Notícias

Sandisk, Celestica and BrightSpring rank among profitable stocks, with strong net income ratios and earnings growth supporting upside.

(Updates with latest market prices and developments.) US benchmark equity indexes were mixed intr

The year's biggest winners are getting dumped, as the rest of the market holds up.

(Updates with index/price moves, macroeconomic data, tariffs and company/geopolitical news from the

Sandisk's 25% monthly jump reflects surging Datacenter revenue, AI-driven demand and multi-year contracts that improve revenue visibility.

China is coming for American chip stocks' market share -- and investors are scared.

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

China is coming for Sandisk's market share. It's time to start worrying.

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.

Lumentum shares drop as AI-trade stocks come under pressure. The optical-networking company may be poised to announce a new deal ahead of schedule.

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.

Tech stocks dragged on the S&P 500 and Nasdaq in early trading.

At least one analyst thinks the reaction is misplaced. KC Rajkumar of Lynx Equity Research published a note Monday morning calling the selloff in MU and SNDK "an overreaction," arguing that supply constraints and qualification gaps make the China memory threat to Apple far smaller than the headlines imply. Micron (NASDAQ: MU), as the dominant U.S. supplier of the high-density lpDDR5x DRAM that Apple requires for iPhones and Macs, is the most direct equity expression of any shift in Apple’s memor

Stock Market Today: The Dow Jones index drops Monday ahead the 'economic D-Day' on Iran. Alibaba shares tumbles on a share offering.

Stock futures are falling to start the week with tech names leading the way lower ahead of Nvidia’s key earnings report.

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.

Markets are kicking off an action-packed week featuring Nvidia earnings and the Federal Reserve's Jackson Hole Symposium.

The memory boom isn't ending. It's slowing -- and the difference matters enormously for earnings estimates built on the steep part of the curve.

History says the market will eventually collapse, but this time does look different.

Cramer says Micron and three other memory chip stocks still have room to run.

SanDisk, Phillips 66, and MetLife added $27 billion in combined buyback capacity, with SanDisk's $14 billion authorization following a 500% share price surge in 2026.

Micron and Sandisk dominate the high-bandwidth memory, DRAM, and NAND flash markets.

Sandisk’s updated fair value estimate has moved from US$1,772.91 to US$2,126.17 in the latest model, which is roughly a 20% uplift in the price target. This reset lines up with the recent surge in analyst attention after investor day and earnings, as firms weigh Sandisk’s long term growth framework against what is already reflected in the stock. Read on to see how to interpret these shifts and how to follow the evolving narrative around Sandisk from here. Analyst Price Targets don't always...

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.

Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.

The fund manager recently booked gains in Sandisk stock and redeployed capital into Broadcom.