Nikkei’s AI Boom Stalls as Yen Weakens Again
Nikkei 225 fell under 67,000 Wednesday. AI-linked chip shares lost ground as investors trimmed positions. The yen slipped again, hovering near levels that have sparked currency intervention risk.
$28 Billion Chip IPO Puts Market Rebound in Focus
SK Hynix’s $28 billion U.S. share offering got more than seven times as much demand as shares on offer, according to a source who spoke to Reuters. The stock is one of the few linked closely to the AI supply chain. The ADRs, which let U.S. investors buy into the Korean chipmaker, are set to begin trading on Nasdaq on July 10.
South Korea chip rout turns leveraged ETFs into new KOSPI risk for investors
South Korea’s bear-market fall is exposing a leverage loop built on two chipmakers, not just a shift in views on artificial intelligence. The KOSPI closed down 409.52 points, or 5.35%, at 7,246.79 on Wednesday, 20.5% below its June 22 record close of 9,114.55. Samsung Electronics fell 6.3% and SK Hynix lost 5.7%; Han Ji-young, an analyst at Kiwoom Securities, said there were “worries about a slowdown in memory price growth” and uncertainty over whether earnings have peaked.
Micron Technology (NASDAQ:MU) stock analysis: memory boom now faces cycle-risk test
Micron Technology is not selling off because fiscal third-quarter numbers were weak. It is selling off because the market has started to cut the shelf life of those numbers. At 07:21 EDT in New York, regular Nasdaq trading had not opened; Nasdaq lists regular hours as 9:30 a.m. to 4:00 p.m. ET.
SK Hynix eyes $28 billion Nasdaq sale, aims to cover most AI memory push
SK Hynix on Monday kicked off a U.S. share sale that looks more like a funding bet on the AI memory market rather than a straight foreign stock listing. The company’s 43.141 trillion won target aims to fund about 77% of a 55.92 trillion won plan for HBM, new fabs and advanced packaging. Reuters said 17.79 million new shares go out through Nasdaq ADRs. The Elec cited the capex details from SK Hynix’s registration filing.
Micron (NASDAQ:MU) set for Nasdaq move as SK Hynix (KRX:000660) shakes up AI memory trade
Micron Technology comes into Monday’s U.S. session with the focus turned to its scarcity premium. The question for traders is what happens when SK Hynix, which leads in HBM, kicks off a $28.07 billion Nasdaq depositary-receipt sale. This puts less weight on AI-memory speculation and more on the impact of new supply.
Samsung rally pushes leverage as KOSPI whips nearly 10%
Samsung Electronics Co., Ltd. bounced sharply Friday. But for some investors, the volatility trade looks cleaner than the chip trade right now.
SK hynix (KRX:000660) jumps 170 trillion won as KOSPI chip rally weighs AI spending risks
SK hynix Inc. jumped 10.9% to 2,425,000 won Friday, pulling back from this week’s chip-stock rout. The gain from 2,187,000 won at Thursday’s close and 712.70 million shares outstanding meant SK hynix tacked on about 169.6 trillion won to its market cap in a day. Trading volume was 7.95 million shares, or around 1.42 times the average, according to market data.
Nasdaq under pressure with chip names lower; futures drift before jobs data
U.S. stock-index futures pointed to a mixed start Thursday. Dow and Russell 2000 futures edged up in early New York trading, but Nasdaq 100 futures slipped. Traders are watching for a jobs report that could shift rate hike bets ahead of a three-day break. Nasdaq’s premarket goes from 4:00 a.m. to 9:30 a.m. ET, and the regular session opens at 9:30 a.m. and ends at 4:00 p.m. ET.
South Korea chip shift moves AI capex focus to tool makers
ASML Holding was the biggest mover after South Korea’s new chip spending news. Shares in the Dutch equipment maker ended up 6.79% at 1,721.40 euros in Amsterdam on June 30. ASML’s market cap hit 675.86 billion euros, Google Finance shows. The gain adds around 43 billion euros to equity value in a day.
Micron faces $20 billion data center test as Korean supply risk grows
Nasdaq is open for trading Tuesday. The 2026 calendar shows the next market holiday is July 3 for Independence Day. Premarket runs 4 a.m. to 9:30 a.m. Eastern, with regular hours from 9:30 a.m. to 4 p.m. Eastern.
Nvidia holds $47 billion-per-point sway as Nasdaq tries for bounce
NVIDIA Corporation heads into Monday still trading on its size. Shares finished Friday at $192.53, off 1.64%. WSJ/FactSet data had it at $194.849 before the bell at 4:45 a.m. EDT, up 1.20% in premarket action.
Samsung, SK Hynix chip plan has investors looking beyond $1.3 trillion headline
South Korea put a number on its AI-chip plan: 800 trillion won from Samsung Electronics Co, SK Hynix Inc and suppliers to build four new fab sites in the southwest. That’s still a big wager, but well below the $1.3 trillion headline that moved memory shares ahead of the announcement. The figure is also less than the earlier 2,000 trillion won group total floated before Monday’s presidential briefing.
Asia markets look to Korea, PMIs in the week ahead
Asian stocks are opening the week with moves that look driven more by balance sheet space than by earnings news. South Korea’s KOSPI stands out: after falling about 7% last week, it’s still up 66% for the quarter and has nearly doubled this year, according to a Reuters snapshot. That split between a sharp drop and a still-high gain puts Seoul in focus as a sign of how much leverage might be left in the AI rally.
SK hynix (KRX:000660) plunge erases value equal to four pending ADR offerings in a single session
Korea Exchange stayed closed Sunday in Seoul, so SK hynix Inc. won’t see any new trades until markets open for the week. The exchange works on KST and runs normal weekday sessions. Seoul time was 02:02 on June 28.
Oil dip does little for Korea AI stocks stuck with chip cost pressure
South Korea's AI stocks fell Friday despite some relief in oil prices. Investors faced a split market with lower energy costs but higher memory prices.
SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play
SK hynix ended Thursday’s Seoul session up 13.06% at 2,917,000 won after its planned Nasdaq ADR sale turned a capital-raising story into a valuation trade. Korean cash trading had ended by the 17:20 KST dateline; market data showed the last Seoul trade at 15:30 KST.
Foreign investors pull $8.6 billion from Korean, Taiwanese stocks
Foreign investors dumped about $8.6 billion of Korean and Taiwan stocks on Wednesday, while the KOSPI jumped 3.3% in Seoul. The bounce was led by Korean buyers. Overseas investors offloaded a net 4.66 trillion won, about 8.7% of market turnover, with local retail and instituionals picking up 4.55 trillion won. In Taiwan, foreign investors sold a record NT$177.42 billion, 12.2% of turnover. TSMC slid 4.02%, dragging the Taiex down by about 76% of its 1,057-point loss. “TSMC just fell victim to such profit-taking,” Cathay Futures analyst Tsai Ming-han said. The foreign outflows show that Seoul’s pop wasn’t a sign of risk appetite coming back.
Nasdaq 100 Slides, Tech Stocks Wipe Out $1 Trillion
Nasdaq 100 was set to lose over $1 trillion in market value Tuesday, with tech stock selling moving from megacaps into chip and memory names, tightening the pressure ahead of the New York open. SpaceX shares slipped too, falling below the $2 trillion mark for the first time since its U.S. debut, Reuters said.
Micron Earnings Take Center Stage for AI Stocks This Week
Micron Technology’s latest results are up next on Wednesday, with the stock down 8% in premarket trading as investors pulled back from memory chip names after their record run. Nasdaq 100 futures dropped 2.5%. The move comes as a broad tech selloff hit the AI trade this week.
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