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Squawk Pod: SK Hynix hits the Nasdaq & talking FIFA with Men in Blazers - 07/10/26 | Audio Only

Watch on YouTube ↗  |  July 10, 2026 at 17:24  |  38:03  |  CNBC
Speakers
Kristina Partsinevelos — Markets Reporter, CNBC
Joe Kernen — Co-Anchor, Squawk Box
Bob Herman — Reporter, Stat News
Roger Bennett — Founder, Men in Blazers Media
Kate Rooney — Technology Reporter

Summary

The episode covers SK Hynix's Nasdaq ADR listing, positioning it as a dominant HBM supplier with a valuation catalyst. It also discusses OpenAI's executive departure, Netflix exploring live TV, cracks in US employer-based health insurance, and surging US soccer fandom ahead of the World Cup quarterfinals with Roger Bennett of Men in Blazers.

  • SK Hynix debuts on Nasdaq with a $26.5B ADR sale, the second-largest share sale ever after SpaceX.
  • Kristina Partsinevelos highlights SK Hynix as the HBM leader with a cheaper valuation than Micron and close ties to Nvidia.
  • OpenAI's number two executive Fidji Simo steps down due to illness, but the IPO trajectory remains on track.
  • Netflix is considering live TV channels and partnerships amid concerns about engagement and content quality.
  • Stat News reporter Bob Herman details how small US employers are dropping health insurance as costs soar.
  • Men in Blazers founder Roger Bennett discusses the business opportunity as America falls in love with global football.
  • Joe Kernen admits he's become a soccer fan, especially after watching Lionel Messi.
Ideas
Kristina Partsinevelos Markets Reporter, CNBC 2:19
HBM leader cheaper, listing narrows valuation gap.
SK Hynix is the global leader in high bandwidth memory (HBM) with ~58% market share, bigger and cheaper than Micron (5-6x forward earnings vs Micron 7x), and has a closer relationship with Nvidia. The US ADR listing unlocks access for US investors who previously couldn't easily buy Korean shares, acting as a catalyst to close the valuation gap. It expects $14 billion in passive buying as it enters major indices. Proceeds fund new fabs, keeping memory shortage and high prices intact until late 2027. Risks include eventual memory cycle crash, but SK Hynix is the biggest pure play on HBM.
SK Hynix ADR HIGH
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This CNBC video, published July 10, 2026, features Kristina Partsinevelos discussing SK Hynix ADR. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Kristina Partsinevelos  · Tickers: SK Hynix ADR