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AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss how markets could react to both earnings reports.
SanDisk (SNDK) flashes an April 2025 pattern as the stock fights $1,244 support days before Q4 earnings on August 5.
Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.
Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.
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Individual investors are taking some of their chips off the table. Retail traders have piled out of hardware stocks and other artificial-intelligence shares in recent days, according to separate reports from JPMorgan and Vanda Research.
U.S. stock futures largely moved higher, though Sandisk and Micron Technology fell premarket as investor enthusiasm around semiconductor companies continued to wane.
The memory maker's two valuation multiples describe two different companies. Believing the cheap one requires one big assumption.
The market has been spooked by concerns of tech giants’ ballooning spending and signs that China may be catching up in the AI arms race. Asian chip stocks plunged, sending South Korea’s Kospi index 10% lower and Japan’s Nikkei down 4%. The worst-hit American names included memory makers Sandisk which fell another 14%, and Micron, which shed 8.9%.
Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.
📈 Follow our live markets data and coverage. Two years ago, Starbucks investors were having a lousy day following another depressing set of quarterly results. News of Brian Niccol’s hiring as chief executive boosted the coffee chain’s market value by $20 billion, or more than 25%, overnight.
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July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
The company topped Industrial and Commercial Bank of China to become the most valuable company listed in a mainland Chinese market. ASML and Advanced Micro Devices fell 5.8% and 5.2%, respectively. The Nasdaq Composite ended the day down 0.2%.
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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Sandisk is expected to announce its fourth-quarter results in August, and analysts predict a significant jump in the company’s bottom-line figure.
Memory chip shortages continue to be a problem for most companies.
September S&P 500 E-Mini futures (ESU26) are up +0.57%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.39% this morning, pointing to a higher open on Wall Street as a rebound in chipmakers gained momentum.
Sandisk is up by about 500% so far this year.
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