Bloomberg should keep calm and carry on. There are good reasons to believe that emerging markets have entered a yearslong supercycle. The mechanisms that underpinned 2025’s outperformance, such as a weak dollar, benign global First, is it time to stockpile commodities? If one consequence of Russia’s invasion of Ukraine is central banks building up gold reserves and diversifying from Treasuries, then President Donald Trump’s oil grab in Venezuela and subsequent threats to take minerals-rich Greenland “the ha ...

Key Takeaways Micron surged on booming demand for high-bandwidth memory chips critical to expanding AI infrastructure.Palantir's AI Platform is driving fast revenue growth from government and commercial clients.MU trades at a far lower forward valuation than PLTR, which has higher expectations and greater downside risk.Micron Technology, Inc. (MU) tripled in 2025 by supplying essential memory for artificial intelligence (AI) infrastructure, while Palantir Technologies Inc. (PLTR) , a leading provider of AI- ...

Group 1: Chinese Market Reactions - Multiple A-share companies announced "cooling" measures, including Jia Mei Packaging, InGravity Media, and others, indicating potential stock price suspensions if abnormal increases continue [1] - The FTSE China A50 index futures declined, and Hong Kong's Hang Seng Index futures also fell [1] Group 2: U.S. Market Performance - Major U.S. indices experienced significant declines, with the Dow Jones down approximately 270 points, the Nasdaq falling over 1.5%, and the S&P 500 dropping nearly 1% [3] - Technology stocks broadly declined, with notable drops in companies such as Applovin Corporation (-9.86%), Arm (-5.00%), and Broadcom (-4.63%) [4] Group 3: Geopolitical Influences - The U.S. military began withdrawing personnel from the Al Udeid Air Base in Qatar as a precaution amid escalating tensions with Iran [5][6] - Oil prices reached their highest levels since October due to geopolitical concerns, particularly regarding U.S. military actions and threats against Iran [4]

Key Points Micron is one of three companies capable of producing high-bandwidth memory at scale. Shares of the specialty chipmaker are up nearly 250% in the past 12 months. Micron's customers are the world's biggest AI companies, including Nvidia and AMD. 10 stocks we like better than Micron Technology › While the majority of headlines regarding artificial intelligence (AI) focus on Nvidia, Advanced Micro Devices, and Alphabet, one overlooked segment is high-bandwidth memory (HBM). Graphics proc ...

Core Viewpoint - Micron Technology, Inc. is experiencing a stock breakout following a significant recovery in earnings per share (EPS), indicating potential undervaluation in the market [1]. Group 1 - The last coverage of Micron Technology was on October 1st, 2025, with a "buy" rating, suggesting a positive outlook for the stock [1]. - The stock was noted to be starting to break out, reflecting a positive trend in its market performance [1].

Core Viewpoint - Lithium Chile Inc. is progressing towards closing the sale of its Arizaro project for US $175,000,000, with key steps being taken to advance the transaction [1][3]. Transaction Details - The transaction involves the sale of the Arizaro project through the company's Argentinian subsidiary, Argentum Lithium S.A. [1][2]. - A US $5,000,000 deposit from China Union Holdings Ltd. has been secured and will be held in escrow as security for the purchaser's payment obligations [3]. Transaction Progress - An Annual General and Special Shareholder Meeting is scheduled for May 15, 2026, to seek shareholder approval for the transaction [3]. - The company is considering a Substantial Issuer Bid (SIB) to distribute a portion of the net proceeds from the transaction to shareholders, which would reduce the number of issued and outstanding common shares [3][10]. Next Steps - The company is working to satisfy all remaining closing conditions while China Union Holdings is advancing its regulatory approval process [4]. - Further updates will be provided as milestones are achieved [4]. Arizaro Operations - The project team is maintaining the Arizaro asset and fulfilling all operational, environmental, and community-related obligations [5]. Market Awareness - The company plans to enhance market communications to improve awareness of its underlying value, as current trading levels are perceived to be below its net asset value [6]. - A services agreement has been established with Departures Capital Inc. for digital marketing and investor awareness services at a cost of CAD $100,000 over 12 months [7]. Company Overview - Lithium Chile Inc. holds a portfolio of 11 properties covering 106,136 hectares in Chile and 29,245 hectares in Argentina [8]. - The company has completed a NI 43-101 compliant Resource Report, Preliminary Economic Assessment, and Prefeasibility Study for the Arizaro project [8].

