ST Micro, SK Hynix, and Texas Instruments Are Screaming That the Chip Recovery Is Real
Bloomberg's YouTube channels spent the week connecting semiconductor beats, $100 oil, and Tesla's robot factory — here's what they actually agree on
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| STM STMicroelectronics N.V. | buy | $47.85 | — | — | — |
| TXN TEXAS INSTRUMENTS INC | buy | $260.35 | — | — | — |
| IFNNY INFINEON TECHNOLOGIES AG | buy | $61.19 | — | — | — |
| TSLA Tesla, Inc. | buy | $375.21 | — | — | — |
| UAL United Airlines Holdings, Inc. | sell | $91.90 | — | — | — |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | sell | $232.18 | — | — | — |
| GOOGL Alphabet Inc. | buy | $338.69 | — | — | — |
| BA BOEING CO | buy | $231.00 | — | — | — |
| DHI HORTON D R INC /DE/ | hold | $161.56 | — | — | — |
| GEV GE Vernova Inc. | buy | $1138.95 | — | — | — |
| RIVN Rivian Automotive, Inc. / DE | hold | $17.62 | — | — | — |
| BTC Grayscale Bitcoin Mini Trust ETF | buy | $77805.00 | — | — | — |
| META Meta Platforms, Inc. | hold | $666.92 | — | — | — |
If YouTube's Bloomberg universe had a mood this week, it's this: semiconductors are back, airlines are cooked, and nobody actually knows what Iran does next. $STM beat Q2 outlook expectations on automotive and AI demand recovery — with key customers including Tesla and Apple both showing signs of life — while $TXN surged ~9% after hours on a Q2 revenue forecast of $5.0–$5.4B driven by data center spending. SK Hynix posted a five-fold jump in quarterly profit on AI memory demand. The chip winter is officially over, and Cramer is mad he missed it.
Meanwhile, the airline sector is doing its best impression of a controlled demolition. United slashed full-year EPS guidance to $7–$11 from $12–$14, Delta went quiet, and Alaska pulled guidance entirely — all tracing back to oil sitting stubbornly above $100/barrel as Iran plays bumper cars with commercial shipping in the Strait of Hormuz. The Jeremiah Babe crowd is screaming market manipulation; Goldman Sachs is quietly rotating into CLOs. Both might be right.
The one name every channel kept coming back to? $TSLA — beating EPS at $0.41 vs. $0.34 estimated, flipping free cash flow from an expected -$1.86B burn to a +$1.44B surplus, and quietly installing Optimus robot production lines in Fremont. The bear thesis isn't dead, but it just got significantly more expensive to hold.