Actualités

South Korea's government wants a piece of AI companies' profits. Is Sandisk at risk?

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.72%. June E-mini S&P futures (ESM26 ) are down -0.38%, and June E-mini Nasdaq futures...

Shares of the Roundhill Memory ETF (CBOE:DRAM) are off roughly 5% in early Tuesday trading, changing hands near $52.30 after closing Monday at $55.08. The slide caps a remarkable six-week sprint that saw the newly minted ETF roughly double since its April 2 inception. DRAM was up 30% in the week through Monday and 70% ... DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

Two memory stocks, two different setups: at $1,562, SanDisk (NASDAQ:SNDK) is a sell, and at $746, Micron Technology (NASDAQ:MU) is a hold. Both names trade at all-time highs after a parabolic NAND and HBM repricing, and both sit above the average Wall Street target. The sell recommendation isn’t an outright sell call, it reflects ranking ... Buy, Sell, or Hold: SanDisk at $1,562 and Micron at $746

Tech futures fell as oil prices topped $100 while South Korea news triggered losses in Q1 stocks. CPI inflation picked up.

It won't be surprising to see Sandisk management opting for a forward stock split following the stock's impressive surge over the past year.

Investing.com -- Semiconductor stocks declined Tuesday after South Korean policymakers proposed a "citizen dividend" funded by taxes on AI profits, sparking concerns about potential levies on chipmakers.

This memory stock is hotter than any other S&P 500 member. But could its sizzle soon fizzle?

FTSE 100 down 39 points at 10,230 UK gilts near recent highs amidst possible Starmer exit Intertek received higher offer from private equity suitor Vodafone, Imperial Brands, Wickes report results 2.49pm: US stocks open lower Wall Street has joined in the selling party. The...

Sandisk (NasdaqGS:SNDK) has extended key technology joint ventures and signed multi-year, multi billion dollar customer agreements tied to AI memory demand. The company has launched new high performance products for AI data centers and joined a consortium with SK Hynix to co develop next generation High Bandwidth Flash. These updates highlight Sandisk's role in AI infrastructure and its position within the NAND supply chain beyond recent earnings and spin off headlines. For investors...

Each one offers a unique mix of opportunity and risk.

The chart below looks like AI-generated, but it’s not. Since its February 2025 spin-off from Western Digital Corp., SanDisk Corp. has gained 4,086%. Nvidia Corp., the AI poster child of the decade, has gained 4,006% — over nearly nine years....

Retail investors are piling into AI-linked chip and hardware names as valuation concerns rise after a six-week semiconductor surge.

Both memory chipmakers have outperformed the market by miles in 2026, but only one combines structural growth with shareholder-friendly capital returns.

A series of bullish catalysts just launched Qualcomm stock to record highs.

Shares of the Roundhill Memory ETF (CBOE:DRAM) are extending a parabolic run, trading near $55.80 in Monday midday action and up about 6% on the day. The fund has now roughly doubled since launching on April 2, putting its 2026 gain at approximately 107%. The move caps a blistering stretch for the new fund. Amazingly, ... Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

Having reached its all-time high of $1,153.00 on May 1, 2026, Sandisk Corporation (NASDAQ:SNDK) secured a spot on our list of the 7 tech stocks that just hit new all-time highs. The company had been making important strategic moves in the background before that surge, taking the stock 558.16% higher in 2026 so far, as […]

Memory stocks climbed as investors bet on tighter supply and stronger chip margins.

Sandisk stock has surged more than 500% so far in 2026, but the stock could still carry explosive gains.

Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.

Intel, Micron, Advanced Micro Devices, Sandisk and QQQ have been highlighted in this Investment Ideas article.

AI hyperscaler spending is driving soaring demand for memory and storage chips, boosting MU, WDC and SNDK prospects.

June S&P 500 E-Mini futures (ESM26) are down -0.03%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.04% this morning, pointing to a muted open on Wall Street as oil prices and bond yields climbed after U.S. President Donald Trump slammed Iran’s response to a U.S. peace proposal.

Welcome to the great chip-stock melt-up of 2026. Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled. And the S&P 500’s semiconductor companies have added roughly $3.

Shares of both SanDisk and Micron are rallying as investors cheer on artificial intelligence (AI) memory and storage.

Wall Street weighs the bottlenecks within the AI trade.

Investing.com -- The global semiconductor industry has entered a massive "melt-up" phase, adding approximately $3.8 trillion in market capitalization over the last six weeks.

A year ago, investors had all but left Intel for dead. Now, the chip maker’s shares are going parabolic, notching their first record in 26 years, then soaring past it. Intel is now up 239% this year.