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The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.
Sandisk is up by about 500% so far this year.
The rebound follows weeks of heavy selling in high-flying memory stocks and the broader semiconductor sector.
Micron and Sandisk have tumbled since the calendar flipped to July.
(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck
Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.
Sandisk stock is still cyclical, but the end of this cycle looks a long way off.
I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts. That performance is after Sandisk, Dell, and Micron. ...
The memory maker's earnings have exploded alongside its stock. The next act is a much harder call.
Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just a brief pause before the next leg down.
Memory stocks rebounded on Monday after sliding last week amid concerns about the durability of AI spending and efforts by tech giants to control their memory costs.
A few rough days shouldn't overshadow Sandisk's potential to reward shareholders over the next several years.
The elimination of a Dot Com-era pattern day trading rule is expanding access to margin for retail investors—and raising concerns about volatility.
Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.
Duquesne Family Office's billionaire boss piled into an S&P 500 stock that's soared 3,200% over the trailing year.
Wall Street is swinging back upward on Monday, as the roller-coaster ride for stocks of chipmakers and other winners of the artificial-intelligence boom snaps higher. Such stocks have been under pressure for weeks on worries that their prices shot too high in the euphoria around AI. Wall Street may get some hints on that soon as some of the biggest spenders on AI report their latest quarterly results.
Demand for memory chips to power AI workflows has led to surging prices in memory chip stocks like Micron.
Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.
Sandisk is an early candidate for stock of the year.
Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.
SanDisk and Seagate both posted stunning quarters fueled by AI demand, but they are chasing completely different versions of the storage boom. Which approach holds up when the cycle turns?
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