Actualités

Faster production could reshape competition across AI memory

Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning

SanDisk and Western Digital stocks inched higher overnight after two days of sharp losses, but analysts say moderating growth is beginning to raise red flags.

Memory stocks are staging a violent reversal after their worst month in years, and a brand-new industry standard from rival chipmakers may have just changed the rules of the AI storage race.

A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.

Chinese memory chip maker’s IPO adds to crowded market, Ford wants to build an Army truck, another shipping crisis, and more news to start your day.

Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory chip demand surges. Find out whether the Big Short legend has spotted a crack in the cycle or left a critical blind spot exposed.

Rambus just shed nearly 30% from its June peak while two major Wall Street firms initiated coverage with aggressive buy ratings. Before the July 27 earnings report arrives, here is what the disconnect reveals about the AI memory trade.

Sandisk Corporation (NASDAQ:SNDK) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted how the company’s rally got triggered. He remarked: Now, today was one of those days where the complex of Micron, Seagate, Lumentum, Corning, Western Digital, and Sandisk […]

I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...

Tractor Supply downgrade, Five Below upgraded: Wall Street's top analyst calls

Micron Technology Inc. (NASDAQ:MU) is one of the top 10 AI stocks that will skyrocket. On June 29, Phillip Securities substantially increased its target price for the stock from $530 to $1,870, which now yields more than 62% upside. The firm reiterated its Buy rating following the company’s earnings release. For the coming quarters, Phillip […]

SanDisk Stock Soars as Goldman Bets on Strong Quarter Ahead

Bank of America Says Sandisk Could Be a Big Winner as NAND Prices Stay Hot

The most consequential parts of your portfolio are usually the ones you never think about. Not the flashy name everyone argues about at dinner, but the boring component buried three layers down that quietly decides whether the whole thing works. For years, memory chips were exactly that kind of ...

Micron has been on an incredible run, but could there be more upside ahead?

Penguin Solutions Inc. (NASDAQ:PENG) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 25, Penguin Solutions announced an updated version of its ClusterWareAI operating system software, its specialized AI Factory Platform operating system and infrastructure management software. The three new updates include an AI-powered operations agent, […]

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. While Qualcomm’s expanding data-center revenue opportunity makes it difficult to remain bearish, one investment firm remains skeptical due to its product roadmap and competitive positioning. On June 25, Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight […]

Micron Rides Memory Surge After Analyst Lifts Target by More Than 250%

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASDAQ:MU) to $1,300 from $500, while keeping an Outperform rating on the company’s shares. The firm raised its revenue and earnings per share expectations […]

Citi has raised its Sandisk price target to $2,500 from $2,025, sending SNDK shares up roughly 22% in the last 24 hours.

Analysts praised Micron’s long-term contracts, saying they provide some of the strongest revenue visibility in the semiconductor industry.

AI Storage Surge Sends Sandisk Stock Flying After Citi Upgrade

I've covered Micron repeatedly, and each time, the story has been some version of the same thing. The artificial intelligence (AI) memory supercycle is getting bigger than the market expected, and Micron keeps proving the bears wrong. Tuesday, June 23, is a jarring interruption. MU dropped more ...

BofA hiked its price target on Micron to $1,500 from $950, while keeping a ‘Buy’ rating.

Micron Emerges as Major AI Winner After Massive Target Hikes

With a net profit margin of 41.49%, Micron Technology, Inc. (NASDAQ:MU) is included among the 12 Most Profitable American Stocks to Buy in 2026. Micron Technology, Inc. (NASDAQ:MU) is one of the largest semiconductor companies in the world, specializing in memory and storage chips. On June 15, RBC Capital analyst Srini Pajjuri lifted the firm’s price […]

Micron just got a fresh and full reminder that in the artificial intelligence (AI) race, memory isn't optional. Analyst’s bullish notes are landing, investors are seeing "higher DRAM demand" and "longer pricing power," and the stock is, of course, not wasting time in response. TD Cowen analyst ...

Micron Technology (MU) shares deserve a higher valuation amid a stronger memory cycle driven by AI d