Annie 所长|Oct 26, 2026 13:10
Storage is recovering!
SK Hynix surged 4% pre-market! This is because SK Hynix is preparing to distribute a $12 billion dividend to shareholders, funded by investment returns on its Kioxia equity stake, to be announced in Wednesday's earnings report.
Then OpenAI announced the resumption of cutting-edge model training, making storage stocks the most direct beneficiaries!
MU has climbed back above 900, and SNDK, WDC, and STX have all risen 2%.
Only Kioxia is falling. Kioxia's CEO commented: "You're so high and mighty, why don't you sell me to benefit you all?"
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