A grounds Nasdaq listing, a meme-fueled trading boom, and the largest firm Bitcoin (BTC) holder selling its coins are acceptable to specify this quarter. These 5 companies crossed AI and crypto transportation the stories investors volition travel done September.
Each faces a cardinal trial this quarter, from debut net to defending marketplace dominance. Here are the apical 5 companies to watch.
1. SK Hynix (SKHY)
SK Hynix is South Korea's second-most invaluable institution and the world's starring supplier of high-bandwidth representation (HBM) chips. The institution has emerged arsenic 1 of the biggest beneficiaries of the AI infrastructure boom, with request for its precocious representation chips continuing to outpace supply.
Last year, SK Hynix said its full planned proviso for 2026 had already been sold out, highlighting the spot of semipermanent AI demand. That momentum has helped propel its Seoul-listed shares by much than 180% twelvemonth to date.
Last week, SK Hynix made its Wall Street debut. The institution began trading connected Nasdaq connected Friday, pricing its shares astatine $149 to rise implicit $26 cardinal successful the largest overseas listing ever connected a US exchange.
The ADRs debuted strongly, opening adjacent $170, earlier closing their archetypal league astir 13% higher.
Despite the beardown fundamentals, volatility has besides been a defining feature. The company's Seoul-listed shares fell 15.4% successful a azygous league today.
How the banal trades done this 4th volition beryllium worthy watching, particularly aft a notable diminution pursuing SpaceX's grounds IPO.
Analysts stay firmly bullish. Goldman Sachs raised its 2028 operating nett forecasts for SK Hynix by 24% to 454 trillion won ($299.62 billion).
Citi lifted its people to 3.1 cardinal won successful May, astir 68% supra the existent terms of 1.8 cardinal won. Meanwhile, UBS told clients to bargain the caller US depositary receipts portion selling the Seoul-traded stock.
2. SpaceX (SPCX)
Elon Musk's SpaceX is an aerospace, connectivity, and artificial quality company, which absorbed xAI up of its marketplace debut. The institution went nationalist successful June with the biggest IPO connected record.
SpaceX priced its shares astatine $135 and opened astatine $150 connected June 12. The banal touched $225 successful its archetypal week earlier seeing a continuous drawdown.
The descent has persisted contempt the Nasdaq-100's inclusion, a milestone that attracts passive concern flows from index-tracking funds. On Friday, it closed astatine a grounds debased of $145.30, down 9.7% from its debut closing price.
Even so, astatine slightest six large brokerages, including Morgan Stanley, Goldman Sachs, and UBS, person initiated sum with buy-equivalent ratings, Bloomberg reported.

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