According to data released by MEXC, futures trading in storage and memory-related stocks accounted for most market trading during the earnings season for major technology companies. From 20 July 2026 to 7 August 2026, the trading share of related stocks rose significantly.
MEXC reported in its latest data that futures trading in storage and memory-related stocks accounted for 67.3% of total trading during the earnings season for US technology companies. This was up from 57.5% during the preceding 19 days, while the combined share of 6 major technology companies changed little, from 2.6% to 2.7%.
During the period, storage and memory-related stocks accounted for roughly 25 times the trading share of the 6 major technology companies. The broader sector, including chip design and manufacturing group NVIDIA, was also virtually unchanged, although NVIDIA had not disclosed this figure at the time. It was noted that one company's earnings announcement affected trading trends across related assets as a whole.
On 29 July, SK hynix announced that second-quarter revenue had increased 257% year on year and operating profit had increased 557%. The company linked the results to demand for AI servers, the signing of long-term supply contracts and rising memory prices. Meanwhile, trading volumes after the same date were reported to have risen 140% for Micron stock, 110% for the Roundhill Memory ETF and 272% for Samsung stock.
Outlooks surrounding Samsung's earnings before and after the following day were also reported, with continued attention focused on DRAM demand, enterprise SSDs and HBM supply conditions. MEXC trading volumes increased for Micron, SanDisk, KORU and SOXL. On 9 August, overall trading volume declined, while trading in related stocks became active again following news about Samsung products. The full analytical report is available on MEXC's official blog.