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earningssemiconductorsartificial intelligenceNVDASK Hynix
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.94 |
| Change that session | +0.90% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- SK Hynix third-quarter profit sharply beats estimates on AI memory boost
SK Hynix's third-quarter results sharply beat estimates, with revenue of 104.62 trillion won ($78.86 billion) and operating profit of 83.33 trillion won, compared with LSEG SmartEstimates expectations of 98.34 trillion won and 76.72 trillion won. From a year earlier, revenue rose 327.9% and operating profit climbed 632.1%; from the previous quarter, revenue increased 31.9% and operating profit surged 37.6%. As a key supplier of high-bandwidth memory chips to Nvidia, the company is one of the biggest beneficiaries of the global AI infrastructure buildout. In August, it announced plans to repurchase and cancel 40 trillion won worth of its shares and raised its shareholder return target to more than 50% of cumulative free cash flow for 2025 to 2027. Last week, its U.S. subsidiary Solidigm halted its review of pre-IPO fundraising and IPO options, citing market volatility and share price trends.
- Why Micron Stock Is Up Today
Micron Technology (MU) shares rose 5.5% as of 2:24 P.M. ET on Wednesday, October 28, after rival SK Hynix reported strong third-quarter results. SK Hynix posted revenue up 328% year over year to 104.6 trillion won ($78.9 billion) and operating profit up 632%, and said it expects demand to exceed supply through 2030 due to the difficulty of manufacturing advanced chips and the time needed to build factories. The article says tight supply could support Micron's pricing power, noting its latest revenue of $54.23 billion (up from $11.32 billion) and GAAP net income of $37.70 billion (up from $3.2 billion). It also cautions that the memory industry has traditionally followed boom-and-bust cycles.
- SK Hynix Says Its Memory is Sold Out Until 2029
- Why SK Hynix Stock Popped Today
SK Hynix shares rose about 10.5% in the first 10 minutes of Wednesday's trading after its Q3 results beat expectations. Operating profit reached 83.3 trillion won (about $62.1 billion), above the 77.5 trillion won analysts expected, for an 80% operating margin. Revenue surged 328% year over year to 104.6 trillion won, and net income rose 216% to 39.8 trillion won ($29.7 billion), a 38% net margin, driven largely by HBM4 products that the company expects to become its mainstream product from Q4. Management said it has secured long-term agreements covering more than 50% of expected production for 2027–2028. The article says that, trading at under 8 times earnings, SK Hynix looks like a long-term AI winner.
- SK Hynix Shares Spike in Seoul as Q3 Profit Jumps More Than 7-Fold: Memory Giant Plans $75 Billion in Shareholder Returns
SK hynix (NASDAQ:SKHY) reported a record third-quarter operating profit of KRW 83.33 trillion ($62.55 billion), up 632% year-on-year and above the KRW 76.7 trillion LSEG SmartEstimate, while revenue rose 328% to KRW 104.62 trillion ($78.52 billion). The company credited higher memory prices and AI server demand, and said it has signed long-term agreements with 14 major customers, typically running five years, covering more than 50% of its production capacity for 2027 and 2028. It plans to return about KRW 100 trillion ($75 billion) to shareholders this year, including at least KRW 30 trillion in dividends and at least KRW 60 trillion in buybacks. Shares in Seoul rose 6.64% to KRW 1,430,000, while Nasdaq-listed ADRs closed 1.92% higher at $145.36 and gained 2.78% to $149.40 in extended trading.
- SK Hynix Q3 2026 Earnings Date : Can HBM4 Demand Deliver Another Record Profit ?
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Latest news
- Google's post-earnings stock pullback could be a 'buying opportunity': Analyst
Alphabet (GOOG, GOOGL) missed Wall Street's third-quarter estimates, while Microsoft (MSFT) beat on both the top and bottom lines. Angelo Zino, senior vice president and equity analyst at CFRA Research, spoke with Yahoo Finance reporter Jake Conley about the latest Big Tech results.
- Agnico: Q3 Earnings Snapshot
Agnico Eagle Mines Ltd. (AEM), a Toronto-based gold miner, reported third-quarter profit of $1.35 billion, or $2.67 per share. Adjusted for non-recurring gains, earnings were $2.61 per share, topping the $2.47 average estimate of six analysts surveyed by Zacks Investment Research. Revenue for the period was $3.58 billion. AEM shares have climbed nearly 8% since the start of the year, and in the final minutes of trading they hit $182.58, up 16% over the past 12 months.
- Google misses revenue expectations, Alphabet stock sinks in early after-hours trading
Alphabet, Google's parent company, reported third-quarter revenue up 25% year over year to $127.58 billion, though this fell short of the $127.97 billion analysts expected according to a FactSet poll. Net income was $26.17 billion, down from $34.98 billion a year earlier, with results weighed by an $8.7 billion loss on equity investments. Earnings per share were $2.12, while analysts' estimates were around $3.01 per share, and it was unclear whether the two figures are directly comparable. CEO Sundar Pichai said the quarter was strong and that the Gemini app had reached 1 billion users, the fastest-growing product in Google's history. Alphabet shares fell about 9% to $295.20 within an hour after the market closed.
- NIPSCO to Deliver $57.5 Million in Savings to Electric Customers From Data Center Development
NiSource Inc. (NYSE: NI) said it will deliver $57.5 million in savings to its existing electric customers through data center development. Subject to regulatory approval, the average residential electric customer is expected to receive a monthly bill credit of about $5 for 18 months, starting about 30 days after approval, for a total of roughly $90. The new credit builds on $1.75 billion in customer credits expected from previously announced agreements with Amazon, Alphabet and Microsoft, under which large-load customers fund the infrastructure needed to serve them and part of their contract revenues is returned to existing NIPSCO electric customers. The first of these credits is expected to begin in the first quarter of 2027 and ramp up over time.
- NVIDIA Sets Conference Call for Third-Quarter Financial Results
NVIDIA will hold a conference call on Tuesday, November 17, at 2 p.m. PT (5 p.m. ET) to discuss its results for the third quarter of fiscal 2027, which ended October 25, 2026. The call will be webcast live in listen-only mode on investor.nvidia.com, and the Q&A session will be limited to financial analysts and institutional investors. Right after results are announced at about 1:20 p.m. PT, CFO Colette Kress will post written commentary on the quarter, and the webcast will be available for replay until the call on fourth-quarter and full fiscal 2027 results.
- Kinross declares quarterly dividend
Kinross Gold Corporation (TSX: K; NYSE: KGC) said its Board of Directors has declared a dividend of US$0.04 per common share for the third quarter of 2026. The dividend is payable on December 3, 2026, to shareholders of record at the close of business on November 19, 2026. It qualifies as an "eligible dividend" for Canadian income tax purposes, while dividends paid to non-resident shareholders will be subject to Canadian non-resident withholding tax. Kinross is a Canadian-based global senior gold mining company with operations in the United States, Brazil, Mauritania, Chile and Canada.
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