Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
SK Hynix in Korea moved from down 5.8% to up 2.7% to down 4.2%. Here is why a leveraged bet on that day would have hurt even more
SK Hynix's Korea-listed shares and the Kospi moved through a huge range and still closed down more than 4% on Monday. Here is the math on why a 2x leveraged position on a day like that is more dangerous than it looks, even after a partial recovery.
Korean funds are paying 25 percent extra to buy SK Hynix (SKHY) in New York
Eleven Korean active ETFs bought SK Hynix's US listing (SKHY) days after its Nasdaq debut, paying about 25 percent above the Seoul price. A fund rule explains why.
SK Hynix's (SKHY) 'reverse kimchi premium': Americans now pay 25% more than Seoul for the same stock
SK Hynix's US shares (SKHY) closed Friday at $154.03, about 25% above the same company's price in Seoul. Korean media calls it the reverse kimchi premium. The difference reached 51% on July 14, and analysts say a premium this wide usually starts pulling the cheaper Seoul shares upward.
Memory stocks fell hard this week, from Micron (MU) to Western Digital (WDC). Sandisk (SNDK) lost 29%, and Goldman's price target says it should be 60% higher.
Sandisk (SNDK) fell 29% this week, the worst of a brutal stretch for memory stocks that also hit Micron (MU) and Western Digital (WDC). Two weeks ago Goldman Sachs raised its SNDK target to $2,200, more than 60% above Friday's close. Earnings on August 5 start settling the argument.
SK Hynix's own chairman had one message for panicking investors: stop trading, just hold. (July 17, 2026)
SK Group chairman Chey Tae-won told investors Friday to stop trading SK Hynix and just hold it, a day after the stock fell 11.5% in Seoul and its Nasdaq shares (SKHY) dropped another 13.7% overnight. By Friday afternoon, SKHY was already green, up more than 5% in New York trading.
SK Hynix (SKHY) and Samsung make almost 80% of the world's AI memory. That's why Micron (MU) and US chip stocks crashed again (July 16, 2026)
Chip stocks fell hard again on July 16: SK Hynix's US shares (SKHY) closed down 13.7%, SanDisk (SNDK) 12.6%, Western Digital (WDC) 9.2%, Micron (MU) 5.7%, even after TSMC's record quarter. The reason traces back to Korea, where Samsung and SK Hynix make close to 80% of the world's AI memory, and to China's CXMT pricing an $85.7 billion IPO the same day.
SpaceX briefly fell below its IPO price today, and the revenue never supported a $2 trillion valuation
SpaceX dipped as low as around $132 on Wednesday, briefly trading below its $135 IPO price for the first time, before closing at $135.27, just pennies above it. With about $18.7 billion in revenue last year, a $2 trillion valuation was always a stretch, and Morningstar said as much before the IPO even priced.
Money is rotating out of semiconductor stocks and into the Mag 7 today. (July 15, 2026)
The real move Wednesday is money rotating into the Mag 7, Apple, Microsoft, Amazon and Meta are each up more than 3%. That money is coming out of semiconductor stocks, as SK Hynix's Nasdaq ADR, Micron and SanDisk all give back this week's spike.
The Close, July 14: IBM lost a quarter of its value, and SK Hynix's Nasdaq stock jumped 27%
IBM lost about a quarter of its value in a single session after a weak preliminary report, and the damage spread across enterprise software. SK Hynix's brand-new Nasdaq stock went the other way, jumping 27% on a day chips broadly rallied.
SK Hynix's new Nasdaq stock rose 20% today. The same company in Seoul only gained 4%.
SK Hynix's week-old Nasdaq stock, SKHY, rose about 21% Tuesday. The company's original Seoul shares gained less than 4% the same day. The difference comes down to a very new, very thinly available ADR, and it is worth understanding before it happens with the next Korean listing.
The Iran war just crashed the Kospi into its 7th circuit breaker of the year. SK Hynix fell harder than Samsung again.
South Korea's Kospi crashed 8.95% and halted trading for the seventh time this year as US strikes on Iran spread to Bahrain, Oman, Jordan and Kuwait. SK Hynix fell harder than Samsung again, and its three-day-old US ADR followed the Seoul selloff down too, though by a smaller margin.
