U.S. memory stocks surge against the trend! Goldman Sachs cheers: The worst is over, capital may be flowing back in.

① U.S. stocks closed lower on Wednesday (Eastern Time), with the three major indices declining, while memory chip stocks bucked the trend and rose; ② Goldman Sachs stated that the worst phase of the downturn in the memory industry may have passed, and capital could be flowing back into the sector; ③ Micron will report its fiscal 2026 fourth-quarter results on September 30, which will serve as a key test to validate the bullish thesis for the industry.

cls.cn11:24

Memory chip stocks rally! SK Hynix hits record high on U.S. market; Goldman Sachs declares the worst is over

A research report from Goldman Sachs ignited the memory chip sector, sending SK Hynix’s U.S.-listed shares surging 7% in a single day to hit a record high. Micron and SanDisk also rose in tandem, outperforming the broader market. Goldman Sachs noted that a technical breakout in the memory sector, combined with low hedge fund positioning, has shifted the "pain trade" direction upward. However, Kioxia’s CEO dampened enthusiasm on the same day, stating outright that NAND prices have risen enough. Amid this tug-of-war between bulls and bears, Micron’s earnings report scheduled for September 30 will serve as a key arbiter.

wallstreetcn10:57

The Great AI Bottleneck Debate: Peak Constraints in 2027 vs. Massive Capacity Release and Pricing Collapse in 2028

Analyst Ben Bajarin believes that demand for AI computing power will continue to grow, with 2027 marking the industry's most severe supply constraint "bottleneck," while supply and demand will remain in a slightly tight balance in 2028. Jay Goldberg, meanwhile, warns of the iron law of historical cycles, suggesting that massive capacity expansions by companies such as Taiwan Semiconductor could lead to a collapse in pricing power and a mean reversion in gross margins. Both analysts agree that the era of "blind buying" leading to immediate surges in the AI supply chain has ended; investors must now carefully select core assets with resilient pricing power across economic cycles.

wallstreetcn10:35

Gene Munster Says Apple Regained 'Device Design Mojo' With $1,999 iPhone Duo: 'They're Going to Sell More Than I Thought'

On Wednesday, Apple Inc. (NASDAQ:AAPL) unveiled the iPhone Duo at its first major product event under CEO John Ternus, marking the company's entry into the foldable smartphone market.iPhone Duo Gets

Benzinga10:06

Apple, Meta, AeroVironment, SUNation Energy and American Eagle Outfitters: Why These 5 Stocks Are on Investors' Radars Today

Major U.S. indices closed lower on Wednesday, with the Dow Jones Industrial Average falling 0.77% to 52,380.66, the S&P 500 declining 0.48% to 7,636.36 and the Nasdaq dropping 0.64% to 26,253.34.

Benzinga09:42

Apple Folds. Meta Soars.

Apple unveils its first foldable iPhone at $1,999. Meta jumps 6.6% after launching Muse, its personal AI agent.Apple finally put a hinge in the iPhone. Meta put a new AI agent in front of users.

Benzinga08:19