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Jim Cramer warns SK hynix could disrupt US markets
SK hynix shares have surged 110% year-to-date on strong memory demand tied to AI infrastructure buildout, while analysts focus on a Q2 operating profit miss.
Yahoo Finance reports that Jim Cramer said the US market may regret allowing SK hynix Inc. to trade in the United States, arguing the stock could swing more on trading activity than on fundamentals. He pointed to conflicting headlines around recent performance and said the debate centers on whether the company is primarily benefiting from AI-driven demand.
The outlet notes that SK hynix shares listed in Korea are up 110% year-to-date, supported by a memory demand boom linked to AI infrastructure buildout. It also cites estimates that SK hynix employees in Korea could receive as much as $900,000 in bonuses in 2027.
According to Yahoo Finance, the company’s first half of 2026 results showed sharp growth, with revenue tripling to KRW131.8 trillion from KRW39.8 trillion a year earlier. The bull case, per the story, is that SK hynix sits at the core of a memory supercycle driven by AI demand, while the bear case focuses on income statement signals.
The report highlights that bears cite SK hynix’s Q2 operating profit of KRW60.54 trillion, which missed analyst estimates of KRW64 trillion. It also notes an ongoing question over whether the company can keep benefiting from aggressive AI capital expenditure spending, versus signs the market may be near a peak.