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Nasdaq Recovers in August as Big Tech Earnings Outshine Oil and Rate Fears

Stock Market Today: The Dow Jones index drops Tuesday as oil prices and Treasury yields jump. Nvidia and Micron are early losers.

AI stocks including Sandisk, Corning, and Intel struggle as investors ditch risk assets amid a run-up in bond yields.

TXO, GS, SNDK, TLS and THC have been added to the Zacks Rank #1 (Strong Buy) List on September 1, 2026.

China’s memory push is emerging as a fresh challenge to the global AI chip supply chain.

A rising share of the company's output is already sold under multiyear agreements whose pricing carries an upper bound, at a moment it says demand is outrunning its supply.

Dow Jones Futures: President Trump's Iran warning sparked stock market losses Monday. Elon Musk-led SpaceX and Tesla rallied.

Sandisk will join the MSCI World Index on Aug. 31.

Sandisk’s massive Japan expansion could strengthen its supply position and give the company a bigger role in the AI data center boom.

Qualcomm's revenue has declined over two years while Sandisk's surged nearly 5x, narrowing a once-massive gap.

AI-linked ETFs like DRAM, QQQ, QQQM, SOXX, and EWY drew massive 2026 inflows and gains tied to semiconductors and memory chips, but recent sell-offs highlight concentration risk.

More than three-quarters of Appaloosa's $7.7 billion in invested assets are tied to industry-leading artificial intelligence (AI) stocks.

SanDisk just committed to a $31 billion NAND expansion at the exact moment investors are asking whether the AI memory boom is just another cycle waiting to collapse. The answer hinges on a contract structure unlike anything the industry has tried before.

Micron's diverse business gives it an edge over Sandisk.

Sandisk (NasdaqGS:SNDK) and Kioxia announced plans for a joint investment of about US$31b in Japan to expand and upgrade flash memory manufacturing infrastructure through 2032. The investment is described as contingent on support from the Japanese government and focuses on advanced flash memory capacity for data center and AI related demand. The plan reinforces the long running partnership between Sandisk and Kioxia and highlights deeper U.S. Japan cooperation in semiconductor supply...

Investing.com -- Artificial intelligence is creating a growing memory bottleneck, with Bernstein analysts saying demand is spreading beyond high-bandwidth memory into conventional DRAM, NAND flash and storage.

The flash memory partners have put more than $50 billion in Japan over 25 years. The new plan would spend comfortably over half that sum again in about six years.

SanDisk laid off dozens of development employees at its Israel R&D centers even as fiscal fourth-quarter revenue jumped 372% to $8.97 billion and the stock remains the S&P 500 Index’s top performer.

Sandisk has been crushing it, but the market doesn't respect its industry.

Western Digital has surged 168% this year while peers in flash and DRAM keep climbing, yet WDC stock just shed 13% without a single company-specific headline to explain it. Something inside the storage market is shifting, and the answer changes whether this dip is a gift or a warning.

On August 27, Sandisk (NASDAQ:SNDK) and Japan’s Kioxia said they would invest more than $31 billion in Japan through 2032, expanding memory chip production as the AI boom drains supply faster than the industry can replace it. Kioxia CEO Hiroo Ota and Sandisk CEO David Goeckeler met Japanese Prime Minister Sanae Takaichi the same day […]

Will Sandisk's plans to return capital to shareholders improve the value of holding the stock?

SNDK stock has a $3,000 high price target. These catalysts could make it possible.

Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.

Supplies of memory chips aren't expected to catch up with demand for at least another year and a half.

NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.

MU's record Q3 gross margin, sharp DRAM and NAND pricing gains, and tight AI-related demand set the stage for its 86% Q4 gross margin target.

Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology  Memory names  Sandisk Micron and Western Digital were also down. Marvell is at the heart of the great AI date-center buildout. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.