Notícias

Western Digital and Kioxia Holdings have restarted merger discussions focused on combining their flash memory assets. The talks center on creating a larger player in NAND flash that would pool data center and PC memory operations. Previous negotiations were affected by valuation differences and regulatory concerns, so renewed talks indicate that discussions have resumed. Western Digital, traded as NasdaqGS:WDC, is back in focus as the market evaluates what a tie up with Kioxia could mean...

Sandisk went public in February 2025, and just over a year later, the flash memory storage maker’s board of directors approved a plan to buy back shares. The repurchase comes as the company’s shares reached record highs well above its IPO price. Here's what current and prospective Sandisk investors ...

The stocks were the top three gainers in the S&P 500 on Tuesday.

Before the memory chip maker surged over three thousand percent, its financials painted a picture of a business that was messy, unprofitable, and completely misunderstood.

Sandisk stock is up some 470% year to date.

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated

Chip Stocks Soar as Memory Makers Ignite Broad Semiconductor Rally

Sandisk stock is up 3,810% since it was spun off last year.

A historic run in memory chips has investors admiring the speed, but the real question is whether the ticket to ride now costs more than the remaining journey.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of the summer, and the next data point could flip the entire trade.

QMCO's ActiveScale revenue tripled as AI-driven storage demand grows, highlighting momentum in scalable, lower-cost cold storage solutions.

These memory and storage stocks have given back some gains recently and could now be more attractively priced options for growth investors to consider.

Stock Market Today: The Dow Jones index rose Tuesday as GM stock jumped on earnings. Marvell, Micron and Sandisk rallied.

The AI trade is mounting a comeback as investors shrug off fears about a slew of cheap Chinese large-language models.

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

Technology stocks were surging early Tuesday but the beaten-down software sector was only enduring more pain as the artificial-intelligence trade sparked back into life. Chip stocks, including Intel, Micron and Marvell were among the biggest risers ahead of the open, along with memory storage names Sandisk and Western Digital.

The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.

Sandisk is up by about 500% so far this year.

Wall Street pointed higher before the opening bell Tuesday with chip and memory companies leading the way, while oil prices rose again as the U.S. and Iran exchanged more attacks. Data storage companies SanDisk and Western Digital continued their mostly upward swings, each jumping more than 7% in early trading. Chipmakers Marvell Technology and Intel, which have also been riding the artificial intelligence roller coaster, rose 6.2% and 5.7% respectively.

The rebound follows weeks of heavy selling in high-flying memory stocks and the broader semiconductor sector.

Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just a brief pause before the next leg down.

Memory stocks rebounded on Monday after sliding last week amid concerns about the durability of AI spending and efforts by tech giants to control their memory costs.

Tech stocks face rare market divergence and sharp volatility as Micron and other AI names slide, while one fund manager sees improving risk-reward.

NTAP is riding the rising public cloud and AI demand, with strong cloud revenue growth and high margins supporting its fiscal 2027 outlook.

Recently, Zacks.com users have been paying close attention to Western Digital (WDC). This makes it worthwhile to examine what the stock has in store.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.

Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.