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Do cybersecurity stocks still have room to run as AI scales up?
Yahoo Finance Video120d agoneutralVIDEO
Do cybersecurity stocks still have room to run as AI scales up?

Cybersecurity stocks like CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL) are in focus as Wall Street leans more bullish into the AI trade, especially around cybersecurity applications. Does the software sector still have some fight in it as these 3 stocks have seen big gains over the last month and in 2026? Yahoo Finance Executive Editor Brian Sozzi welcomes a panel consisting of Senior Reporters Brooke DiPalma and Ines Ferré and PNC Asset Management Group CIO Amanda Agati to discuss investor sentiment surrounding the software trade.

Beyond Micron. Why TSMC Might Be the Bigger Value Play in Semis as the Cycle Broadens
24/7 Wall St.120d agoneutral
Beyond Micron. Why TSMC Might Be the Bigger Value Play in Semis as the Cycle Broadens

It feels like there’s nothing more than extreme overvaluation across the semiconductor names these days. Indeed, sometimes, it just makes more sense to tell yourself you missed a move rather than looking to chase an overheated sector or industry after a parabolic move. With Micron (NASDAQ:MU) up 865% in the past year, surging into the ... Beyond Micron. Why TSMC Might Be the Bigger Value Play in Semis as the Cycle Broadens

Exploring High Growth Tech Stocks In The US Market May 2026
Simply Wall St.120d agoneutral
Exploring High Growth Tech Stocks In The US Market May 2026

The United States market has shown robust performance, rising 1.3% over the last week and 28% over the past year, with earnings projected to grow by 17% annually. In this thriving environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation and scalability potential to capitalize on these favorable conditions.

Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
Bloomberg121d agoneutral
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

How Much Further Can the Chip Rally Run?
The Wall Street Journal121d agobullish
How Much Further Can the Chip Rally Run?

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Barclays resets SanDisk stock price target after earnings
TheStreet121d agoneutral
Barclays resets SanDisk stock price target after earnings

Sandisk was trading near $36 twelve months ago. It has since done something that most stocks never do in a lifetime. And on May 27, one of Wall Street's major banks looked at that run and decided the story was not finished. The argument it made for why is more specific than most investors are ...

Zscaler, Marvell, and Other Stocks That Explain the Market Today
Barrons.com121d agoneutral
Zscaler, Marvell, and Other Stocks That Explain the Market Today

The tech rally looked to be losing some momentum Wednesday ahead of with earnings from artificial-intelligence hardware supplier Marvell Technology after the closing bell. Oil prices, meanwhile, continued to decline after Iran’s Revolutionary Guard Corps said the possibility of a return to war with the U.S. was “low.” Optimism around the U.S. and Iran reaching a peace agreement, despite ongoing hostilities, appeared to be growing.

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More
24/7 Wall St.121d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq led the way once again, closing at a new record high of 26,656, up 1.19%, while the S&P 500 also set a new ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

High Growth US Tech Stocks To Watch In May 2026
Simply Wall St.121d agoneutral
High Growth US Tech Stocks To Watch In May 2026

The United States market has experienced a notable upswing, climbing 2.5% in the last week and an impressive 26% over the past year, with earnings expected to grow by 17% annually. In this dynamic environment, identifying high growth tech stocks involves looking for companies that not only ride these positive trends but also demonstrate strong innovation and adaptability to sustain their momentum.

Stock Futures Rise as Market Bids to Extend Record Rally
Barrons.com122d agobullish
Stock Futures Rise as Market Bids to Extend Record Rally

S&P 500 futures added 0.1% and contracts tied to the tech-heavy Nasdaq 100 also climbed 0.1%. Both the S&P 500 and the Nasdaq hit records the previous session, powered higher by memory-chip maker Micron Technology and flash-memory product supplier Sandisk. The Dow closed in the red, spoiling the blue-chip index’s 130th birthday.

How The DRAM Memory ETF Could Shape Sandisk’s AI Driven Story
Simply Wall St.122d agoneutral
How The DRAM Memory ETF Could Shape Sandisk’s AI Driven Story

Roundhill Memory ETF (ticker: DRAM), the first ETF focused solely on memory chips, has launched with Sandisk (NasdaqGS:SNDK) as a top holding. DRAM has quickly become the fastest growing ETF in history, signaling a sharp pickup in dedicated capital flowing into the memory sector. The ETF launch comes during a global memory chip shortage linked to rising AI demand and tight supply conditions. Sandisk, traded as NasdaqGS:SNDK, is a pure-play memory company that sits directly in the path of...

This Tech Stock Minted a New Wave of Millionaires in Just 1 Year | $25k to $1.13M
24/7 Wall St.122d agoneutral
This Tech Stock Minted a New Wave of Millionaires in Just 1 Year | $25k to $1.13M

So far into 2026, SanDisk (NASDAQ:SNDK) has left most other AI companies looking like corporate afterthoughts. The AI infrastructure cycle has been incredibly rewarding for this company and the rewards keep coming. Those who bought even just one year ago are laughing their way to the bank. The datacenter segment went from rounding error to ... This Tech Stock Minted a New Wave of Millionaires in Just 1 Year | $25k to $1.13M