News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Sandisk's brutal July selloff was amplified by a forced hedge-fund unwind, but its latest results and long-term contracts suggest the underlying business is getting stronger and more predictable.
Why do so many investors own so much Sandisk stock? Because it's cheap.
MU targets a bigger AI memory opportunity as agentic AI drives demand for HBM, server DRAM and data center storage across expanding workloads.
The South Korean company’s plan to repurchase and cancel shares could ease fears about the AI spending boom fizzling out.
SanDisk just posted one of the most violent stock runs in large-cap history, yet institutional investors are betting against each other in the options market with unusual aggression. The bull and bear cases point to very different versions of the same company.
SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether record capital returns and record fab spending can coexist without one of them breaking.
Wall Street closed lower on Tuesday, dragged down by tech and industrial stocks.
Review Sandisk Corporation's (SNDK) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
The South Korean chipmaker said it will buy back and ‘cancel’ these shares between Aug. 20 and Nov. 19.
The filing shows a fund selling into the memory maker's most vertical quarter -- and a report has it buying back into memory stocks once it ended.
The memory maker's collapse-and-rebound summer has precedents. In every one of them, the following year came down to a single thing.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.
Sandisk (SNDK) is back in focus after unveiling a new 9th generation 2Tb QLC 3D flash memory with Kioxia, aimed at AI driven storage demand in cloud and data intensive workloads. See our latest analysis for Sandisk. The recent 8.88% one day share price return has added to a powerful run for Sandisk, with a 44.34% 7 day share price return and year to date gain of more than 5x, as investors react to its AI focused product roadmap, strong recent results and sizeable buyback plans. Over the past...
Micron (MU) and SanDisk (SNDK) have delivered the sort of gains investors typically wait years for. Micron traded around $1,012 on August 18, while SanDisk changed hands near $1,787. Seeking Alpha data show both stocks up 254% and 653%, respectively, in 2026. Interestingly, that rally has been so ...
Micron has surged over 250% this year on an AI memory boom, but our price target sits below where shares trade today while Wall Street analysts aim far higher. The gap between those two views reveals a fundamental disagreement about whether this cycle is different from every one that came before it.
A Wall Street Journal report on hidden tech commitments just triggered a brutal midday selloff in memory stocks, and the sheer size of the drops exposes exactly how crowded this trade had become.
The chip comeback just hit a wall — now the SOXX ETF is having its worst day since July.
Morgan Stanley Does sounds the alarm on semiconductor stocks -- or does it?
Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.
Companies in The News Are: SNDK, AAPL, HTHT, SPCX, LUNR
Jim Cramer just violated the one rule he has preached for his entire career, and his reasoning for buying a 591% winner has a structural argument behind it that is harder to dismiss than it sounds.