Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

23,903 signal articles · 384 in last 24h · 113,559 total before filter · latest 39m ago
384last 24h
2003last 7d
328● bullish (7d)
178● bearish (7d)
205publishers
AllMacro334Earnings1053M&A93Regulatory24Product18Analyst22
✕ clear all filtersticker: WDCSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Western Digital (WDC) Stock Slides As AI Memory Selloff Hits Chipmakers
Simply Wall St.50d agobearish
Western Digital (WDC) Stock Slides As AI Memory Selloff Hits Chipmakers

Global memory and AI infrastructure stocks, including Western Digital (NasdaqGS:WDC), saw a sharp selloff after a downturn in Korean memory companies. The pullback followed a period of record highs tied to AI driven demand, supply tightness, and strong risk appetite for chipmakers. The move reflects wider technology sector concerns, including valuation questions, regulatory changes, and market liquidations in South Korea. Western Digital shares were caught in the broader shift in sentiment...

Bloomberg50d agoneutral
Micron Earnings Take on New Gravity With Market on Edge Over AI

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke

One Micron number could reshape entire AI trade narrative
TheStreet51d agoneutral
One Micron number could reshape entire AI trade narrative

I have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...

Stocks Retreat as Tech Shares Plunge
Barchart51d agobearish
Stocks Retreat as Tech Shares Plunge

The S&P 500 Index ($SPX ) (SPY ) today is down -1.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.30%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.69%. September E-mini S&P futures (ESU26 ) are down -1.14%, and September E-mini Nasdaq futures...

SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
24/7 Wall St.51d agobearish
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips

Shares of SanDisk (NASDAQ:SNDK) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher. Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares ... SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips

Western Digital (WDC) Stock After 200% YTD Surge Is There Still Upside Potential
Simply Wall St.52d agobullish
Western Digital (WDC) Stock After 200% YTD Surge Is There Still Upside Potential

If you are wondering whether Western Digital stock still offers value after its strong run, this article focuses squarely on what the current price might imply. The share price recently closed at US$732.62, with returns of 12.1% over 7 days, 51.3% over 30 days and a very large gain year to date that is well over 200%. These moves sit against a backdrop of ongoing investor interest in storage and memory companies, and continued debate about how to price growth stories in the broader tech...

Why Micron (MU) Stock Is Up Today
StockStory52d agoneutral
Why Micron (MU) Stock Is Up Today

Shares of memory chips maker Micron (NASDAQ:MU) jumped 4.8% in the afternoon session after two more major Wall Street price target upgrades arrived ahead of its fiscal Q3 earnings report later in the week.

Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings
24/7 Wall St.52d agobullish
Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings

Micron Technology (NASDAQ:MU) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report. Western Digital (NASDAQ:WDC) stock is also up by about 6% to around $788, while SanDisk (NASDAQ:SNDK) stock is up 5% to around $2,294. The group is resisting ... Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings