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High-bandwidth memory — the specialized chips powering Nvidia Corp.’s latest AI accelerators — appears set to remain dominated by established leaders such as Micron Technology Inc. (NASDAQ:MU), SK Hynix Inc. (NASDAQ:SKHY) and Samsung Electronics Co. Ltd. (NYSE:SSNLF) for years. China, however, is making rapid progress in commodity DRAM and NAND. That’s according to Counterpoint Research analyst MS Hwang, who told Benzinga in an interview that “Chinese vendors are catching up quickly in commodity

American Superconductor heads into Q1 results with revenue growth expected, driven by Grid demand, data centers and Comtrafo business integration gains.

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This trio is absolutely crushing the rest of the market.

Artificial-intelligence stocks rise ahead of a slew of mega-cap earnings reports, while lower oil prices drag down shares of energy majors.

Seagate’s and SK Hynix’s quarterly reports this week are the upcoming catalysts investors are watching.

Micron and Sandisk have slipped substantially in the past month, but they can go on a terrific bull run once again.

Alphabet's increased capex forecast for 2026 this week was the latest tailwind for AI infrastructure stocks.

The memory chip boom isn't over.

One firm sees the memory maker nearly doubling. Another thinks it's already fully priced. The gap is the whole debate about this stock.

Micron and Sandisk are thriving from a memory chip supply shortage.

On July 24, 2026, crude oil retreated slightly, easing inflation concerns, though tech selloffs kept the broader market volatile.

Micron, AMD and memory names fall as risk appetite weakens

South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.

Intel Shares Drop Despite Strong AI-Fueled Earnings

The Roundhill Memory ETF, which has more than doubled year-to-date, was down nearly 7% at the time of writing.

Sandisk Corporation (SNDK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Are Sandisk investors misreading the latest semiconductor news?

A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is what is driving the group lower and what traders are watching into the close.

MU's faster HBM4 ramp-up, rising AI demand and quicker yield gains are likely to aid revenues, profitability and its AI memory position.

Susquehanna cuts Sandisk price target but stays bullish on AI memory boom

Stock Market Today: The Dow Jones index rose Friday as oil prices pulled back after big gains in recent sessions. Intel stock jumped.

Intel shares rise after the chip maker’s earnings beat analysts’ expectations, but other AI stocks aren’t getting much of a boost.

Stocks looked set to struggle for direction on Friday as a drop in oil prices eased fears about higher inflation, even as artificial-intelligence jitters lingered. Nasdaq 100 futures rose 0.1%. The Dow was on track to outperform the other two major indexes because it tends to be more reactive to oil prices, which were retreating having spiked above $100 a barrel the previous session.

Sandisk (NasdaqGS:SNDK) attracted attention as memory chip stocks rose during a sharp tech sell off. The move came on a trading day when leading tech stocks saw their weakest single day performance since April 2025. The divergence between memory chip stocks and larger tech peers highlighted changing sector preferences among investors. Sandisk, known for its flash memory and storage products, sat in the spotlight as traders looked more closely at memory and AI linked semiconductor stocks...

The "Magnificent Seven" group of stocks suffered its steepest one-day decline since the tariff-driven market sell-off in April 2025.

Sandisk is emerging as an AI memory standout with surging revenues, improving profitability and strong growth expectations beyond NVIDIA's recent gains.

Susquehanna lowered its price target on SanDisk stock. But the firm’s downwardly revised estimates still call for massive upside in SNDK shares.

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

The agency reported an 80.5% revenue increase in the past 12 months.