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SK hynix responded to the latest collapse in AI memory stocks with one of the biggest capital-return moves the sector has produced: a 40 trillion won, or roughly $28.6 billion, share repurchase and cancellation program. The timing matters. SK hynix disclosed the plan after the Seoul market closed Wednesday, meaning the stock’s roughly 9.8%-9.9% regular-session decline came before the announcement rather than in response to it. The first clean market reaction came in the U.S., where SK hynix ADRs initially rose more than 5% in premarket trading before much of that gain faded during the regular session. That still makes…

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Rocket Lab stock has rebounded in the past few weeks, moving from a low of $58.25 to $82, helped by its strong earnings and increasing backlog. It also jumped after the company inked a major deal with Viasat and other organizations. It has formed a giant double-bottom pattern, pointing to more upside in the near term.Rocket Lab stock jumps after a major Viasat dealRKLB stock continued rising this week, reaching a major deal with Viasat, one of the top companies in the satellite communications industry. In a statement, Rocket Lab said that it would deliver a GEO configuration of its…

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Reports that the Federal Communications Commission is preparing restrictions on new Chinese optical transceivers have already started repricing the companies that supply the high-speed links inside AI data centers. The search response has been unusually sharp. FinanceFeeds data show Nokia moving from just eight impressions over 28 days to 7,250 in three days, while Applied Optoelectronics went from zero to 4,427. The market reaction has been similarly concentrated around companies that could pick up business if U.S. data-center operators have to reduce their reliance on Chinese modules. The key qualification is that there is no published FCC rule specifically banning…

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Nike stock continued its strong downward trend, reaching its lowest level since September 2024, as investors remained impatient about its turnaround strategy. NKE dropped to $38.94, down by over 78% from its highest point on record. This sell-off may continue in the foreseeable future as investors remain cautious.Nike stock price technicals point to more downsideThe weekly chart shows that the NKE stock has been in a strong sell-off in the past few years, turning one of the most popular blue-chip companies into a fallen angel. It has recently dropped below the important support level of $52.53, its lowest level in…

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Fading Fed rate-hike odds, expired Hormuz diplomacy, and joint US-Japan currency interventions have driven down the US Dollar.. Collapse in September Rate-Hike Odds Drives DXY Below 200-Day EMA Expectations for monetary tightening by the United States central bank have cooled rapidly following a sequence of softer domestic economic reports. Disappointing figures—including a monthly contraction in retail sales and cooling annual Consumer Price Index (CPI) and Producer Price Index (PPI) inflation—have dismantled the hike premium that previously supported the Greenback. Consequently, market probabilities for a September interest rate increase have shrunk dramatically, pushing the US Dollar Index (DXY) below its 200-day…

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Nvidia’s planned backstop for OpenAI’s huge Ohio data-center project has moved from negotiation to a signed structure, but at less than half the exposure first discussed. Nvidia will provide up to $105 billion of guarantees tied to the PORTS-Pike Technology Campus in Pike County, Ohio, Reuters reported Monday, while investing another $1.5 billion in developer SB Energy. That is below the “less than $120 billion” figure reported Friday and far below the roughly $250 billion guarantee that had been under discussion in July. The timing matters. Friday’s Wall Street Journal report said a deal could be signed as early as…

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Nebius stock bounced back this week, reaching its highest level since June 30 this year, up by 90% from its lowest point in July. It is slowly nearing its all-time high, helped by the ongoing demand for its products. Despite this growth, Michael Burry has shorted the company, warning that its performance is emblematic of the ongoing AI boom.Nebius stock jumped after strong earningsNebius, a company that Nvidia backs, published strong financial results, with the management pointing to robust demand from hyperscalers and other companies in the AI industry. In a statement this week, the company said that its revenue jumped…

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Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite happened: AI & Cloud order intake nearly tripled to €2.8bn, Optical Networks grew 20% and IP Networks 16%. Demand accelerated. What broke the stock was a cost line — Ericsson warned that memory-chip inflation would compress equipment margins into 2027, and the entire sector de-rated in sympathy. That is the single most useful thing to understand about Nokia (NYSE: NOK) at $10.76. Its bull case and its bear case are the same event seen from opposite…

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S&P Dow Jones Indices announced after Thursday’s close that Reddit (NYSE: RDDT) will replace AvalonBay Communities (NYSE: AVB) in the S&P 500, effective prior to the opening of trading on Tuesday, August 18. The stock closed the regular session at $158.12, up 3.04%, then rose as much as 11% in after-hours trading. It held the move overnight: RDDT was quoted at $176.07 in Friday’s pre-market, up 11.35% from Thursday’s close, per TradingView data at 13:31 GMT+1. If you searched Reddit’s stock price this morning, that jump is why the number looks unfamiliar. Whether $176 is a level worth paying is…

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The Schwab US Dividend Equity ETF (SCHD) has done well this year and is now sitting at its all-time high. It has jumped by 25% this year, beating the Nasdaq 100 and S&P 500 indices despite the fact that it has limited exposure to the artificial intelligence (AI) industry. It has become the second-biggest dividend ETF in the world after the Vanguard Dividend Appreciation ETF (VIG). While the SCHD is a good dividend fund, data shows that the iShares Core Dividend ETF (DIVB) is a better buy. What is the SCHD ETF?The SCHD ETF is a top fund that tracks the Dow…

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