Inside the AI hardware stack, from Nvidia's chips to the grid that powers them
An AI data center is seven layers of hardware: GPUs, memory, storage, CPUs, networking, manufacturing, and power. Here's the full map, with the public companies behind each layer and where the bottlenecks actually are.
Institutions got SK Hynix at $149. The public paid $170 the next day.
SK Hynix's $26.5 billion Nasdaq ADR priced at $149, and ten investors took half the deal. When SKHYV actually started trading, the first print came in at $171.71. Here's how the allocation worked, and why the public never had a shot at that price.
SK Hynix (SKHY) passed Samsung for one day in South Korea. My theory on why it ran to the Nasdaq
On June 22 SK Hynix passed Samsung as South Korea's most valuable company for the first time in 25 years. It lasted one day, and the Kospi hit circuit breakers the next session. Here's my theory on why that's exactly why SKHYV just sprinted to the Nasdaq.
SK Hynix priced its Nasdaq debut 3.1% above Seoul, after demand ran 7 times oversubscribed.
SK Hynix guided its Nasdaq ADR offering to $149 each, a 3.1% premium to Seoul's close, after the book ran more than 7 times oversubscribed. Here's the math behind the premium and who anchored the deal.
Chip stocks just had their best day in weeks. Meta and Amazon are both betting billions that AI compute demand isn't topping out (MU, WDC, META)
Micron, SanDisk, and Western Digital are having their best day in weeks. A week after a rumor said Meta had too much AI compute, Meta and Amazon both bet billions that demand is still growing, and Samsung's own record quarter couldn't shake investors until this week's data center news did.
A week ago I called my SK Hynix (SKHY) trade. I sold the $190 spike and bought the $154 dip.
David Han laid out a specific SK Hynix (SKHY) trade theory on July 7: a debut spike, Micron riding the sympathy wave, then a memory selloff as the excitement drained out. A week later it mostly played out, and he sold SKHY near $190 and bought back at $154. The original call is left exactly as written.
SK Hynix's $28 billion Nasdaq debut names Leopold Aschenbrenner's fund as a cornerstone investor
SK Hynix's record roughly $28 billion Nasdaq listing (SKHY) drew a cornerstone commitment from Leopold Aschenbrenner's Situational Awareness fund. The twist: the fund's single biggest disclosed position is a bet against the chip sector, which makes an anchor check into a memory chipmaker the story worth watching.
Samsung's record beat couldn't stop a memory stock selloff, and Micron (MU) is caught in it
Samsung posted a record 89.4 trillion won ($58.5 billion) Q2 operating profit, up 18-fold year over year, and the stock still opened lower. Memory names like Micron, SanDisk, and Western Digital are down sharply while the broader Nasdaq 100 barely moved. This is still developing after-hours and can change fast.
What is HBM? The memory chips powering the AI boom
Only three companies make high bandwidth memory, the chips every AI accelerator depends on, and supply is sold out through 2026. What HBM is, who makes it, and how to invest in it.
How to buy SK Hynix stock (SKHY), the leveraged tickers, and two symbols that no longer work
SK Hynix trades on the Nasdaq under SKHY, and any US brokerage account can buy it. Here is how to place the order, which stocks actually give you this trade, the six leveraged tickers, and why the leveraged ones lost more than double.
Samsung, SK Hynix and Micron (MU): where the DRAM price-fixing lawsuit stands, updated August 8, 2026
A federal class action accuses Samsung, SK Hynix and Micron (MU) of colluding to choke DRAM supply and inflate RAM prices roughly 700% over four years. Updated July 28, 2026: defense counsel has appeared and the docket has passed 50 entries, but nothing substantive has been filed.
The Roundhill Memory ETF (DRAM) just added its first Chinese stock, and it is the priciest name in the fund
The Roundhill Memory ETF (DRAM) added GigaDevice as its first Chinese holding, and it is the priciest name in the fund. Updated August 1: CXMT is now in the fund too, at a 2.52% weight worth $627.5 million, held through a total return swap.