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KRX:005930 8 January 2026 - 26 February 2026

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron Technology stock slipped ahead of the bell Monday, following a Barron's piece pointing to a report that Samsung Electronics plans to kick off mass production of its next-gen high-bandwidth memory, HBM4, later this month. The chips are intended for Nvidia’s AI processors.
Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Shares of Micron Technology fell 0.5% ahead of Friday’s open after Semianalysis downgraded its forecast, now expecting Micron to miss out entirely on supplying HBM4 memory for Nvidia’s next products. https://www.investing.com/news/stock-market-news/micron-stock-dips-as-analyst-slashes-nvidia-hbm4-supply-forecast-to-zero-4491031
KOSPI Breaks 5,000 as Samsung, SK Hynix Jump and Trump’s Greenland Retreat Eases Jitters

KOSPI Breaks 5,000 as Samsung, SK Hynix Jump and Trump’s Greenland Retreat Eases Jitters

South Korea’s benchmark KOSPI topped 5,000 points for the first time on Thursday, rising as much as 2.2% to 5,019.54. Samsung Electronics and SK Hynix led the move, while Hyundai Motor traded at a record. “The bullish market trend this time is a fundamentals-driven one based on earnings growth,” said Kim Jae-seung, an analyst at Hyundai Motor Securities.
Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology, Inc. shares dipped in after-hours trading Tuesday following news that SK Hynix plans to pour 19 trillion won into a new advanced chip-packaging plant in South Korea. Construction is expected to kick off in April and finish by the end of 2027. Micron dropped $7.76, or roughly 2.2%, to $338.11 from a prior close of $345.87; the stock opened at $346.24 and moved between $335.23 and $351.11 during the session. Macquarie Equity Research noted SK Hynix held 61% of last year’s high-bandwidth memory market, well ahead of Samsung Electronics at 19% and Micron at 20%.
Samsung stock in focus: Record retail buying, rising margin debt and India’s source-code push

Samsung stock in focus: Record retail buying, rising margin debt and India’s source-code push

South Korean retail investors snapped up 2.915 trillion won worth of Samsung Electronics shares last week, while unloading roughly 167 billion won in SK Hynix, according to Korea Exchange data. Margin loans tied to Samsung hit a new high of 1.977 trillion won, the figures revealed. Samsung closed Friday at 139,000 won, up 0.14%, after a day’s trading range between 135,200 and 140,700 won, market data showed.
11 January 2026
Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

U.S. stock index futures slipped on Thursday morning as investors turned cautious ahead of Friday’s U.S. jobs report, while defense shares jumped after President Donald Trump called for a $1.5 trillion military budget in 2027. At 05:08 a.m. ET, Dow futures were down 0.30%, S&P 500 futures fell 0.22% and Nasdaq 100 futures eased 0.31%; RTX gained 4.9% in premarket trading and Lockheed Martin climbed 7.2%. “While details are unclear and implementation cumbersome, a move towards more government intervention would create uncertainty and add to some risk premium in the markets,” said Mohit Kumar, an economist at Jefferies. Reuters
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