Notícias

A former Nvidia exec joins Western Digital's board of directors.

WDC's Q3 FY26 gross margin jumps to 50.5% on higher-capacity drives, pricing and cost controls, with revenues up 45% to $3.3B; Q4 guide: 51%-52%.

SNDK's QLC Stargate is set for Q4 FY26 shipments, targeting AI data-center storage demand and adding a new growth path beyond TLC SSDs.

Shares of Sandisk have been on a massive run this year as investors continue piling into artificial intelligence-related memory and storage names. Sandisk stock is up 591% year to date and closed at $1,641 on May 28, according to Yahoo Finance data. The rally accelerated this week after Micron ...

UBS raised its MU price target to $1,625, lifting semiconductor stocks broadly. These 3 stocks rallied in sympathy, but are the gains warranted?

SNDK has surged since its 2025 spin-off as AI-driven memory demand, strong pricing and new contracts fuel rapid revenue growth.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%. The bid is broad rather than headline-driven, with the AI infrastructure trade gathering force into the close of May. Traders are leaning into the picks-and-shovels layer of the AI buildout today, with no fresh company-specific catalyst behind ... Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.62%. June E-mini S&P futures (ESM26 ) are up +0.33%, and June E-mini Nasdaq futures...

The NAND flash specialist is locking customers into multiyear supply agreements -- and reshaping what has long been a cyclical business.

The hard-drive specialist's latest quarter shows margins inflecting alongside revenue, and management is sending more cash back to shareholders.

Yahoo Finance Tech Editor Dan Howley joins Host Josh Lipton on Market Domination to break down the day’s leading tech stories, including SK Hynix (000660.KS) joining the Trillion-dollar club and Micron Technology (MU) impressive growth in 2026.

Evercore ISI raises Western Digital's price target to $575 as AI infrastructure demand drives hard disk drive growth beyond 25% annually for years ahead.

Investing.com -- Barclays analyst Tom O’Malley upgraded Sandisk to Overweight in a note on Wednesday, lifting the stock’s price target to $2,300, arguing that the memory and storage sector is entering a fundamentally different phase driven by long-term contracts, tighter supply, and unprecedented pricing visibility.

Barclays upgrades Sandisk stock to Overweight from Equal Weight and lifts its price target to $2,300 from $1,200 in a research note.

Western Digital's scale, AI-driven growth and stronger profitability make WDC a steadier long-term pick over turnaround-focused Quantum

The S&P 500 Index ($SPX ) (SPY ) today is down -0.05%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...

The unprecedented structural supply deficit in memory chips has handed suppliers absolute pricing power, driving massive free cash flow growth.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

US equity futures were trending higher pre-bell Wednesday as the S&P 500 and the Nasdaq reached new

With demand strengthening and supply remaining constrained, Western Digital’s earnings could continue expanding at a solid pace.

MU tops a $1T valuation as booming AI demand and chip shortages lift memory and storage stocks like WDC, SNDK and STX.

US equity futures were trending higher on Wednesday amid tech-driven momentum from the previous trad

This new ETF is up 90% in less than two months.

The Nasdaq Composite and the S&P 500 reached new peaks on Tuesday, driven a Micron Technology (MU) l

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.76%. June E-mini S&P futures (ESM26 ) rose +0.61%, and June E-mini Nasdaq futures...

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 9.6% in the morning session after a price target increase from Evercore ISI highlighted the company's underappreciated role in powering artificial-intelligence infrastructure.

Micron Soars Into $1 Trillion Club After Stunning UBS Price Target Hike

US benchmark equity indexes were mixed intraday as traders monitored the latest developments in the

Shares of Micron Technology (NASDAQ:MU) are leading the memory complex sharply higher in midday trading, rallying 16% on the session after UBS analyst Timothy Arcuri delivered one of the most aggressive sell-side revisions of the AI cycle. The move has rippled across the sector as investors reprice every name tied to memory and storage. SanDisk ... Not Just Micron: Memory Melt-Up Pulls SanDisk Up 8%, Western Digital Up 10%

The S&P 500 Index ($SPX ) (SPY ) today is up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.74%. June E-mini S&P futures (ESM26 ) are up +0.77%, and June E-mini Nasdaq futures...