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Samsung vs SK Hynix vs CXMT: Who Wins the AI Memory War and Which Stock Should You Buy?
SK Hynix will earn more in 2026 than in its prior 27 years combined. Samsung gained 27% in a single day. CXMT just listed at $487B. Here is a direct comparison of all three and which one makes the most sense to own right now.
August Kicks Off: Palantir, AMD, SanDisk Earnings and NFP Jobs Report - 5 Stocks and 3 Macro Events to Watch
The biggest tech earnings week is over. Now comes the hangover test. Palantir reports Monday. AMD reports Tuesday. SanDisk reports Wednesday. NFP drops Friday. Here are the 5 stocks and 3 macro events that define the week of August 3 to 7, 2026.
Meta Partners With BlackRock for $14 Billion Data Center Ahead of Earnings
Meta announced a partnership with BlackRock to build a super data center, and its stock price rose instead of falling.
AI Chip Stocks See Turnaround After Slump? JPMorgan Says Pullback May Be Entry Opportunity, Semiconductor Fundamentals Remain Strong
TradingKey - Recently, the AI industry chain has undergone a significant correction, with the semiconductor sector facing notable pressure. However, JPMorgan does not believe this adjustment signals the end of the AI rally. The firm’s strategy team views the current market movement as capital reallocation and valuation digestion rather than a deterioration of industry fundamentals. As earnings expectations continue to improve and market positioning scales back, chip stocks may be building momentum for the next rally.
JPMorgan Warns US Stock Deleveraging Not Yet Over, May Continue to Weigh on Tech Stock Performance in Coming Months
TradingKey - JPMorgan’s (JPM) Global Markets Strategy team warns in its latest report that the deleveraging process initiated by US investors in June remains ongoing. Leveraged equity ETFs, options markets, and margin accounts all have room for further risk exposure reduction, which could serve as a significant headwind for US and global equity markets in the coming months.
Citigroup (C) Stock Forecast: Strong Earnings Beat Meets Higher Spending Concerns as Recovery Tests $140
TradingKey - Citigroup reported Q2 2026 EPS of $3.15 on $24.8 billion in revenue, comfortably beating estimates. However, shares fell after management maintained its profitability target while increasing investment spending. Here's what it means for Citigroup stock.
