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SK Hynix surge +9% after Q3 revenue surpasses ₩100 TRILLION for the first time in the company's history. Revenue jumped 328% YoY to ₩104.62 Trillion ($78.8B), beating expectations of ₩98.23 Trillion ($74.0B). Operating profit surged 632% YoY to ₩83.33 Trillion ($62.8B), beating estimates, while net profit increased 216% to ₩39.78 Trillion ($30B). The company says it has sold out of DRAM and HBM chips through 2029 as it expands long-term supply deals with major customers. SK Hynix plans to return ₩100 Trillion ($75B) to shareholders this year through dividends and over ₩60 trillion in share buybacks and cancellations. Here are the details 👇 • Revenue: $78.9B vs. Est. $74.8B • Operating profit: $62.8B vs. Est. $58.5B • Gross Margin: 86% vs. Est. 85% • DRAM ASP: +28% QoQ • NAND ASP: +25% QoQ • Cash: $86.3B Q4 Guidance • DRAM shipments: +25% QoQ • NAND shipments: +5% QoQ FY27 Guidance • DRAM demand: +25% YoY • NAND demand: +18% YoY Signed 5-year LTAs with 14 major customers securing over 50% of its 2027 and 2028 capacity. Source: Shay Boloor @StockSavvyShay Bull Theory
Source: Facstet
According to figures cited from its IPO filing, Anthropic now generates $2.08 in revenue for every $1 spent on compute, up from just $0.40 in Q1 2025. Revenue grew roughly 29-fold, while compute spending increased around sixfold. Products such as Claude Code are driving adoption, while more efficient models reduce the cost of each AI task. The cash flow figures are equally striking. In the first half of 2026, Anthropic reportedly generated: • $3.9 billion in operating cash flow. • $482 million in capital expenditure. • $3.4 billion in positive free cash flow. Even subtracting $2.2 billion in stock-based compensation leaves approximately $1.2 billion. Positive free cash flow does not establish accounting profitability. But these figures paint a very different picture from a company simply “burning cash like crazy.” Source: Shay Boloor