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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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Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case
24/7 Wall St.140d agobullish
Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case

Memory and storage stocks are surging in mid-morning Friday trading as the AI memory supercycle thesis goes fully mainstream. Micron Technology (NASDAQ:MU) stock is up 11%, SanDisk (NASDAQ:SNDK) stock is also up 11%, and Western Digital (NASDAQ:WDC) stock is up 3%. The synchronized move extends a parabolic stretch for the group. Micron stock has climbed ... Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case

Jim Cramer Makes Big Prediction About Sandisk (SNDK)
Insider Monkey140d agoneutral
Jim Cramer Makes Big Prediction About Sandisk (SNDK)

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Sandisk Corporation (NASDAQ:SNDK) is one of the stocks discussed by Jim Cramer. Computer memory manufacturer Sandisk Corporation (NASDAQ:SNDK)’s shares are among the top performers in the market. They are up by a whopping 3,931% year-to-date and by 412% year-to-date. […]

It’s Looking an Awful Lot Like the Tech Bubble
The Wall Street Journal141d agoneutral
It’s Looking an Awful Lot Like the Tech Bubble

​📈 Follow our live markets data and coverage. Hold on a minute, didn’t they change their name to “Strategy?” Sorry, we were looking at a table of stock performance ending in March 2000, not today. As Jonathan Krinsky and his team at BTIG point out, many of today’s marquee companies also were top performers back then.

Top AI Memory Stocks for 2026
FX Empire141d agoneutral
Top AI Memory Stocks for 2026

It’s the trade of the year and it’s still going. I’m talking about AI of course, but more specifically, I mean memory and storage stocks.

Western Digital Share Swap Highlights Separation Progress And Valuation Gap
Simply Wall St.141d agoneutral
Western Digital Share Swap Highlights Separation Progress And Valuation Gap

Western Digital has started a share swap that allows investors holding Sandisk shares to exchange them for NasdaqGS:WDC common stock. The company has outlined a plan to fully exit its remaining Sandisk stake through future exchanges or distributions, completing the separation after the Sandisk spinoff. Western Digital, trading on NasdaqGS:WDC, is taking concrete steps to simplify its structure by unwinding its remaining equity link to Sandisk. With the stock at $483.15 and very large multi...

Analysts reset Sandisk stock forecast after massive rally
TheStreet141d agobullish
Analysts reset Sandisk stock forecast after massive rally

Shares of Sandisk Corporation (SNDK) have been flying high as investors pile into semiconductor names and memory-related stocks. The stock has surged nearly 100% over the past month and closed at $1,409.98 on May 6, extending a massive rally that has pushed shares up nearly 500% year to date, ...

Investing.com141d agoneutral
Bernstein bullish on memory stocks as DRAM and NAND prices rise

Investing.com -- Bernstein is bullish on memory stocks after data showed another major jump in chip prices, with DRAM and NAND contract prices both set for significant increases in the second quarter of calendar year 2026, coming in ahead of the firm's own expectations.

Tech-led stealth rally pushes markets to record highs
Yahoo Finance Video141d agobullishVIDEO
Tech-led stealth rally pushes markets to record highs

U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).

Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back
24/7 Wall St.141d agoneutral
Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back

The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much of the load: the Philadelphia Semiconductor Index (^SOX) has surged around 60% year-to-date. Right now the stars are aligning: cooling oil prices, a ... Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back

Goldman Sachs Raises its Price Target on SanDisk (SNDK) to $1,200
Insider Monkey142d agoneutral
Goldman Sachs Raises its Price Target on SanDisk (SNDK) to $1,200

SanDisk Corporation (NASDAQ:SNDK) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On May 1, 2026, Goldman Sachs analyst James Schneider raised the price target on SanDisk Corporation (NASDAQ:SNDK) to $1,200 from $700 and maintained a Buy rating following a stronger-than-expected quarter and outlook. James Schneider noted that despite an initial […]

Western Digital Exit Reshapes Sandisk Ownership And Pure Play Appeal
Simply Wall St.142d agoneutral
Western Digital Exit Reshapes Sandisk Ownership And Pure Play Appeal

Western Digital has started a share swap involving its Sandisk holdings, exchanging Sandisk stock for Western Digital shares. The company also outlined a plan to fully exit its remaining Sandisk stake over time through additional exchanges or dividends. This marks a clear move toward separating the long running equity link between Western Digital and Sandisk. For Sandisk (NasdaqGS:SNDK), this comes at a time when the stock price is $1,409.98, with very strong recent momentum. The shares are...

Samsung market cap crosses $1 trillion amid memory chip rally
Yahoo Finance Video142d agobullishVIDEO
Samsung market cap crosses $1 trillion amid memory chip rally

Samsung Electronics (005930.KS, SMSN.IL) reached a $1 trillion market cap on Wednesday as the memory chip shortage drives the hardware manufacturer — and other memory chip developers — even higher. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to discuss the rally occurring in the memory chip landscape.

Jim Cramer on Sandisk: “That’s Extremely Cheap for a Growth Stock”
Insider Monkey142d agoneutral
Jim Cramer on Sandisk: “That’s Extremely Cheap for a Growth Stock”

Sandisk Corporation (NASDAQ:SNDK) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer explained how the stock sells for relatively cheap despite huge runs, as he said: Western Digital and Sandisk have similar trajectories. That’s why their stocks can keep charging higher even though the moves seem just crazy. In reality, […]

Jim Cramer on Seagate: “They’re Practically Printing Money”
Insider Monkey142d agoneutral
Jim Cramer on Seagate: “They’re Practically Printing Money”

Seagate Technology Holdings plc (NASDAQ:STX) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer highlighted the company’s fall and impressive rise in earnings, as he commented: The storage stocks, Sandisk, Western Digital, and Seagate, being the big three, just don’t know when to quit. They’ve been on insane runs because […]

CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite
24/7 Wall St.142d agobullish
CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite

The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates into stocks. The VIX closed near 18 on Monday after dipping to almost 17 late last week, well below the peak above 31 recorded in late March. In a display of a shifting ... CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite