Hynix Inc. 12-layer HBM4E memory chips on a LPDDR5X CAMM2 memory module arranged at the company’s office…
SoftBank shares: Asian tech rally, SK Hynix, Samsung, Advantest
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
AI jitters: Deutsche says this subsector may offer some protection
A new phase in the AI trade is forcing investors to separate Big Tech’s winners from losers —…