Notícias

SanDisk stock dipped 10% on Wednesday, but Bank of America sees more upside on the AI storage stock.

Sandisk became the S&P 500’s top-performing stock in H1 2026 as AI demand fueled memory and storage growth. Can supply constraints and enterprise SSD demand keep driving the rally higher?

Samsung and SK Hynix drag global chip names lower.

Western Digital (WDC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

STX's data center business is surging as cloud demand, Mozaic drive adoption and long-term supply agreements fuel revenue growth through fiscal 2027.

Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?

The average brokerage recommendation (ABR) for Western Digital (WDC) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL) wants to buy from is not yet on the US entity list, unlike YMTC, which already is. For ... Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years

Q2 market gains fueled by AI momentum set the stage for Q3. MU, WDC, MCHP, CRDO and STRL are five momentum stocks positioned to benefit in Q3.

Many of this year’s hottest stocks are the biggest decliners in premarket trading Thursday after sharp drops in the previous session.

Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.

The sharp selloff in high-flying memory stocks, without any clear fundamental trigger, has concerned investors, fueling fears of a broader downturn.

As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!” However, ... Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

Western Digital’s analyst fair value estimate has been reset from $518.26 to $584.79, signaling a fresh look at what the stock might be worth in updated models. This change sits alongside active debate about how much AI driven storage demand, hard disk drive pricing trends, and execution on Western Digital’s product roadmap are already reflected in current expectations. As the article continues, you will see how these moving pieces shape the evolving narrative and how to keep track of...

Strategas Asset Management chief ETF strategist Todd Sohn explains what's in store for the exchange-traded fund (ETF) market in the third quarter.

Shares of Micron Technology (NASDAQ:MU) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower. The ... Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

FEATURE Micron Technology stock was falling early Wednesday amid a wider selloff in technology stocks. However, prices for its memory chips are only heading upward. The shares were down 3.2% in premarket trading.

US stock futures are pointing lower on the first of July after Wall Street rounded off its best quarter since 2020, with investors exercising some caution before jobs data and a speech from new Federal Reserve Chair Kevin Warsh. Nasdaq futures were down 0.4%, while Dow Jones and S&P 500...

The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.

Seven S&P 500 stocks have already tripled in 2026, with memory giant Sandisk far in front All are AI stocks.

Memory stocks are coming off their peaks hit last week as investors book profits and institutional funds rebalance their portfolios at the start of the year’s second half.

7.44am: ABF warns on sugar losses Associated British Foods has warned that weaker sugar trading will hit profits this year, while Primark saw mixed sales in the third quarter. The FTSE 100 group's CEO George Weston says: "Aside from Sugar, our full year outlook for the group is...

The list is dominated by semiconductor and computer-hardware manufacturers.

Beyond surging demand, the stock’s incredible run was powered by a new kind of deal designed to kill the company’s cyclical curse.

Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here's what they're waiting for.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

The tech resurgence was running out of steam ahead of the open Tuesday but there were still plenty of AI and chip stocks on the move.

Tech stocks posted their strongest first half of the year since 2023, when the AI boom first drove equities higher.