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Copper is giving back ground again. COMEX copper futures (HG) traded at 34.3700 as of the 10:00 AM ET, down from yesterday's close of 34.7600 and sitting 3.51% below the five-day high of 35.6200 set July 20.
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.
On July 21, 2026, Hudbay Minerals Inc (HBM) shares rose 10.4% today, bringing the current price to $23.00. This marks a significant increase from a 52-week low
The artificial intelligence revolution has transformed the semiconductor landscape in ways few predicted even two years ago.
Accelsius, the leader in two-phase, direct-to-chip liquid cooling technology for AI and high-performance computing, today announced results from independent th
Micron Technology (MU) is rated Buy, with upside driven by expanding HBM demand beyond Nvidia, particularly from hyperscaler custom AI accelerators. MU targets maintaining a ~22% HBM market share, matching its DRAM share, as custom ASICs become a larger HBM demand source. Micron's HBM4 is in volume production, with qualification samples sent to multiple customers, but a named non-Nvidia win remains a key inflection point.
SK hynix is rated Strong Buy, driven by its dominant HBM market share and temporary HBM pricing headwinds creating mispricing. SKHY's profitability surge is underpinned by unprecedented memory price increases and a strategic shift toward high-margin DRAM and HBM products. I see likely upcoming long-term supply contracts as a strong catalyst. Persistent capacity constraints are expected to sustain elevated margins and ROIC through at least 2028.
High-bandwidth memory (HBM) has emerged as a critical bottleneck as AI workloads scale. Nvidia is aggressively pursuing upcoming HBM4 solutions to complement its Vera Rubin platform.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.