Core Insights - Huang Renxun's speech at CES 2026 has reignited market enthusiasm for storage, particularly with the new Rubin architecture requiring more DDR and NAND compared to the previous Blackwell architecture, leading to a rise in storage stock prices [1] - The market focus has shifted from HBM to traditional storage areas like DDR and NAND, with supply-demand dynamics driving a comprehensive increase in storage prices [1] Group 1: DRAM Market - The supply-demand imbalance for DRAM (including HBM and DDR) is expected to persist until 2027, with demand growth outpacing supply growth during 2026-2027 [2][5] - DRAM production expansion is challenging due to the need for new production lines, leading major manufacturers to focus capital expenditures on DRAM [4] - The demand for DRAM in AI servers is expected to create a significant supply gap by 2027, with a projected demand increase of 222% in 2026 and 80% in 2027 [20][21] Group 2: NAND Market - NAND prices have nearly doubled since the beginning of 2025, driven by supply constraints and increased demand from AI applications [26][28] - The capital expenditure for NAND is expected to rise modestly, with a projected increase to $18.3 billion by 2027, reflecting a compound growth rate of only 6% [30] - The supply-demand gap for NAND is anticipated to remain at 5-6% during 2026-2027, as demand continues to outstrip supply [45] Group 3: HDD Market - HDDs are primarily used for cold storage in AI data centers, with their cost advantage making them a viable option despite slower performance compared to SSDs [48][51] - The supply of Nearline HDDs is expected to grow at 29% in 2026 and 19% in 2027, while demand is projected to increase by 33% and 23% respectively, indicating a tightening supply-demand situation [55]

Industry Overview - Retail investors have significantly increased their purchases of U.S. memory and data storage chipmakers in January 2026, driven by expectations of rising prices due to booming artificial intelligence infrastructure demand and a global shortage of memory chips [1] - The memory chip shortage is described as "unprecedented" by Samsung's co-CEO TM Roh, with industry rivals warning that supply constraints may last for months or even years as AI infrastructure continues to consume available supplies [2] Company Performance - SanDisk has experienced a remarkable surge in its stock price, rising approximately 65% in 2026, with over $7.1 million in retail inflows recorded in a single day, marking the largest one-day move on record [2] - Western Digital has attracted nearly $10 million in inflows in the first two weeks of January 2026, indicating a strong monthly performance, while Seagate Technology has seen over $2.1 million in inflows this year [3] - Micron Technology, one of the leading memory makers, has increased by 18% in 2026 after a substantial rise of 240% in 2025, highlighting its strong market position alongside Samsung and SK Hynix [4] Retail Investor Trends - In 2025, U.S. retail inflows reached a record high, with individual investors contributing significantly to the market rally, particularly in memory chip stocks, which saw total flows exceeding $117.2 million for the year [3] - Micron and SanDisk were among the five most actively traded stocks on Interactive Brokers' platform recently, indicating strong retail interest [5]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Dollar General Corporation, Dycom Industries, and Micron Technology [1][2][5] Group 1: Dollar General Corporation - Dollar General Corporation (DG) has a Zacks Rank 1 and a 5.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - The company has a PEG ratio of 2.71, which is lower than the industry average of 3.12 [1] - Dollar General possesses a Growth Score of B [1] Group 2: Dycom Industries, Inc. - Dycom Industries, Inc. (DY) also carries a Zacks Rank 1, with a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - The company has a PEG ratio of 1.78, compared to the industry average of 3.16 [5] - Dycom Industries possesses a Growth Score of B [5] Group 3: Micron Technology, Inc. - Micron Technology, Inc. (MU) holds a Zacks Rank 1, with an impressive 82.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [5] - The company has a PEG ratio of 0.21, significantly lower than the industry average of 1.16 [5] - Micron Technology possesses a Growth Score of A [5]

另外，目前的市场供需失衡程度已达到令人忧虑的水平。根据市场分析师的说法，目前DRAM 供 应商对客户的需求满足率仅约为60%，而伺服器专用DRAM 的满足率更是低于50%。 这意味着 市场上有一半的伺服器记忆体需求无法得到及时供应。至于，造成这一局面的核心原因在于供应 商的战略调整，也就是三星、SK 海力士与美光等厂商优先将先进制程节点与新建生产设施分配 给伺服器用产品及HBM。这种资源倾斜直接导致了PC 和智慧型手机制造商的困境，这类终端设 备商目前甚至只能取得所需记忆体量的一半左右。 如果您希望可以时常见面，欢迎标星收藏哦~ 韩媒报导，根据最新的市场数据与业界分析，全球记忆体三大厂尽管已纷纷启动产能扩张计画， 但仍难以缓解目前市场上严重的记忆体荒。这是因为AI 伺服器对高性能记忆体的需求呈现爆炸 式成长，导致传统PC、智慧型手机等终端应用市场面临严重的供货短缺，预计这波涨价潮将贯穿 2026 年全年。 根据朝鲜日报的报导，市场调查机构Omdia 的最新数据显示，韩国三星计画在 2026 年将DRAM 的晶圆（Wafer）投入量提升至接近800 万片的水准。 具体而言，三星2026 年的DRAM 晶圆产 量 ...