Discussion on SK Hynix and Corning earnings (related tickers: SKHY, MU, SNDK, STX, GLW, COHR)

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SK Hynix reported a 1,242% year-over-year increase in net profit last quarter, with sales up nearly 257% year-over-year and operating profit surging 557% to a record high—though all figures fell short of expectations.

The company stated it has signed multi-year contracts with approximately 10 customers and continues negotiations with other major industry clients. It also noted that its HBM4 product has achieved the operational speed required by customers, began mass shipments last quarter, and will further ramp up production in the second half of the year.

Separately, Corning released its Q2 fiscal 2026 earnings before the market open on Tuesday (the 28th). Although the company's revenue and earnings beat Wall Street estimates, its forward guidance merely matched market expectations, failing to demonstrate stronger growth momentum, causing its stock price to drop more than 12%.

Today, I’ll spend 30 minutes breaking down the market trends in memory stocks and the optical communications sector for everyone.

$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Roundhill Memory ETF (DRAM.US)$$Amazon (AMZN.US)$$Cerebras Systems (CBRS.US)$$Broadcom (AVGO.US)$$AST SpaceMobile (ASTS.US)$$Bloom Energy (BE.US)$$Lumentum (LITE.US)$$SanDisk (SNDK.US)$$Micron Technology (MU.US)$$Coherent (COHR.US)$$Taiwan Semiconductor (TSM.US)$$Microsoft (MSFT.US)$$Seagate Technology (STX.US)$$SpaceX (SPCX.US)$$SK hynix (SKHY.US)$

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