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A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Memory stocks have been brutal lately, but not all of them are hurting equally, and the gap between the winners and losers may tell investors exactly where to put their money next.

SanDisk has taken investors on a wild ride in recent months. For instance, SanDisk (SNDK) stock is up roughly 2,240% over the past 12 months, a return that turned a sleepy chipmaker into one of the most talked-about stocks on Wall Street. Then came the drop. The chip stock has fallen 45% from its ...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. September E-mini S&P futures (ESU26 ) are down -0.02%, and September E-mini Nasdaq futures...

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. MU, STX, WDC, SNDK and VRT could benefit as valuations remain attractive.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

Most memory chipmakers extended Thursday’s gain after-hours as tech bigwigs flag continued rise in memory prices.

STX's AI storage growth is backed by persistent data reuse, nearline supply allocated through 2028 and Mozaic drives reaching up to 44TB.

Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.

STX enters fiscal 2027 with rare demand visibility as AI data growth, allocated nearline supply and HAMR adoption strengthen earnings and cash flow.

Memory chip stocks were joining in on today's tech-led rebound rally. The Roundhill Memory ETF rose 13%, adding to the PHLX Semiconductor Index's 8.3% rise and the tech sector's 4.8% rise. Sandisk was the top gainer in the S&P 500, up nearly 24%.

Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.

SanDisk has shed half its value in a single month after an extraordinary run, leaving investors torn between a compelling entry point and a potential falling knife. Here is what the fundamentals, analyst targets, and structural NAND dynamics actually say about what comes next.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Micron just delivered record-breaking earnings, locked in multi-billion-dollar AI contracts, and posted monster year-over-year growth, yet the stock cratered nearly 28% in a month. Wall Street's top analysts say the selloff created an opportunity that rarely shows up in semiconductor stocks this strong.

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.

The selloff turned on a rival's market debut, while binding multiyear contracts now put a minimum volume and a floor price under a defined share of Micron's future revenue.

Samsung said it expects the global chip shortage to persist through 2028, a bullish signal for memory producers.

The sell-off is treating four very different businesses as one trade. Sorting them apart is where the opportunity is.

Individual investors just recorded “their largest net selling of single stocks since the COVID crash,” according to Vanda Research.

A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.

After a brutal 47% monthly collapse, SanDisk sits at a crossroads where one analyst sees a 200% recovery while bears argue the worst multiple contraction is still ahead.

SNDK's 32% three-day slide may be sentiment-driven as AI storage demand, $42B in contracts and a debt-free balance sheet support its outlook.

CXMT's blockbuster IPO rattles U.S. memory stocks, but its current market position suggests the broad selloff may overstate the near-term competitive threat.

Western Digital (WDC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SanDisk stock has crashed 47% in a month as an SK Hynix miss and a bearish chart pattern threaten to push SNDK below key support.

The memory storage company has been the poster child of the AI momentum trade, and the recent selloff.

Seagate’s earnings give rival Western Digital a boost, while SK Hynix’s results drag down rival Micron.

LTH hits new highs after eight straight earnings beats and rising estimates, while MSTR faces pressure from falling estimates, debt and Bitcoin sales.

The latest selloff extends a sharp decline in memory chip stocks that began late last month.