Events · who it helps and who it hurts

SK Hynix earnings and HBM guidance

SK Hynix, Nvidia's main memory supplier, reports earnings and guidance.

Not on our calendar

The reads below are for when SK Hynix beats expectations. Expect the opposite when SK Hynix misses expectations.

Sectors

TechnologyUsually helpsThe special memory chips Nvidia's AI processors need come mostly from here.

Basic MaterialsNo documented read

Communication ServicesNo documented read

Consumer CyclicalNo documented read

Consumer DefensiveNo documented read

EnergyNo documented read

Financial ServicesNo documented read

HealthcareNo documented read

IndustrialsNo documented read

Real EstateNo documented read

UtilitiesNo documented read

Where each sector’s relative strength sits this week is on the rotation board.

Semiconductor Equipment & MaterialsUsually helpsMemory factories buy chip-making machines.