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CNBC’s Jim Cramer landed on a market-structure call that speaks to concerns about tech valuations facing fresh equity issuance. In a July 10 post on X, Cramer stated, “We get this SK Hynix out of the way successfully (underwriters gamed it better) then we have nothing left in terms of big supply unless a hyperscaler shocks us with a secondary.” Video Muted The context: SK Hynix just closed the l

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Jim Cramer: SK Hynix Is the Last Big IPO of 2026 Unless a Hyperscaler Shocks Us - Yahoo Finance

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finance.yahoo.com 2026-07-11 Yahoo Finance

Jim Cramer: SK Hynix Is the Last Big IPO of 2026 Unless a Hyperscaler Shocks Us David Moadel July 10, 2026 5 min read ORCL +4.67% SKHY +13.75% MSFT -1.13% NVDA +1.97% ORCL-PD +4.03% Explore stocks on Coinbase Trading disclosure Quick Read SK Hynix's record $26.5 billion U.S. listing, 7x oversubscribed, clears the last major IPO supply overhang threatening NVDA and AI chip stocks in 2026. Oracle'

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Micron Technology announces $500 million investment in GlobalWafers - Herald Democrat

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www.heralddemocrat.com 2026-07-11 Herald Democrat

Home News Micron Technology Announces $500 Million Investment In GlobalWafers Micron Technology announces $500 million investment in GlobalWafers JULY 10, 2026NEWS, NEWSLETTER-EARLY-WEEK The $500 million investment in GlobalWafers is a part of a larger $3 billion initiative that was announced Thursday to strengthen the U.S. semiconductor supply chain and expand the footprint of the country’s semic

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Jim Cramer Says NVIDIA Is the Most Proprietary Chip Company in History, and the Market Is Getting Its Valuation Wrong - 24/7 Wall St.

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247wallst.com 2026-07-11 24/7 Wall St.

In his Mad Money broadcast on July 9, Jim Cramer defended a former tech-market darling, arguing that the market has the valuation math backwards. His frustration centered on why sellers keep unloading NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) while assigning higher forward multiples to memory names like SanDisk (NASDAQ:SNDK). Video Muted Cramer put it directly: “Some commodity chip companies

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