SK Hynix reported Q3 revenue of KRW104.6T, up 328% YoY. $SKHY $SMH NAND average selling prices surged mid-20% QoQ, while DRAM bit volume expanded ~10%. SK Hynix: Net margin = 85.6% Q4 DRAM bit growth guide = mid-20% rise Q3 dividend = KRW20,000 per share, returning Kioxia investment gains to shareholders Capital expenditures for 2027 will increase significantly to fund advanced node transitions and facility infrastructure. Seeking Alpha Quant Rating for SK Hynix: currently unavailable. How long can memory pricing keep surging?
The Department of Justice has opened an antitrust investigation into $NVDA's $12.9B Hugging Face deal. $SMH Regulators are examining whether acquiring Hugging Face lets Nvidia capture a critical distribution point for AI software. Revenue growth: Nvidia = 83.4% $AMD = 39.5% Nvidia: Forward PEG ratio = 0.47 Seeking Alpha Quant Rating for Nvidia: Strong Buy. Does regulatory risk change the Nvidia thesis?
Novo Nordisk Vs. Eli Lilly Q3 Preview: I'd (Now) Buy Both, But Lilly Is My Top Pick $NVO #economy #finance #trading https://t.co/GU8KWmYBqo
Separating Hype from Fundamentals: Why Rigetti ($RGTI) Flashes a Quant Sell Signal 📉 Quantum computing continues to generate frontier-tech excitement, but quantitative models look past the sentiment to evaluate underlying fundamentals. Rigetti Computing ($RGTI) currently carries a Quant Sell rating, driven by an unproven bottom line, valuation compression, and deteriorating revisions. The Key Valuation Metrics: - Valuation Grade Concerns: Carries a D Valuation Grade—lacking positive P/E multiples due to unprofitability and trading at elevated price-to-sales and price-to-book ratios. - Working Capital Contraction: Working capital growth plunged to a D- grade (-26%), severely trailing the sector median of +11.5%. - Lagging Price Momentum: Down ~70% on a trailing one-year basis, signaling persistent downward price trend pressure. - Negative Revision Skew: Received downward earnings revisions from 3 out of 4 covering analysts for the full year. Emma Johnston's Take: "Our quant system is built to really separate the signals from the noise to see if the underlying company has the chops... Taken together, these indicators make RGTI a sell at the moment." #Investing #StockMarket #Rigetti #RGTI #QuantumComputing #QuantInvesting #TechStocks #SeekingAlpha 🔻Discover How to Determine a 'Strong Buy' from a 'Sell' with Alpha Picks Below
Revenge of the consumer: Walmart's $120 bundle takes at Amazon and Costco $WMT #economy #markets #finance https://t.co/OZnCw3VzCp
AT&T Q3 Earnings Create An Absurdity: 5% Dividend Yield Meets 4x P/Cash Ratio $T #business #stocks #investing https://t.co/5SiFSPxgYl
Super Micro Computer: The Valuation Is A Joke (Earnings Preview) $SMCI #finance #investing #business https://t.co/FrqQFvWfjf
Musk says SpaceX, Tesla form committees to explore potential merger $SPCX #economy #investing #finance https://t.co/yYN7gvw01d
Sandisk Stock: The Market Is Panicking - I'm Not Selling $SNDK #business #markets #trading https://t.co/QdvdxvOnyy
