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Lebanon urges extension of the ceasefire with Israel while negotiations continue.
2026-08-05
Lebanon urges extension of the ceasefire with Israel while negotiations continue.
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2026-08-05
Samsung Electronics and SK Hynix shares have plunged about 23% and 35% in the past month amid concerns over weakening HBM price momentum, NAND oversupply and faster rival capacity build-outs. Goldman Sachs says the sell-off is overdone, citing still-
Samsung Electronics and SK Hynix shares have plunged about 23% and 35% in the past month amid concerns over weakening HBM price momentum, NAND oversupply and faster rival capacity build-outs. Goldman Sachs says the sell-off is overdone, citing still-low inventories, persistent supply tightness and support long-term supply contracts and shareholder returns, and reiterates Buy on both names. The stocks now trade around 3.5–3.6x 2027 P/E and 1.4–1.6x P/B. Goldman forecasts 2027 blended HBM ASPs to rise about 87% for Samsung and 100% for SK Hynix to roughly $2.9/GB, with the SK Hynix estimate roughly 24% above consensus. Goldman highlights constrained HBM expansion—driven by node upgrades, increased stacking and tougher yield ramps—and warns next year’s supply shortfall could be larger than this year’s.
2026-08-05
Musk said GROK 5 will be trained on SpaceX data.
Musk said GROK 5 will be trained on SpaceX data.
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