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SIMO is expanding into AI infrastructure and enterprise SSD controllers as commercial production ramps and new customer deployments broaden its growth opportunities.

ROKU heads into Q2 earnings with Platform growth expected to offset device weakness as ad trends and the pending Fox acquisition remain in focus.

FOXA heads into fiscal Q4 earnings with World Cup-driven sports momentum, ad demand and streaming growth in focus as investors watch quarterly results.

For anyone holding shares, the market is pricing a future where the stock could either more than double or be cut in half, and that uncertainty is the risk you carry today.

The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed.

Today Earnings (a.m.): Merck, Pfizer, McDonald's, Caterpillar, Spotify, Apollo, TPG, Marathon Petroleum, Archer-Daniels-Midland, DuPont, Kimberly-Clark Earnings (p.m.): SpaceX, Advanced Micro Devices, ...

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.

NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with long-term contracts, creating a starkly different, and arguably safer, way to own the same demand.

SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.

TEAM is set to report Q4 earnings on Aug. 6, with cloud, AI and enterprise demand in focus as investors watch whether growth can offset spending pressures.

During the July 21 episode of CNBC’s Mad Money, host Jim Cramer addressed viewer complaints about managing technology allocations as memory and storage stocks experience short-term price surges. Cramer defended his commitment to mega-cap tech leaders, noting that short-term performance gaps do not change the long-term dominance of primary platform owners. Acknowledging recent market movements, […]

Western Digital (WDC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.

Western Digital has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.

WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?

Analysts have been setting new price targets for data-storage stocks, with most pointing to upside.

Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Seagate Technology's shares surged after a strong earnings report. Can you expect competitor Western Digital to do the same when it reports earnings on Aug. 5?

US equity futures were higher pre-bell Monday as the US moved toward diplomacy in its war with Iran

Wall Street futures pointed moderately higher pre-bell Monday after President Donald Trump, over the

Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. Discover five stocks positioned to benefit as valuations ease.

8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...

In another heavy earnings week, we’ll also see reports from McDonald’s, Disney, Uber, Devon Energy, and more.

Two storage stocks surged together last week. Their paths back to record highs are nothing alike.

Seagate recently reported a beat on both revenue and earnings, along with guidance that came in above estimates.

The memory craze paused in July—and investors got a much-needed reality check. American memory suppliers Sandisk and Micron Technology fell 47% and 29% for the period, respectively. Sandisk notched its worst monthly performance since spinning off from Western Digital in February 2025, while Micron capped off its worst month since 2015.