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In the latest trading session, Western Digital (WDC) closed at $513.84, marking a -8.78% move from the previous day.

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

Physics turned into a bill of materials convinced me to keep adding to one hard drive maker, even as insiders sell and a forward P/E of 37 raises eyebrows from value investors who remember what cyclicality does to hardware names.

The stock market is looking for direction, dropping into the red in midday trading following a green open. The S&P 500, Nasdaq, and Dow are wobbling at the flatline. Equities are looking for direction in the early stages of the earnings season in what Nationwide Investment Management Group's chief market strategist Mark Hackett called "wait-and-see mode."

The same chipmakers that have been investors' AI darlings are some of the biggest drags on today's market. The PHLX Semiconductor Index down 4.3% today with all components in the red, according to Dow Jones Market Data.

The memory chip giant is on a tear, but its real value for your portfolio lies in how it moves on its own.

Memory stocks are pulling back sharply Wednesday morning as traders lock in gains after a parabolic run. SK Hynix‘s (NASDAQ:SKHY) U.S.-listed ADR is down 5% to $184.50 in early trading, giving back a chunk of yesterday’s 27% surge to $193.92. The reversal is rippling through the group. Micron Technology (NASDAQ:MU) shares are off 3% to ... SK Hynix Drops 5%, SanDisk Slides 6%, Western Digital Slips 4% as Traders Take Profits in Memory Stocks

FTSE 100 down 23 points to 10,506 Miners fall on weaker China GDP Barratt Redrow, ICG, B&M, NextEnergy Solar publish updates 12.13pm: European stocks in the red, US futures green London's blue-chips and those in other European financial centres remain under pressure at midday...

New leveraged single-stock ETFs tied to SK Hynix just hit U.S. markets, and the Korean memory giant's Nasdaq-listed shares are whipsawing in ways that could catch traders badly off guard on either side of the trade.

Western Digital, NasdaqGS:WDC, has re-entered merger discussions with Japan based Kioxia Holdings, focused on combining their NAND flash memory operations. The renewed talks follow earlier attempts that did not progress, which were affected by valuation debates and regulatory considerations. A potential transaction could reshape how NAND flash capacity is organized across the industry and influence Western Digital’s role in flash memory. Western Digital is a key supplier of NAND flash...

The company is building a fortress of long-term contracts to protect against the memory market's notorious cycles, but a look inside shows how much of the kingdom is still outside the walls.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

SanDisk, Micron, Seagate and Western Digital look attractive after a steep sell-off, supported by AI demand, improving pricing and lower valuations.

A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight at Micron. Whether that makes MU a buying opportunity or a warning sign depends on one number buried in its next earnings report.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

The memory chip maker is one of the market's hottest names, but its true value lies in how it moves on its own terms.

The latest trading day saw Western Digital (WDC) settling at $555.55, representing a -4.64% change from its previous close.

Retail is selling former leaders, but record market breadth shows the broader rally is still holding up.

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 […]

The firm cites strong demand as the reason for the rise in target price.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...

The firm remains gung-ho about Seagate's demand visibility and ASP rise.

Memory chip stocks have been some of the market’s top performers this year, but they're struggling today. Sandisk, which is up more than 600% since the start of the year, is down 10%, making it the S&P 500's worst performer.

Western Digital is set to announce its second-quarter earnings soon, and Wall Street expects a triple-digit rise in its profit.

MU's take-or-pay supply contracts lock in volumes, pricing bands and $100 billion in minimum revenues, sharpening sales visibility through future cycles.

A single brokerage note out of Seoul just triggered the biggest single-day drop in SK Hynix history, and the shockwaves are now tearing through U.S. memory stocks that were up as much as 700% this year.

Semiconductor Stocks Tumble as SK Hynix Weakness Ripples Through the Sector

Sandisk stock has been in a bit of slump lately but analysts are still in love with the memory storage play, perhaps even more so than ever. The shares, which have slumped 16% to $1,915 in July, got a new $3,100 price target from Evercore ISI analyst Amit Daryanani in a note Sunday, up from $1,400. Investors were still underappreciating Sandisk Monday as the stock fell around 5% ahead of the open.

Micron Falls in Broad Memory Sector RetreatMicron Technology (NASDAQ:MU) shares dropped 5. 1% in premarket trading on Monday to $929.

US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...