Hudbay Minerals Inc. (HBM)
Nvidia: Robust Growth Outlook With Minimal Supply Disruption Risk
Nvidia Corporation's data center segment growth, driven by hyperscaler capex, underpins a higher revenue and EBITDA forecast, supporting the bullish thesis. NVDA's supply chain is well-positioned, with secured HBM4 allocations and multi-year reservations for advanced nodes and CoWoS capacity at TSMC. Key supply risks, including HBM and foundry price hikes, are acknowledged but expected to have limited impact on NVDA's near-term growth outlook.
HudBay Minerals (HBM) Earnings Expected to Grow: Should You Buy?
HudBay Minerals (HBM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Samsung Begins Shipments of HBM4 Products
The South Korean technology giant said Thursday that it is the world's first to mass produce and ship the industry's highest-performance HBM4 products.
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.
