Quartz91d agobearish
Oil prices fall, tech sell-off hits S&P 500 and NasdaqBrent crude is trading under $73 a barrel while the Nasdaq is on pace for a weekly loss of more than 4%
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Barrons.com91d agobearish
Nvidia Stock Keeps Sliding as ‘Hot Money’ Heads ElsewhereNvidia stock was falling again early Friday. A widespread technology-sector selloff was hitting the chip maker, which is struggling to establish a floor. The shares were down 1.1% at $193.51 in premarket trading.
The Wall Street Journal91d agoneutral
Stocks to Watch: ON Semiconductor, Apple, Zalando↘️ ON Semiconductor (ON): The chip maker agreed to acquire Synaptics (SYNA) in a roughly $7 billion all-stock transaction, as it seeks to push into physical AI. Shares of ON Semiconductor tumbled 12% premarket, while Synaptics’ stock gained 6%.
Stocktwits91d agobearish
Nasdaq, S&P 500 Futures Slip As Memory Chip Selloff Hits Tech Stocks: Why SPCX, MU, QCOM, BB, ILLR, TII Are In FocusStocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’
Simply Wall St.91d agoneutral
US Stock Market Today: S&P 500 Futures Rise As Tech Leads Inflation WatchThe Morning Bull - US Market Morning Update Friday, Jun, 26 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.7% and Nasdaq-100 futures ahead more than 2%, as investors focus on three big signals. First, the Fed's preferred inflation gauge, PCE for May, is expected to run hotter, which simply means the cost of living may not be easing as quickly as households would like and could keep interest rates higher for longer. Second, US oil inventories...
Barrons.com91d agobearish
Nasdaq Futures Slump as Tech Selloff Rages On After Mag 7 DumpedTech stocks were on track to extend their recent slump on Friday as investors continued to fret about soaring memory-chip costs and wondered if the AI trading frenzy may be about to fizzle out. Nasdaq 100 futures dropped 0.9%. The Nasdaq closed in the red on Thursday as investors ditched the Magnificent Seven group of mega-cap tech stocks.
BeInCrypto92d agobullish
Citi Raises Sandisk Price Target to $2,500 as SNDK Rallies 4,800% in 12 MonthsCiti has raised its Sandisk price target to $2,500 from $2,025, sending SNDK shares up roughly 22% in the last 24 hours.
Insider Monkey92d agobullish
Sandisk (SNDK) Soars to All-Time High, Gets 23% PT HikeSandisk Corp. (NASDAQ:SNDK) is one of the 9 Stocks Winning by Double Digits. Sandisk soared to an all-time high anew on Thursday, as investors continued to load up on its shares after Micron Technology’s stellar earnings performance that validated the ongoing strong demand for the memory market. In intra-day trading, Sandisk Corp. (NASDAQ:SNDK) climbed to […]
Stocktwits92d agoneutral
MU, SNDK Stocks Pull Back After Notching Fresh Peaks — Why Analysts Are Boosting Price Targets AnywayAnalysts praised Micron’s long-term contracts, saying they provide some of the strongest revenue visibility in the semiconductor industry.
Motley Fool92d agoneutral
Why Is Nvidia Stock So Cheap? This Is the Only Plausible AnswerIf you look at forward estimates, the stock looks like a bargain.
Reuters Videos92d agobullishVIDEO
Wall St ends mixed as tech megacap losses outweigh upbeat chip outlook<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge. </p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>
Stocktwits92d agoneutral
SNDK Stock: Citigroup Sees SanDisk As Top Beneficiary Of Strong Micron EarningsCitigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.
Reuters Videos92d agoneutralVIDEO
AI boom keeps memory chip makers in sweet spot, says expert<body><p>STORY: Micron said on Wednesday customers such as Nvidia had committed $22 billion to lock in supplies of memory chips, playing up huge growth in five-year "take-or-pay" deals that require clients to either buy its chips or hand over cash.</p><p>The comments underscore the growing importance of memory chips in the artificial intelligence supply chain, where demand has surged alongside the need for greater computing power.</p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well, is that they're memory chips. You have to have memory specifically DRAM or H-band memory if you're going to have enough computing power to do all the computations. That is nothing If you don't have memory to transfer it from one place to another," said Mulberry.</p><p>That dynamic has helped fuel investor interest in memory-chip makers, particularly as AI-related demand continues to outpace available supply.</p><p>"So if I'm looking at sales trading at five times, but the demand went up by 12 times, this is actually still a good buying opportunity for a company like Micron."</p></body>
The Wall Street Journal92d agoneutral
U.S. Stocks Mixed as Micron Surges, Apple SlumpsThe Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.
Yahoo Finance Video92d agobearishVIDEO
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center ventureMarket Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, memory chip stocks rallying around Micron Technology's (MU) post-earnings gains, and Qualcomm's (QCOM) latest move into AI data center products.
Barrons.com92d agoneutral
Sandisk Stock May Not Be the Most Overbought in History but It’s Stretched to the LimitSandisk stock is up 4,671% over the past 12 months. Polymarket calls it “the most overbought stock in history.”
GuruFocus.com92d agobullish
Sandisk Jumps As Citi Raises TargetAI Data Center Demand Supports Stronger NAND Pricing
24/7 Wall St.92d agobearish
Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware TradeShares of Dell Technologies (NYSE:DELL) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because it’s happening on a day when memory and storage names are ripping higher. At the same time, Western Digital (NASDAQ:WDC) stock is up 5%, trading near $678. ... Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade
GuruFocus.com92d agobullish
Sandisk Stock Spikes 15% After Citi Unleashes Massive Price Target HikeAI Storage Surge Sends Sandisk Stock Flying After Citi Upgrade
Barrons.com92d agoneutral
Sandisk Stock May Not Be the Most Overbought in History but It’s Stretched to the LimitSandisk stock is up 4,671% over the past 12 months. Polymarket calls it “the most overbought stock in history.”
Zacks92d agoneutral
Are You Looking for a Top Momentum Pick? Why Sandisk Corporation (SNDK) is a Great ChoiceDoes Sandisk Corporation (SNDK) have what it takes to be a top stock pick for momentum investors? Let's find out.
Motley Fool92d agobullish
Why Sandisk Stock Soared TodayWhere Micron stock just went, Sandisk will follow two months from now.
Investing.com92d agoneutral
SanDisk stock target lifted by Citi on continued demand strengthInvesting.com -- Citi raised its price target on memory chipmaker SanDisk to $2,500 from $2,025, citing an improving NAND pricing outlook after Micron posted better-than-expected quarterly results that pointed to tightening conditions across the storage chip market.
Zacks92d agoneutral
Western Digital vs. NetApp: Which Data Center Stock is the Smarter Bet?WDC's AI-driven HDD roadmap, rising cloud demand and strong estimate revisions highlight why it may offer more upside than NTAP.