SKHYSK hynix Inc. American Depositary Shares

There's a major ETF focused on AI memory stocks, but it has some drawbacks.

Micron's CEO just confirmed a specific date when a government-imposed restriction on buybacks expires, and with competitors already returning tens of billions to shareholders, what happens next on that calendar day could reshape how investors value the stock entirely.

The Korean company’s plan to buy back as much as $78.88 billion of shares comes as chip makers reap the rewards of the artificial-intelligence boom.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

South Korea plans to create a new fund to channel tax windfalls from the country's semiconductor boom into supporting ‌younger generations and invest in future growth industries such as artificial ‌intelligence, the budget ministry said on Friday. The proposed "Future Response Fund" would finance programmes aimed at helping ​young people find jobs, buy homes and start families, while also supporting investments in AI, regional development and talent development, according to a ministry press release. The fund would be financed mainly by tax revenue exceeding a benchmark based on the average ‌growth in domestic tax ⁠receipts over the past decade.

Samsung Electronics will hold a board meeting on Friday afternoon to discuss a new shareholder ‌return package, a person familiar with the matter said, after media reports ‌put the plan's worth at more than $70 billion. Samsung, which like rival SK Hynix, has seen earnings soar as ​the AI boom creates insatiable demand for chips, is expected to discuss special dividends as well as share buybacks and cancellations. It is set to announce a new shareholder return package later this month worth more than 100 trillion won ($72 billion), South Korea's MoneyToday reported.

Samsung Electronics expects its shareholder returns for this year could reach up to 110 trillion won ($79.54 ‌billion), including 30 trillion won in cash dividends in the third quarter, it said ‌on Friday. The 110 trillion won would be over five times the size of the previous high in shareholder returns of ​20.3 trillion won in 2020. Like rival SK Hynix, Samsung has come under pressure from shareholders to return some of the gains from their record-breaking profits as the AI boom drives demand for chips.

South Korea's SK Hynix is considering building ‌a memory chip plant in ‌Japan's Miyagi prefecture and could invest tens ​of trillions of won in the project, the Hankyoreh newspaper reported on Friday, citing industry sources. The newspaper ‌said SK Hynix ⁠is pursuing the investment in northeastern Japan as it ⁠looks to expand production capacity amid growing global demand for memory ​chips. It said ​SK Group ​Chairman Chey Tae-won ‌recently visited the area, which is one of Japan's designated semiconductor industry hubs.

The Roundhill Memory ETF has roughly doubled since April, making it one of the fastest-gaining thematic funds in recent memory. Before you chase that return, there is a sizing question that could protect your retirement or quietly wreck it.

DRAM bundles the entire memory chip boom into one ticker, and that same design feature is quietly loading investors with a risk most people never think to check before buying in.

While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.

A massive research push could sharpen Micron's competitive edge

Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, as preparations for the artificial intelligence firm’s debut pick up speed.

Micron unveils Micron Research Labs, a new research institution. Its stock has soared more than 700% over the last year, and was up again Thursday.

The potential payout could reshape Samsung's capital allocation story

It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

STOCKS The effects of Scott Bessent’s intervention in bond markets are proving short-lived: Yields are on the rise again. The Treasury secretary’s move to ratchet up bond repurchases had temporarily cooled yields, which have been pushed higher by swelling fiscal deficits and rampant borrowing by tech companies.

Shares jumped more than 10% on the report.

Micron Technology said on Thursday it plans to spend $10 billion on its newly ‌established research lab at Boise, Idaho, over the ‌next decade to advance memory technologies, develop compute systems and support future ​chip manufacturing. Large memory chipmakers such as Micron, Samsung Electronics and SK Hynix have been benefiting from a surge in demand from the rapid expansion of AI infrastructure. • The latest investment builds on the more than $250 billion that Micron had separately committed to ​manufacturing and ​R&D across the United States.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

According to TheFly, JPMorgan analyst Jay Kwon expects the buyback to boost shareholder returns over the next three months.

SK Hynix Stock Roars Back After 10% Rout With $28.6 Billion Buyback

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Investors looking to buy one of these two AI stocks for their portfolios have an easy choice to make.

SK Hynix's massive buyback and strong AI-driven memory demand could provide a fresh catalyst for the stock and ETFs with exposure to the chipmaker.

