--- title: "Under the Radar: SK Hynix's Massive Buyback and Howmet's Aerospace Boom" type: "News" locale: "en" url: "https://longbridge.com/en/news/296894886.md" description: "While mega-caps dominate headlines, niche players are making major moves. SK Hynix advances a massive buyback, Howmet Aerospace sees surging demand, and Bit Digital pivots heavily to AI cloud services." datetime: "2026-08-25T10:12:53.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296894886.md) - [en](https://longbridge.com/en/news/296894886.md) - [zh-HK](https://longbridge.com/zh-HK/news/296894886.md) generator: "portal-rs" --- # Under the Radar: SK Hynix's Massive Buyback and Howmet's Aerospace Boom While the broader market's attention remains fixated on mega-cap tech, several niche players across semiconductors, aerospace, and biotech are quietly undergoing crucial transitions. I'm told that recent internal strategic shifts and financial milestones at these companies mark the most significant overhaul for their respective sectors since the start of the year. ### SK hynix (SKHYV.US) SK hynix shares have seen significant cumulative gains this year, driven by the explosive demand for AI memory. According to people familiar with the matter, the company recently announced a massive KRW 40 trillion share buyback and cancellation program in August 2026. While a narrow union rejection of a wage deal caused a slight intraday pullback, management remains extremely optimistic about HBM capacity and free cash flow for the second half of 2026. In Q2 2026, revenue hit **KRW 79.3 trillion**, an astounding **257%** year-over-year jump. Adding to the momentum, S&P Global recently upgraded its credit rating to A- in mid-August, reflecting broad institutional confidence in its AI memory strategy. ### Howmet Aerospace (HWM.US) Howmet has recently outperformed much of the industrial sector. Supply chain insiders indicate that the company's Q2 2026 revenue reached **USD 2.55 billion**, up 21% organically, fueled by robust commercial aerospace demand. I'm told that the backlog in its engine products division has prompted management to raise full-year guidance. Its gas turbine market segment skyrocketed 38% year-over-year, an eye-popping figure that is drawing sustained institutional inflows. Additionally, the execution of hundreds of millions of dollars in share buybacks between July and August serves as a clear signal of confidence before the next earnings cycle. ### 10x Genomics (TXG.US) 10x Genomics recently hit a 52-week high, jumping over 8% in a single session. People familiar with the company note that despite a slight year-over-year revenue dip to **USD 151 million** in Q2 2026, the adjusted loss of USD 0.14 per share easily beat Wall Street estimates. Management also offered an upbeat outlook, raising full-year 2026 revenue guidance to a range of USD 610 million to USD 630 million. A recent partnership with Lausanne University Hospital is expected to yield commercial spatial omics orders later this year. ### Bit Digital (BTBT.US) Bit Digital is trending upward this month as it executes a quiet but massive business pivot. According to people familiar with its operations, the company is winding down traditional Bitcoin mining in favor of AI and HPC cloud services. Cloud revenue surged 42% quarter-over-quarter to **USD 23.8 million** in Q2 2026. Beyond the cloud transition, I'm told the company also quietly poured USD 20 million into Ethereum at the end of May 2026. Management's total strategic shift toward cloud infrastructure might be the most significant repositioning in the digital asset space this year. ### Also - **Uranium Energy Corp (UEC.US)**: As one of the largest U.S. uranium explorers, the timeline for unlocking its North American reserves is being closely watched amid a global push for nuclear energy. - **Cohu (COHU.US)**: Industry insiders expect the semiconductor equipment maker to see a recovery in test handler orders for automotive and industrial markets later in 2026. - **Nintendo (NTDOY.US)**: Shares have traded sideways recently, but supply chain chatter suggests initial inventory build-up for its next-generation console is proceeding steadily. - **Sunnova Energy International (NVA.US)**: Following its Chapter 11 filing, Sunnova's assets have been sold to Solaris Assets, and I'm told core operations are now transitioning to SunStrong Management. - **ChemoCentryx (CCXI.US)**: The company is no longer publicly traded following its USD 3.7 billion acquisition by Amgen, with its ANCA vasculitis drug TAVNEOS now fully integrated. - **Developlus (DVLT.US)**: The private hair care company has no public market activity, though retail whispers suggest it is seeking to expand its North American distribution footprint. *This article does not constitute investment advice.* ### Related Stocks - [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md) - [HWM.US](https://longbridge.com/en/quote/HWM.US.md) - [TXG.US](https://longbridge.com/en/quote/TXG.US.md) - [BTBT.US](https://longbridge.com/en/quote/BTBT.US.md) - [UEC.US](https://longbridge.com/en/quote/UEC.US.md) - [COHU.US](https://longbridge.com/en/quote/COHU.US.md) - [NTDOY.US](https://longbridge.com/en/quote/NTDOY.US.md) - [NVA.US](https://longbridge.com/en/quote/NVA.US.md) - [CCXI.US](https://longbridge.com/en/quote/CCXI.US.md) - [DVLT.US](https://longbridge.com/en/quote/DVLT.US.md) ## Related News & Research - [Nintendo’s next two Direct events are both happening next week](https://longbridge.com/en/news/298052081.md) - [Headlands Technologies LLC Acquires New Shares in Cohu, Inc. $COHU](https://longbridge.com/en/news/297483988.md) - [The amazing USB-C gadgets that play old Nintendo cartridges](https://longbridge.com/en/news/297779111.md) - [If You Invested $100 In Howmet Aerospace Stock 5 Years Ago, You Would Have This Much Today](https://longbridge.com/en/news/298059178.md) - [Proficio Capital Partners LLC Takes $781,000 Position in 10x Genomics $TXG](https://longbridge.com/en/news/297762050.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**