SK Hynix & Saudi Aramco

SK Hynix: South Korean chipmaker that rallied on AI spending optimism.

Saudi Aramco: State oil company whose tankers were attacked; its Yanbu export route is threatened.

SK Hynix: SK Hynix fell 9.6% despite record earnings, as AI-related growth expectations were not met.

Saudi Aramco: Saudi Aramco's Abqaiq facility was reportedly damaged by Houthi drone attacks, threatening its oil processing capacity and global supply.

SK Hynix: SK Hynix raised $26.5 billion in its Nasdaq debut, the largest U.S. listing by a foreign company. The company is the leading HBM supplier to Nvidia, with shares up 680% over the past year despite a recent 25% pullback. Proceeds will fund capacity expansion in South Korea and the U.S.

Saudi Aramco: Comparison for IPO size; SK Hynix's $26.5B surpassed Aramco's $25.6B.

SK Hynix: SK Hynix saw buying interest in Seoul. It is a chipmaker.

Saudi Aramco: Saudi Aramco's Jazan refinery was shut after a Houthi attack, and its facilities in Jizan and Yanbu were targeted. The company's operations are directly impacted by the conflict.

Saudi Aramco: Saudi Aramco's Wa'ed Ventures is listed as one of the prominent investors in Rebellion.