Weekend buzz: “Empty deposits, multiple lights”?
Well-known memory sector bull Jukan has turned cautiously bearish in the short term, citing three reasons: First, following the functional breakdown of South Korea's leveraged ETF market, related investors are facing redemption pressures that could exert additional selling pressure on memory stocks. Second, NVIDIA is adjusting the architecture of its next-generation AI systems, with Rubin Ultra potentially reducing HBM configurations per rack and instead using optical interconnects to link multiple racks. Third, market expectations that memory prices will peak over the next two quarters are strengthening. In contrast, prominent investor "White-Haired Oracle" Serenity argues that the fundamentals of the memory sector remain unchanged, asserting that the market is merely rotating "from one bottleneck to another."
AI hardware price hikes ripple through 3C leasing: demand doubles as rental firms dismantle and sell graphics cards and memory modules
① Several equipment leasing providers indicated that compared to the price increases of upstream hardware components such as memory and graphics cards, rental prices for consumer electronics have not risen as significantly, with some products seeing price hikes of approximately 5%. ② Industry insiders revealed that amid rising hardware prices, some suppliers opt to disassemble and directly sell components like graphics cards and memory modules. Many small and medium-sized equipment lessors also sell parts or entire devices to quickly generate cash, planning to repurchase them once prices decline in the future.
Trending Stocks This Week as SpaceX, Palantir Earnings and Jobs Data Drive Markets
Earnings Scorecard: All 12 S&P 500 Energy Stocks Beat EPS Estimates This Week
Michael Burry Says It's 'Trump's Market' Where Price Doesn't Matter
Benzinga Bulls And Bears: Palantir, Marvell, AppLovin
U.S. Markets Close | Weak Jobs Report Dampens Rate Hike Expectations; S&P 500 Hits New Record High. Software Stocks Surge, with Atlassian Jumping 35% Post-Earnings and Palantir Rising Over 10%. Gold Rebounds Strongly Above $4,300.
The S&P 500 rose 0.59% to close at 7,755.61, the Nasdaq Composite gained 1.28% to 26,686.48, and the Dow Jones Industrial Average advanced 0.28% to 54,036.93. All three major U.S. equity indices recorded their largest weekly gains since mid-April this week. Spot gold surged 2.3% to $4,336 per ounce. WTI crude traded at approximately $77.5 per barrel, while Brent crude was around $82.5 per barrel. The yield on the 10-year U.S. Treasury note stood at 4.65%.
Earnings Dominate Nasdaq; Palantir Leads After Blockbuster Q2
Catalyst Watch: Inflation Reads, AMAT Earnings, Google Pixel Event, and MLB on Netflix
SA Analyst Upgrades/downgrades: TSLA, NVDA, BBBY, WDC
JS&P 500 Hits Record As Jobs Shock Sinks Rate-Hike Bets: Stock Market Today
Express News | OpenAI has paused development of its new model Astra over concerns that it possesses capabilities for critical cyberattacks.
Korean stocks slump, U.S. equities feast! A wave of 'wounded' Korean investors returns to Wall Street's embrace
① The sharp decline in South Korean equities is undermining the government's efforts to lure back domestic retail investors—colloquially known as the 'ant army'—into local markets, triggering the largest surge in Korean investor purchases of U.S. stocks in six months; ② According to data from the Korea Securities Depository, Korean investors bought $4.6 billion worth of U.S. equities in July, when the KOSPI index fell by 22%. This figure significantly exceeds the monthly average of $2.7 billion recorded in 2025.
Bernstein Insights: Is the 'ceiling' for memory price increases approaching?
Bernstein forecasts that in Q3 2026, contract price increases for both DRAM and NAND will narrow to approximately 20%, as weak demand from PCs and smartphones and price ceilings in long-term agreements constrain further upside. Although supply shortages are expected to persist into 2027, the room for further memory price increases has become limited, suggesting the current price rally may be nearing its end.
Pricey but Popular: Top Energy Stocks With High Momentum, Weak Valuation
Jim Cramer Calls This Industrial Stock 'Sensational' And Ameriprise Financial 'Fantastic'
Micron Technology Stock Is Gaining Friday: What's Going On?
‘El Niño Premium’ Surges! From Coffee to Cocoa, Global Soft Commodities Enter a ‘Pricing Moment’
① El Niño is intensifying, driving significant gains in ICE Arabica coffee and cocoa futures prices, with commodity markets already pricing in an El Niño risk premium; ② Peru’s fishing industry has already suffered a tangible supply shock, and institutions note that sugar, palm oil, and other commodities also face production cut expectations; ③ The European Central Bank indicates that strong El Niño events typically push global food commodity prices up by 9%.
Understanding Micron Technology's Position In Semiconductors & Semiconductor Equipment Industry Compared To Competitors
Dow Tumbles More Than 450 Points As Oil Prices Rise: Fear Index Remains In 'Greed' Zone