The agreement also includes a 6.3% wage increase and a clause allowing the company to defer wages if it posts a loss

The South Korean chipmaker plans to spend 50% of its free cash flow on the programme, which would include a special dividend

SK Hynix followed the same post-IPO crash pattern as SpaceX and Cerebras, but what happened to its fundamentals during that stumble sets it apart from every other stock in the trillion-dollar club.

Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

Red-hot chip maker SK Hynix’s announcement that it would conduct South Korea’s largest-ever buyback is a head-scratcher. Even after a recent slump, the stock was up 470% from a year earlier. Management had ample financial firepower to buy during that ascent and didn’t.

Warren Buffett is normally courteous, but he had some choice words for critics of stock buybacks a few years ago. Companies need to return cash to investors eventually to be worth owning. Companies that grant lots of stock options can be indifferent because they want to soak up those cheaply issued shares.

Micron rivals are buying back stock at a rapid clip but the American company will have to wait to return capital to shareholders.

The tentative agreement caps weeks of negotiations as SK Hynix workers seek a larger share of record high-bandwidth memory sales.

Under the preliminary agreement, the South Korean memory-chip maker will pay most of its workers’ special bonuses with shares.

SK Hynix Inc. and its labor union have reached a tentative wage and collective bargaining agreement, featuring a 6.3% salary increase and a significant shift in how employee performance bonuses are apportioned, according to Yonhap News.

FTSE 100 down 26 points to 10,717 JD Sports sounds earnings alarm Asia shares bounce 8.30am: JD tumbles Blue-chip shares defied expectations to trade lower in the first half hour of the session, falling 25.95 points to 10,717.40. The day's biggest corporate news was a profit...

Samsung Electronics Co. and SK Hynix Inc. are preparing record shareholder returns after investors sent their stocks tumbling over concerns around the sustainability of AI hardware spending.

South Korean chipmaker SK Hynix has agreed to pay 60% of this year's employee ‌bonuses in shares and the remaining 40% in cash under ‌a preliminary wage agreement, a person familiar with the matter said. The agreement is being discussed ​by union delegates, said the person, who was not authorised to talk to media and declined to be identified. Last year, SK Hynix agreed to share 10% of its annual operating profit with workers in the form ‌of cash, under an ⁠agreement which would be in place for 10 years.

Chipmaker SK Hynix said on Thursday it has reached a tentative wage deal with its South Korean workers that will see ‌them receive at least 60% of this year's bonuses in company stock rather than ‌the all-cash payout they received last year. The AI boom has sent SK Hynix's earnings soaring, leading to eye-popping bonuses for ​its employees. "It would drain ‌the company's cash reserves and ⁠could have triggered a public backlash over what may be seen as lavish payouts," he said.

It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.

U.S. futures were mixed after the U.S. Treasury Department said it would at least double the size of planned purchases of longer-term government debt. Japan’s Nikkei 225 gained 1.4% to 66,216.79, reversing declines earlier in the week. Japan reported it logged a trade deficit for a third straight month in July, as both imports and exports hit record highs.

Samsung Electronics is set to announce a new shareholder ‌return policy later this month worth ‌more than 100 trillion won ($71.75 billion), media reported ​on Thursday, as the company plans to share record profits with shareholders amid an AI-driven chip supercycle. The South Korean memory-chip maker ‌will hold a ⁠board meeting at the end of August to approve a shareholder ⁠return plan that includes a special dividend, MoneyToday reported, citing unidentified people in the ​industry. Samsung will ​spend 50% of ​its free cash ‌flow on the new programme, the report said.

SK Hynix and Samsung surge, pushing up the KOSPI as US bond yields fall. Here's why Korean chipmakers track Treasury markets.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.

The biggest inflows didn't go into funds with "AI" in the name.

↘️ Oracle (ORCL): Shares rose 0.7%. The Journal reported that OpenAI's revenue growth was outpaced by Anthropic in the second quarter, while its losses deepened. Oracle's performance hinges on OpenAI's ability to make good on its massive commitments.

Micron Technology notched its second day of losses after briefly regaining its $1,000 share price on Monday. Despite the decline, Micron’s business looks healthy as it gains market share. There’s still no sign that memory-chip prices will do anything but continue to soar across both dynamic random-access memory (DRAM) and NAND flash memory.