Rerating Extends

45%its chance, of the story’s futures

+0.9%on the S&P 500, if it happens

Investors treat SK Hynix’s return plan as evidence that AI memory cash flows are durable rather than cyclical. The sold-out DRAM and HBM capacity through 2029 supports a higher valuation multiple for Korean semiconductors.

What it moves

Technology+2.2%
Finance+0.3%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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