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Haina International: Lowered its target price for Boeing (BA.N) from $285 to $250.
2026-10-28
Haina International: Lowered its target price for Boeing (BA.N) from $285 to $250.
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2026-10-28
UMC reported Q3 operating profit NT$18.64 bln, versus market estimate NT$18.41 bln.
UMC reported Q3 operating profit NT$18.64 bln, versus market estimate NT$18.41 bln.
2026-10-28
eToro analyst Josh Gilbert said SK Hynix's latest results should ease market worries that AI spending is nearing a ceiling. He pointed to a sharp increase in shareholder returns and long-term contracts locking more than half of the company's capacity
eToro analyst Josh Gilbert said SK Hynix's latest results should ease market worries that AI spending is nearing a ceiling. He pointed to a sharp increase in shareholder returns and long-term contracts locking more than half of the company's capacity for the next two years. Gilbert added that an 80% operating margin strong pricing power—typically only seen when customers demonstrate compete for supply—and that five-year supply deals indicate major buyers are securing AI infrastructure capacity, a dynamic that boosts market confidence despite the memory sector's chronic risk of simultaneous overexpansion.
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