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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.
Micron has surged nearly 675% in a year as Nvidia's top memory supplier, but with Nvidia's earnings report arriving this week, a single guidance line could either push MU toward four digits or trigger a swift reversal.
WDC emerges as the stronger AI data play over TDC, fueled by hyperscale demand, rising storage needs, margin gains and strong cash generation.
QMCO's enterprise demand and growing backlog are fueling momentum, but supply constraints could limit its ability to convert orders into revenue.
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.
A 46% drawdown and a 150% yearly gain are both true. The number that decides the stock's case is a third one.
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
A number of stocks fell in the afternoon session after investors trimmed chip exposure to reduce portfolio risk ahead of Nvidia's highly anticipated earnings report.
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...
The year's biggest winners are getting dumped, as the rest of the market holds up.
Sandisk's 25% monthly jump reflects surging Datacenter revenue, AI-driven demand and multi-year contracts that improve revenue visibility.
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers can actually deliver.
Western Digital's Q4 beat, 44% revenue growth and margin gains set up fiscal 2027, with 40TB ramps and HAMR execution now in focus.
Western Digital enters fiscal 2027 with accelerating earnings and AI-driven storage demand, but premium valuation and execution risks raise the bar.
Western Digital's 11.6% pullback contrasts with surging earnings and margins, but premium valuation and cloud concentration keep execution risks elevated.
The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.
Stock futures pointed lower Monday after the S&P 500 and Nasdaq Composite snapped three-week winning streaks, with semiconductor stocks among the biggest decliners.
Cramer says Micron and three other memory chip stocks still have room to run.
Wall Street just handed Micron a near-unanimous buy rating while its forward earnings multiple sits in value-stock territory, and the reason why challenges everything investors thought they knew about the boom-bust memory cycle.
SanDisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are among the two hottest stocks on the market right now. The pair has benefited from the booming demand for memory storage devices used in AI data centers. Year-to-date, the two stocks are up by more than 400% and 100%. Over the past couple of months, Cramer […]
Sandisk is the top-performing stock in the Nasdaq-100 this year.
A semiconductor sell-off hit Micron hard, but investors shouldn't be too nervous.
Charles Schwab Head Trading & Derivatives Strategist Joe Mazzola joins Jared Blikre to break down how higher Treasury yields are impacting retail traders—and what it means for their portfolios and trading strategies.
Western Digital stock has delivered an exceptionally strong run over the past three years, yet the current valuation checks still lean toward the shares looking inexpensive on several measures. After such a sharp move higher, investors are weighing whether that apparent discount is still meaningful or already reflects the optimism in the story. Western Digital has returned about 14.6x over the past three years, which puts recent pullbacks in a much longer period of very strong gains. AI...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.38% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.09%. E-mini S&P futures (ESU26 ) are up +0.37%, and September E-mini...
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