Upcoming earnings that could affect the semiconductor and memory sector:

Memory-focused companies

$HY9H.F SK hynix (July 23) – a key producer of HBM memory. The results will be an important indicator of demand for AI infrastructure.

$SSNLF Samsung (July 24) – investors will watch the development of the memory business and the pace of capacity expansion.

$STX Seagate (July 28) –...
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SpaceX $SPCX will be added to the Nasdaq 100 index on July 7, and that is big news in itself — inclusion in the index forces all passive funds that track it (like QQQ or QQQM) to automatically buy the shares. J.P. Morgan estimates roughly $4.3 billion of passive inflows, which will naturally support the stock. The catch I would watch as an investor, however, is how quickly this...
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