SK Hynix Inc000660
▼ ネガティブ需要関連度
SK Hynix shares tumble 8% premarket and 15% in Seoul as worst day ever; AI trade reassessment.
資産への影響 19
Semiconductors
SK Hynix Inc
Micron Technology IncMU
▼ ネガティブ需要関連度
Broad reassessment of AI trade leads to memory chip selloff; Micron down 5%.
Sandisk CorpSNDK
▼ ネガティブ需要関連度
Memory ETF selloff drags Sandisk down 5.5% amid AI trade reassessment.
Intel CorporationINTC
言及
Cloud & Digital Infrastructure
CCC Intelligent Solutions Holdings Inc.CCC
▲ ポジティブ資本関連度
Elliott Investment Management built a large stake and the company began sale talks.
Shopify IncSHOP
▲ ポジティブ資本関連度
Jefferies upgraded to buy, citing strong fundamentals and agentic commerce tailwinds.
Western Digital CorporationWDC
▼ ネガティブ需要関連度
Memory ETF selloff drags Western Digital down 5% amid AI trade reassessment.
Consumer Discretionary
MGM Resorts InternationalMGM
▲ ポジティブ資本関連度
In private sale talks with Barry Diller's People Inc after an offer in early June.
Deckers Outdoor CorporationDECK
▲ ポジティブ資本関連度
Jefferies upgraded to buy, citing Hoka product innovation upside.
People Co., Ltd.7865
言及
Energy
Industrials
Fastenal CompanyFAST
▲ ポジティブ資本関連度
Rothschild & Co Redburn initiated coverage with a buy rating, citing shift toward larger customers.
Artificial Intelligence
Advanced Micro Devices IncAMD
▼ ネガティブ需要関連度
Chip stocks broadly fell as investors reassessed the AI trade, impacting AMD.
Financials
Communication Services
Synthetic Biology (non-pharma)
Energy Transition & Power Demand
テーマインパクト
カバレッジ外企業 2
Elliott Investment Management L.P.非上場▲ ポジティブ
資本関連度
Elliott Investment Management built a large stake in CCC Intelligent Solutions before sale talks began.
Rothschild & Co Redburn非上場▲ ポジティブ
資本関連度
Rothschild & Co Redburn initiated coverage on Fastenal with a buy rating.