Hot spot tracking

  • Meta denies having excess computing power: sometimes renting it out is more valuable than using it itself. This news is positive for Meta.
  • It is reported that SK Hynix has set the guidance price for its ADR offering at US$149, a 3.1% premium over the closing price of its Korean shares. This news is positive for Hynix.
  • Micron plans to increase its investment in the US to over $250 billion by 2035. This news is positive for Micron.

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