High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about Nvidia's (NVDA) performance ahead of its earnings report and the surging cost concerns surrounding AI infrastructure.
China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.
Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.
There was a lot of news in the AI memory space this week. Eric Bleeker and Austin Smith are here to examine the latest with companies including Sandisk and SK Hynix.
Sandisk (NasdaqGS:SNDK) and Kioxia announced a 9th-generation 2Tb QLC 3D flash memory aimed at AI and data intensive cloud workloads. The new memory generation targets higher performance and efficiency for AI driven infrastructure and storage hungry applications. The co development highlights continued collaboration between Sandisk and Kioxia on advanced NAND flash technology. Consider widening your research to other companies building the storage and compute foundations that support AI...
Ondo lets traders use tokenized stocks as collateral for leveraged trades without selling their equity exposure first.
Western Digital stock has soared big time over the past year, and the good news is it could jump even higher amid the memory shortage.
Jim Cramer says Tim Cook told him directly that iPhone prices are heading up, and the only fix runs straight through a supplier U.S. trade policy is working hard to cut off.
A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.
Jane Street increased its AI stock stake by more than 500%, making it one of its biggest holdings.
Uh oh. Mizuho just started cutting estimates on Sandisk.
SanDisk has already delivered one of the most explosive stock runs in recent memory, yet a single structural shift in how it sells storage could mean the rally is nowhere near finished.
Tech stocks reversed Monday's losses, buoyed by falling oil prices and Treasury yields.
Stock futures pointed to a higher open Tuesday, a day after the Nasdaq Composite and S&P 500 began the week with losses, as oil prices retreated and bitcoin topped $80,000 for the first time in more than three months.
Sandisk, Celestica and BrightSpring have been highlighted in this Screen of The Week article.
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
On Aug. 24, 2026, semiconductor stocks plunged as investors rotated into blue chips, while safe-haven assets like gold climbed on geopolitical uncertainty.
Stocks tied to the artificial-intelligence trade dropped, extending their bumpy stretch ahead of Wednesday’s all-important earnings update from Nvidia. “From a markets perspective, they tend to get ignored.”
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
In recent weeks, Western Digital has faced pressure as investors moved away from high-flying semiconductor and memory names, even as demand for AI-driven and cloud storage continued to support its underlying business trends. Meanwhile, its former flash business SanDisk, now independent, has been a major AI storage beneficiary, highlighting how market rotation and differing business models can drive contrasting investor reactions across closely linked memory companies. Now, we’ll examine how...
Sandisk, Celestica and BrightSpring rank among profitable stocks, with strong net income ratios and earnings growth supporting upside.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
