Hudbay Minerals Inc. (HBM)
Samsung Electronics says it has shipped HBM4 chips to customers
Samsung Electronics said on Thursday that it has begun mass production of its latest HBM4 chips and has shipped commercial products to customers.
HudBay Minerals (HBM) Suffers a Larger Drop Than the General Market: Key Insights
HudBay Minerals (HBM) closed the most recent trading day at $25.39, moving 2.01% from the previous trading session.
HudBay Minerals (HBM) Rises Higher Than Market: Key Facts
In the latest trading session, HudBay Minerals (HBM) closed at $24.1, marking a +1.77% move from the previous day.
Will HBM Rewrite Micron Stock's Boom-Bust Cycle?
Micron Technology stock (NASDAQ:MU) has increased more than 4x in the last 12 months. However, Micron valuation stays low at only 12x FY'26 earnings and just over 9x FY'27 earnings.
HudBay Minerals (HBM) Outperforms Broader Market: What You Need to Know
HudBay Minerals (HBM) closed at $25.43 in the latest trading session, marking a +1.84% move from the prior day.
Micron: In The Middle Of An AI Super‑Upcycle
Micron Technology (MU) remains a BUY as it is positioned in a super-upcycle driven by AI demand across data centers, mobile, and industrial markets. MU's Q1'26 revenue surged 57% YoY, with CMBU and MCBU units showing robust growth from AI memory needs in cloud and flagship devices. CapEx is ramping to $20B in FY26 to expand HBM and DRAM supply, with 2026 HBM volumes already sold out, supporting long-term growth.
Samsung to start production of HBM4 chips next month for Nvidia supply, source says
Samsung Electronics plans to start production of its next-generation high-bandwidth memory (HBM) chips, or HBM4, starting next month and supply them to Nvidia , a person familiar with the matter told Reuters on Monday.
HudBay Minerals (HBM) Soars 9.7%: Is Further Upside Left in the Stock?
HudBay Minerals (HBM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
Micron: Here's What I Underestimated About The AI Memory Upside
Micron Technology, Inc. stock has gained more than 50% since my last coverage in late November, validating the company's increasingly mission-critical role in the ongoing AI transformation. Micron's latest upsurge reflects that AI-driven upside extends beyond HBM, as accelerating DRAM and NAND pricing, reinforced by durable bit demand growth, introduces incremental earnings leverage not yet priced in. NAND, specifically, is also becoming increasingly relevant in AI data center and edge applications, drawing attention to Micron's SSD portfolio that remains overshadowed by HBM momentum.
HudBay Minerals (HBM) Stock Dips While Market Gains: Key Facts
HudBay Minerals (HBM) reached $22.76 at the closing of the latest trading day, reflecting a -1.43% change compared to its last close.
Applied Materials FY25 HBM Revenues Hit $1.5B: A New Growth Driver?
AMAT aims to double its HBM business from $1.5 billion to $3 billion, leaning on hybrid bonding leadership and its Kinex system as demand ramps.
Micron: Accelerating HBM Ramp Extends Growth Into 2027
If you're thinking, 2027? That's quite a way off; you might not realize that Micron's NASDAQ: MU key product is already fully booked through 2026.
