Actualités

Two hot stocks, with one offering a few more advantages to investors than the other.

SanDisk (NasdaqGS:SNDK) and Kioxia announced a new Quad-Level-Cell QLC 3D flash memory platform that sets fresh efficiency and density benchmarks for the sector. The next generation QLC 3D memory targets higher bit density, read and write bandwidth, and power efficiency for AI workloads and large scale cloud infrastructure. The companies position the technology as a way to support data center scaling as AI training and inference requirements expand. For readers looking to turn this kind of...

AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.

Memory giant SanDisk’s (SNDK) Aug. 5 earnings report came with a difficult question hanging over the stock. After what’s been a monumental surge in NAND pricing and profitability, how much longer can it keep this up? As it has for the past several quarters, SanDisk blew past top- and bottom-line ...

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptical investors and flip a negative narrative.

Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning

SK hynix announces plans of investing $38 billion to build two new factories. Here’s what the disclosure really means for SKHY shares.

Sandisk reported strong fiscal fourth-quarter revenue of $8.97 billion, up 372% year-over-year, but shares fell after first-quarter guidance came in below analyst expectations.

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.

Three of its top holdings, flash memory/data storage companies Seagate, Western Digital, and Sandisk, were among the biggest losers in the S&P 500 Friday. The stocks continued to slide following Western Digital's earnings late Wednesday, which were merely good as opposed to mind-blowingly fantastic. The memory ETF was being dragged down even more by Micron Technology and South Korean rival SK Hynix.

Keep this in mind about Sandisk.

Top Wall Street Banks Stay Bullish on Sandisk Despite Weak Outlook

Silicon Motion Technology operates in a little-known but important part of memory chip infrastructure.

Wall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as markets brace for next week's inflation data.

US stock futures traded close to unchanged on Friday as investors awaited the latest employment data, a key release that could influence the Federal Reserve’s next interest rate decision. Markets were also monitoring renewed geopolitical tensions in the Middle East following a fresh Houthi attack on Saudi Arabia, while reports suggested Iran and Oman are nearing an agreement over shipping through the Strait of Hormuz.

Roundhill CEO Dave Mazza called the memory pullback a leverage-driven “shakeout and repositioning,” even as DRAM attracted fresh inflows.

SanDisk and Western Digital stocks inched higher overnight after two days of sharp losses, but analysts say moderating growth is beginning to raise red flags.

Operating performance is spectacular, but investors are getting nervous for one big reason.

Today, Aug. 6, 2026, software and cloud names tumbled as investors question valuations while geopolitical tensions added fresh headwinds.

Sandisk's revenue and profit exploded, but its enormous previous rally made even exceptional growth vulnerable to disappointment.

Shares of AI darlings Western Digital and Sandisk fell. Sandisk’s forward guidance was slightly below previous analyst estimates, while Western Digital’s outlook was in-line with expectations. Western Digital declined 13%, while Sandisk dropped 7%.

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Sandisk's revenue has accelerated sharply in recent quarters, while AMD has grown more steadily—a divergence that narrows the historical gap between these chip-sector heavyweights.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Sandisk and Western Digital both fell despite record quarterly results, a sign the AI trade may be stalling. With gold climbing and bitcoin holding above $64,000, is this a sign that traders are seeing capital rotating back toward crypto? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

One cautious outlook may obscure a powerful earnings cycle

Sandisk’s new business model is expected to pressure margins in the near term, but analysts say it should improve pricing discipline and earnings visibility over time.

Western Digital, Micron, SK Hynix and Samsung also moved lower.

Chip stocks rallied on Thursday, helped by positive earnings reports from Macom Technology Solutions and SiTime.