News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The commentary comes amid a broader rally in semiconductor and memory names, fueled by a media report that Intel received a substantial chip order from Google.
Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth
The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...
Sandisk's shift to multi-year NAND supply deals is boosting margins, cash flow and AI-driven datacenter growth, with more revenue now under firm commitments.
Nvidia has a new favorite partner for AI memory chips.
Sandisk stock was back on the rise Monday after two Wall Street firms hiked their forecasts for the memory supplier. Mizuho Securities reiterated an Outperform rating on Sandisk stock and lifted its price target to $2,200 from $1,825 in a research note Sunday. BofA Securities followed suit Monday, maintaining a Buy rating and raising its price target to $2,100 from $1,550.
Memory and storage names are leading the tape in early Monday trading, snapping back hard from Friday’s brutal selloff. Micron Technology (NASDAQ:MU) stock is up 8% to $935, while Western Digital (NASDAQ:WDC) and SanDisk (NASDAQ:SNDK) are also rallying sharply. The bounce arrives without a fresh fundamental catalyst, and it looks technical in nature. The trio ... Micron Rockets 8%, Western Digital Surges 7%, SanDisk Pops 6% in Memory-Stock Snap-Back
The Roundhill Memory ETF (CBOE:DRAM) closed Friday, June 5, 2026 at $55.79, down 15% on the day from a prior close of $65.70. Over the two-day window from June 3 through June 5, the fund dropped 20%, going from $69.71 to that Friday close. If you had $10,000 in DRAM at Wednesday’s open, you had ... Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center
Investing.com -- Shares of SanDisk climbed about 5% in premarket trading Monday after Wall Street analysts raised their price targets on the stock, citing tight supply-demand conditions in the NAND flash market and strong near-term pricing momentum.
NVIDIA (NASDAQ:NVDA) CEO Jensen Huang, speaking from South Korea tonight after Friday’s brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.” More importantly for memory bulls, he framed the AI supply crunch as a multi-year condition, an unmistakably positive read-through for Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), which trades under SNDK ... NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several
The memory-chip maker has taken the title of most exciting AI stock from the GPU giant.
May was a great month for Sandisk stock, but shares have taken a step back this month.
The AI build-out is making several unlikely candidates excellent investment opportunities.
Sandisk has been on fire, and it may not stop anytime soon.
Recent performance context for Sandisk Sandisk (SNDK) has drawn fresh attention after a mixed stretch in the stock, with the price down 11.4% over the past day and 8% over the past week, yet up over the past month. Over the past 3 months the stock shows a very large positive move, alongside reported annual revenue of US$13.2b and net income of US$4.5b. This gives investors a reference point for the current valuation. See our latest analysis for Sandisk. For context, Sandisk’s share price...
Retail investors have outperformed Wall Street benchmarks in 2026 by concentrating on leading AI stocks like Micron and Nvidia, raising the question of whether their winning streak can continue.
Sandisk Corporation (NASDAQ:SNDK) is one of the best cheap stocks to buy for beginners. Morgan Stanley raised the price target on Sandisk Corporation (NASDAQ:SNDK) to $1,750 from $1,100 on June 3 and maintained an Overweight rating on the shares. The firm told investors that there is “no quick fix to the memory shortage” that is going […]
Management says it has fundamentally altered the memory industry's historical cyclicality, and equity markets are assigning a premium valuation to this strategic shift.
Tech stocks tumbled on Friday, with semiconductor stocks leading the sell-off after a blistering run-up to record highs in recent weeks.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...
Sandisk has taken investors on quite the rocketship ride.
US stocks (^DJI, ^IXIC, ^GSPC) sink in Friday trading, the Nasdaq Composite leading losses and closing over 1,100 points lower (4.18%). The market is reacting to May's overwhelmingly positive labor data — 172,000 jobs added the US economy vs. estimates of 88,000 — raising investor concerns that the Federal Reserve may be inclined to hike interest rates. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the day's biggest market moves.
Sandisk is one of the fastest-growing stocks on the market.
Technology stocks tumbled sharply Friday as the Nasdaq headed for its worst week in a year. Nasdaq Inc. shed nearly 2% in afternoon trades, as Nvidia, Micron and Sandisk fell. Tech behemoths like Amazon and Google edged lower.
Over the last 7 days, the United States market has remained flat, yet it is up 26% over the past year with earnings expected to grow by 16% per annum over the next few years. In this context, identifying high growth tech stocks involves looking for companies that demonstrate robust innovation and strong potential to capitalize on future market trends.
Major stock indexes fell sharply after a strong jobs report set the stage for the Federal Reserve to hike rates.
Highflying memory-chip stocks Micron and Sandisk tumbled on Friday after hitting record highs on Wednesday.