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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Wall Street Sees More Upside for SanDisk Corporation (SNDK)’s AI Opportunity
Insider Monkey99d agoneutral
Wall Street Sees More Upside for SanDisk Corporation (SNDK)’s AI Opportunity

SanDisk Corporation (NASDAQ:SNDK) is among the stocks with the best earnings growth for the next 3 years. On June 8, Vijay Rakesh from Mizuho raised estimates for SanDisk Corporation (NASDAQ:SNDK) following the quarterly AI application-specific integrated circuit roadmap call. The firm projects tensor processing units to reach 35 million in 2028, which is roughly 8-times […]

Sandisk (SNDK) Stock Faces A June 22 Share Swap And AI Memory Test
Simply Wall St.100d agoneutral
Sandisk (SNDK) Stock Faces A June 22 Share Swap And AI Memory Test

Western Digital plans to complete a SanDisk share swap on June 22, further separating the two businesses. The transaction is set to leave Sandisk, ticker NasdaqGS:SNDK, operating as a pure-play NAND and SSD company. Sandisk is in an AI-driven memory upcycle, supported by strong AI-related demand, tight supply and multi-year contract wins. For investors tracking Sandisk, NasdaqGS:SNDK, the timing of this share swap matters. The stock has moved sharply, with the share price at $1,991.55 and...

Oil and US gas prices retreat on US-Iran ceasefire
Yahoo Finance Video101d agoneutralVIDEO
Oil and US gas prices retreat on US-Iran ceasefire

While US stocks (^DJI, ^IXIC, ^GSPC) are mixed as investors continue to digest the Trump administration's reported peace deal with Iran, oil prices (CL=F, BZ=F) have sunk below $80 per barrel but remain elevated above pre-war prices. Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré assess the impact these geopolitical headlines are having on oil and domestic US gas prices (RB=F).

Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On
24/7 Wall St.101d agobullish
Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On

Western Digital (NASDAQ:WDC) stock is up 7% in Tuesday morning trading, changing hands near $701 and setting a fresh all-time high. The catalyst is a Morgan Stanley note that reiterated an Overweight rating and lifted its WDC price target by 33%. The upgrade extends a powerful run. Western Digital stock closed Monday up 16.1% at ... Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On

Chip stocks jump as Strait of Hormuz reopens
TheStreet101d agobullish
Chip stocks jump as Strait of Hormuz reopens

Memory and storage chip companies surged on Monday, June 15, after the United States and Iran announced a peace agreement that will reopen the Strait of Hormuz. The rally didn't come about because the AI trade suddenly changed; it came about because the single biggest threat to it just got removed. ...

Cantor Fitzgerald Increases Price Target for Sandisk Corp. (SNDK)
Insider Monkey101d agoneutral
Cantor Fitzgerald Increases Price Target for Sandisk Corp. (SNDK)

Sandisk Corp. (NASDAQ:SNDK) is one of the 10 best computer hardware stocks to buy for the next 5 years. On June 8, Cantor Fitzgerald increased the target price for Sandisk Corp. (NASDAQ:SNDK) from $1,800 to $2,900, resulting in a revised upside potential of more than 74%. The firm also upheld its Overweight rating on the […]