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Hudbay Minerals Inc.
Video analysis: HBM
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News: HBM
Nvidia's Latest Signal Points to Serious Downside Risk for Micron Before 2029 Is Over
If Nvidia finds ways to use less expensive memory in future chips, Micron's premium HBM opportunity could shrink. Samsung and SK Hynix are gaining ground in HBM, so Micron needs strong demand and market share to justify its aggressive expansion.
Amundi Has $29.22 Million Stock Holdings in HudBay Minerals Inc $HBM
Amundi boosted its holdings in shares of HudBay Minerals Inc (NYSE: HBM) (TSE: HBM) by 14.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,237,690 shares of the mining company's stock after acquiring an additional 159,219 shares during the
HighTower Advisors LLC Purchases 115,968 Shares of HudBay Minerals Inc $HBM
HighTower Advisors LLC lifted its position in shares of HudBay Minerals Inc (NYSE: HBM) (TSE: HBM) by 532.0% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 137,766 shares of the mining company's stock after purchasing an additional 115,968
Why Micron Needs To Be In An AI Portfolio
Micron Technology, Inc. is a core beneficiary of the ongoing AI-driven memory supercycle, with DRAM and NAND supply-demand imbalances fueling record profits. Despite parabolic share gains, MU stock's forward P/E remains in line with historical upcycles, suggesting further upside as memory shortages persist through at least 2028. HBM remains a premium, supply-constrained product, but MU's current profit surge is driven by high-volume DDR5 and LPDDR5/X, with non-HBM margins currently higher.
Everyone Is Watching $100 Oil While Copper Miners Are Getting Crushed
While oil headlines dominate trading, copper miners are quietly taking a beating. Freeport-McMoRan (NYSE:FCX | FCX Price Prediction) is off over 6% in Thursday's session to just over $71, extending a 4% slide over the past week.
Hudbay Recognized as a Top Performer by the Toronto Stock Exchange with Inclusion in the TSX30
TORONTO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay” or the “Company”) (TSX, NYSE: HBM) is proud to be recognized as a 2026 TSX30™ winner by the Toronto Stock Exchange (TSX). The annual ranking recognizes the top 30 performing stocks over a three-year period. Hudbay's share price increased 427% over this period.
Micron's Crash May Set Up Another Leg Higher
Micron Technology, Inc. expects 2027 supply conditions to tighten further as AI demand accelerates and DRAM remains a critical infrastructure constraint. HBM3E consumes roughly three times DDR wafer capacity, while HBM4E pushes that trade ratio toward four times. Sixteen strategic customer agreements carried $22 billion in commitments, potentially creating substantially greater earnings visibility through 2030.
SK hynix Vs. Micron: 'This Time Is Different'
SK hynix Inc. is rated Strong Buy over Micron Technology, Inc., rated Buy, on superior HBM leadership and its position in the emerging HBF standard. SKHY holds 50% of the HBM market, double its DRAM share, and began mass-production shipments of HBM4 in the second quarter. Every memory supplier says the supply cannot respond before 2028, with SK hynix's CEO seeing a shortage through 2030, underpinning pricing and earnings.
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