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Will the Tech Stock Rout Force Anthropic to Pull Its IPO?
24/7 Wall St.52d agoneutral
Will the Tech Stock Rout Force Anthropic to Pull Its IPO?

Anthropic appeared poised to become the next blockbuster public offering. Just weeks ago, enthusiasm surrounding artificial intelligence seemed unstoppable, private market valuations were climbing, and investors were already comparing Anthropic’s potential debut to SpaceX‘s (NASDAQ:SPCX) record-setting IPO. Yet markets can change direction in a hurry. A sudden global sell-off in technology stocks has raised an ... Will the Tech Stock Rout Force Anthropic to Pull Its IPO?

The Biggest IPO in History Is Unraveling. Why SpaceX Stock Hasn’t Hit Bottom Yet
24/7 Wall St.52d agoneutral
The Biggest IPO in History Is Unraveling. Why SpaceX Stock Hasn’t Hit Bottom Yet

The market’s appetite for artificial intelligence and space technology helped fuel one of the most anticipated public offerings ever. Investors spent months waiting for SpaceX‘s (NASDAQ:SPCX) debut, and when shares finally began trading, enthusiasm pushed the stock far beyond its initial offering price. Yet history has a way of reminding investors that excitement and valuation ... The Biggest IPO in History Is Unraveling. Why SpaceX Stock Hasn’t Hit Bottom Yet

Sandisk (SNDK) Is Up 7.9% After AI Deals Cement Its Pure-Play NAND Pivot - What's Changed
Simply Wall St.52d agoneutral
Sandisk (SNDK) Is Up 7.9% After AI Deals Cement Its Pure-Play NAND Pivot - What's Changed

In recent weeks, Sandisk has seen intense interest as AI data center demand, tight NAND flash supply and multiyear supply contracts have driven very strong revenue and earnings growth alongside new storage technologies like High Bandwidth Flash and SPRandom. Beyond headline demand, Sandisk’s shift into a pure-play NAND and SSD business with long-term hyperscaler agreements is reshaping its role at the center of AI infrastructure. We’ll now examine how Sandisk’s AI-driven NAND flash demand...

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.

The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks
24/7 Wall St.52d agobullish
The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks

Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and Arm Holdings (NASDAQ:ARM). The billionaire who built Duquesne by reading macro tea leaves, and who famously sidestepped the dot-com unwind in 2000, dumped the highest-multiple AI software ... The Billionaire Who Called the 2008 Bubble Just Dumped Google to Bu

Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings
24/7 Wall St.53d 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

Sandisk Corporation (SNDK) Jumped on Improving Memory Fundamentals
Insider Monkey53d agobullish
Sandisk Corporation (SNDK) Jumped on Improving Memory Fundamentals

Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, in the first quarter of 2026, compared to the -3.5% return of the Russell […]