SK Hynix, Intel Rise on Reported U.S. Memory Chip Talks; J.B. Hunt Warns on Q3 Earnings

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Summary · why it matters

SK Hynix and Intel shares each rose more than 2.5% premarket after a Reuters report that SK Hynix was in talks with Intel to manufacture memory chips in the U.S. for the first time, though SK Hynix said no decisions have been made regarding any partnership with Intel. J.B. Hunt Transport Services tumbled more than 11% after warning that its earnings may fall between 5% and 10% in the third quarter compared to the previous three-month period, a decline it attributed to internal adjustments for rising rates of purchase transportation. Expedia fell more than 2.5% after Morgan Stanley downgraded the stock to underweight, citing a weak risk/reward profile and greater exposure to a potentially weaker consumer. Energy stocks moved lower as U.S. oil prices fell 2% following a report that energy inventories rose last week, with Diamondback Energy down almost 4%, Occidental Petroleum off 1%, and ExxonMobil and Devon Energy each down almost 1%. Paychex rose more than 1% on a Wolfe Research upgrade to peer perform, while Union Pacific gained 1.5% after UBS upgraded the stock to buy.

Impact on stocks 12

Semiconductors▲ · 2 stocks
SK Hynix Inc
000660
▲ PositiveDemandrelevance

SK Hynix is in talks with Intel to manufacture memory chips in the U.S. for the first time, a potential new production/customer arrangement.

Intel Corporation
INTC
▲ PositiveDemandrelevance

Reported talks for SK Hynix to manufacture memory chips in the U.S. with Intel, though no decisions made.

Industrials± Mixed · 2 stocks
Energy▲ · 2 stocks
Financials▲ · 2 stocks
Consumer Discretionary▼ · 1 stocks
Expedia Group Inc.
EXPE
▼ NegativeCapitalrelevance

Morgan Stanley downgraded Expedia to underweight on weak risk/reward and consumer exposure.

Cloud & Digital Infrastructure▲ · 1 stocks
Paychex Inc
PAYX
▲ PositiveCapitalrelevance

Wolfe Research upgraded Paychex to peer perform.

Carbon Removal (DAC)▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks

Off-coverage companies 1

Wolfe ResearchPrivate± Mixed
relevance

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