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Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.
A semiconductor sell-off hit Micron hard, but investors shouldn't be too nervous.
SanDisk, Micron Technology, and Bloom Energy accounted for about 66% of Situational Awareness’ portfolio.
We had a nice risk / reward ratio in our DRAM ETF trade. But we didn't hold out for top dollar before taking profits.
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.
Local AI workloads are opening another storage growth lane
Ken Griffin’s Citadel has shed more than 80% of the aggregate risk it took on from Situational Awareness, executing nearly 100 block trades worth more than $4 billion in about three weeks.The July rescue removed the threat of a disorderly...
Hedge fund with large positions in Sandisk (NasdaqGS:SNDK) and Micron was forced into distressed liquidation after both stocks collapsed in July. Forced selling removed a major institutional holder from Sandisk, with reported losses of about US$35b and a sharp reduction in fund size. The event highlights concentration risk in volatile memory and AI infrastructure stocks and raises questions about fund risk controls. Investors are assessing how the liquidation may affect Sandisk’s shareholder...
SanDisk has turned into one of the most explosive trades in memory, but a well-funded Chinese rival is quietly building the capacity to flood the market and collapse the very supply shortage driving the rally.
SNDK expands into high-performance NAS with new SATA and NVMe SSDs, targeting private-cloud and local-storage demand while challenging Micron and Seagate.
Long-term contracts and rising AI demand could support strong growth for Sandisk in the next five years.
Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion in locked-in contracts, but whether the stock still has room to run or has already priced in the boom is a question worth answering before the next move.
Situational Awareness’s multibillion-dollar bet on Sandisk highlights its conviction in the AI-driven memory boom, while the fund’s subsequent implosion raises broader questions about leverage, crowded positioning, and what comes next for SNDK investors.
There's a major ETF focused on AI memory stocks, but it has some drawbacks.
Jim Cramer called Micron a national treasure on live television while insiders were quietly moving in the opposite direction. What the buyback blackout and the CEO's summer trades reveal about the stock's real story is worth a closer look.
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
Sandisk has now been profitable for a whole year.
Tepper's track record makes him one of the best in the business.
Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.
Roughly half of the supply is now committed to a handful of customers years in advance, and that, not the growth rate, is what a holder is underwriting.
While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.
The investment bank sees Sandisk's share price rising 26%
As we move further into 2026, 3G Capital is making fresh Q2 bets on three stocks positioned to benefit from the accelerating AI infrastructure boom.
Investors looking to buy one of these two AI stocks for their portfolios have an easy choice to make.
SanDisk’s ambitious long-term targets suggest its explosive growth may be more sustainable than investors expect, giving Wall Street another reason to stay bullish on the stock.
Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.
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