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The Trading Day · Monday, September 28, 2026

Memory — Samsung and SK Hynix drop 4% as Seoul reopens, storage follows; Nasdaq futures slip

Seoul reopened this morning after two days shut for the Chuseok holiday and fell 2.32% to 6,916.53, back below 7,000. The memory makers led it down: Samsung Electronics fell 4.56% and SK Hynix 4.40%. In Tokyo, the flash-memory maker Kioxia lost 3.10%. The selling reached the storage makers too - Taiwan's Phison fell 4.06% - but not the companies that sell the machines. Micron, the largest US memory maker, reports on Wednesday.

The Morning 10

Memory — Samsung and SK Hynix drop 4% as Seoul reopens, storage follows; Nasdaq futures slip

  1. 1 Seoul reopens 2.32% lower at 6,916.53; Samsung -4.56%, SK Hynix -4.40%; Kioxia -3.10% in Tokyo
  2. 2 The spillover: SK Square -8.07%, Phison -4.06%, Ibiden -4.52%, Hanmi -3.69%, Nanya -2.33%; Disco, Advantest and ASE up
  3. 3 Chip stocks +7.43% on the week (SOXX 572.68); Arm +12.59%, AMD +12.65%, Intel +13.26%; Nasdaq-100 +3.19%, S&P 500 +1.27%, small caps -0.75%
  4. 4 The 30-year closed at 5.504%, its highest close since 2004; the 10-year 5.184%, the 5-year 5.007%; TLT -2.38% on the week
  5. 5 Microsoft +3.66% to 516.17 on Friday, Meta -3.33% to 751.66; the Magnificent Seven fund MAGS +3.09% on the week
  6. 6 Oracle down a third day: -1.75% to 137.10 on Friday, -7.12% on the week after the force majeure notice on its New Mexico campus
  7. 7 Sectors on the week: technology +3.52% led, utilities -3.87%, energy -3.53%, real estate -2.28% and financials -1.83% lagged
  8. 8 Oil funds fell on Friday (BNO -3.54% to 59.65, USO -3.11%); bitcoin 83,126 this morning; the yen weaker at 157.66
  9. 9 AI Board: Rubin +5.1% on the week but 111 of its 126 names losing strength; 34 of 40 Agentic Winners getting stronger while that index is -0.1%
  10. 10 This week: Cintas result scored today, Costco and BlackBerry Tuesday, Micron and core PCE Wednesday

The full Morning 10 →

The Midday 10

Nvidia — up 2.7% in a red market; MongoDB sinks 18% as Meta hires its CEO, gold slides 3.8%

  • 1 Nvidia $231.07 (+2.67%), up in a falling market: the S&P 500 is down 0.57% and the chip fund SOXX 2.03%, after Nvidia launched its Open Agent Safety Platform and on reports of a share buyback
  • 2 MongoDB $336.99 (-17.90%), its chief executive leaving to help build Meta's new enterprise unit
  • 3 Meta $720.28 (-4.18%) on the day it launches Meta Enterprise Platform, a unit to sell its AI stack to businesses

All ten lines →

Print-record cards of the day

  • MU — Micron: EPS beats 11/11 · revenue 10/11 · reactions 4 up / 1 flat / 6 down · next print 2026-12-23
  • JBL — Jabil: EPS beats 11/11 · revenue 10/11 · reactions 5 up / 5 flat / 1 down · next print 2026-12-16
  • ACN — Accenture: EPS beats 10/11 · revenue 8/11 · reactions 2 up / 7 flat / 2 down · next print 2026-12-17
  • NKE — Nike: EPS beats 11/11 · revenue 8/11 · reactions 3 up / 2 flat / 6 down · next print 2026-12-17

On the tape

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