Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
AI memory stocks tumbled as investors took profits after IBM-fueled gains, but analysts remain bullish on long-term demand.
The technology sector was dragging markets on Wall Street and around the world mostly lower Thursday and oil prices fell despite a flurry of military strikes between the U.S. and Iran. Chip and memory companies were getting hit the hardest, with Western Digital and SanDisk leading the way down with losses of more than 7%. Despite the heavy investment in artificial intelligence, investors remain concerned that stock prices have shot too high and that the demand may not be sustainable if AI doesn’t deliver as much profit and productivity as expected.
Sandisk and Kioxia have begun production at their new Fab2 facility in Japan, focused on next generation 3D flash memory. The partners have introduced their 10th generation 3D NAND technology, BiCS10, aimed at higher density and efficiency for AI and data workloads. Sandisk has started sampling BiCS10 products to customers, marking a new phase in its NAND roadmap execution. For investors watching NasdaqGS:SNDK, this move comes after an exceptional share price run, with the stock up 486.8%...
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.
Up 4,000% this year, Sandisk stock has become risky.
Nvidia stock may have slowed down this year, but Wall Street thinks the biggest rally is still ahead.
Memory stocks plunged on Wednesday along with shares of other hardware providers for AI data centers.
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.
SanDisk and Micron both posted blockbuster quarters riding the AI memory boom, but their playbooks could not be more different. One carries zero long-term debt and a single explosive bet; the other runs the entire memory stack with a forward PE that defies its growth rate.
A broad selloff hit AI-linked hardware and chip stocks on Wednesday as investors locked in gains from a months-long rally and questioned how long red-hot demand for AI infrastructure can support current valuations. Dell Technologies Inc (NASDAQ:DELL) fell as much as 12%, touching a session...
The AI cloud provider is reportedly studying put options to offset the risk that locked-in chip prices fall
Sandisk Corporation (NASDAQ:SNDK) is one of the Best Stocks to Buy Now for High Returns. The company is set to release its fiscal Q4 2026 earnings on August 5. The Street is bullish on the stock ahead of the earnings. Analysts’ 12-month average price target suggests more than 23% upside from the current level. Recently, […]
Derivatives could protect margins if chip prices tumble
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
Sandisk's earnings growth potential in the first half of the new fiscal year suggests its stock could reach new highs by the end of 2026.
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...
Sandisk has quickly become one of the most extreme valuation stories in the memory chip sector, with a very large 1 year share price gain set against a low value score that suggests the current rally leaves little room for disappointment. Sandisk has returned about 40x over the past year, which puts unusual pressure on today’s valuation to be backed by durable earnings power rather than short term enthusiasm. On the upside, long term NAND supply agreements for AI related data center...
AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge against a future drop in memory and storage chip prices, according to a person familiar with the matter. To lock in supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and SanDisk. But the arrangement cuts both ways: it protects chipmakers from a downturn, but leaves cloud companies like CoreWeave exposed if prices fall and they are stuck paying well above the going rate.
We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. SanDisk Corporation (NASDAQ:SNDK) is one of the stocks discussed by Jim Cramer. Computer storage products manufacturer SanDisk Corporation (NASDAQ:SNDK)’s shares are up by a whopping 4,000% over the past year and by 596% year-to-date. Bank of America discussed the […]
If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.
NVIDIA dominates AI compute while SanDisk is riding a NAND shortage cycle that sent shares up over 600% this year. Whether storage can match silicon as a long-term AI winner comes down to one critical question about memory pricing and platform staying power.
SanDisk turned a modest storage brand into one of the most explosive trades on the NASDAQ, but with the stock cooling sharply from its peak and Wall Street targets ranging from $955 to $3,169, figuring out where it goes next demands a closer look at what is actually driving the numbers.
Yes, good Micron news could be good news for Sandisk as well -- but keep an eye on that soaring P/E ratio.
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.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
