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Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 62.2% compared to 8.6% for the S&P 500.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

You just saw a memory stock act like it killed the memory cycle. Here's how it used the AI frenzy to try.

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday’s episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated: Some of you have complained […]

SNDK's discounted valuation stands out as AI-driven NAND demand, enterprise SSD growth and multiyear supply deals reshape its growth story.

Before the memory chip maker surged over three thousand percent, its financials painted a picture of a business that was messy, unprofitable, and completely misunderstood.

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated

Seagate Technology Holdings has delivered a very large 3 year gain, yet its current checks show a Discounted Cash Flow (DCF) intrinsic value that sits below the market price while the usual market multiples point to something closer to fair. This leaves investors weighing how much of the story is already reflected in the stock. Over the past 3 years, Seagate has returned about 13.5x, which puts even modest shifts in expectations under a brighter spotlight for valuation. Expectations around...

Chip Stocks Soar as Memory Makers Ignite Broad Semiconductor Rally

Sandisk has surged past Seagate in quarterly revenue, while Seagate has maintained steady, predictable growth — a tale of acceleration versus stability.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of the summer, and the next data point could flip the entire trade.

Seagate (STX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The AI trade is mounting a comeback as investors shrug off fears about a slew of cheap Chinese large-language models.

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

Major stock indexes closed higher Tuesday following three consecutive sessions of losses, as tech stocks powered gains. Meanwhile, WTI oil prices rose to their highest level in more than five weeks.

Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday’s recovery from last week’s broad selloff in the sector.

The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.

Johnson & Johnson, Lam Research and Seagate lead today's analyst picks as strong results, AI demand and growth outlooks drive the latest research.

A chip-stock rebound lost steam Monday as artificial-intelligence anxieties and Mideast tensions weighed on markets. Major U.S. stock indexes edged lower, with the Dow industrials leading losses. The Dow dropped 0.6%, or 307 points, while the S&P 500 fell 0.2%.

U.S. stocks were slightly lower in cautious trading, as chip shares bounced back from last week’s bruising selloff and investors shrugged off a new Chinese AI model.

Johnson & Johnson beat Q2 estimates as growth in key drugs, MedTech and its pipeline helps offset Stelara headwinds. Read what's driving outlook.

I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts. That performance is after Sandisk, Dell, and Micron. ...

NTAP is riding the rising public cloud and AI demand, with strong cloud revenue growth and high margins supporting its fiscal 2027 outlook.

STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.

Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.

The Morning Bull - US Market Morning Update Monday, Jul, 20 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down around 1%, as investors weigh falling bond yields against a cooling housing backdrop. The US 10 year Treasury yield has slipped to about 4.5% after softer inflation readings. In plain terms, this means borrowing costs in financial markets are easing a little even as the debate over the Federal Reserve's next move continues. At the same time,...

SanDisk and Seagate both posted stunning quarters fueled by AI demand, but they are chasing completely different versions of the storage boom. Which approach holds up when the cycle turns?

BNP Paribas has identified Seagate Technology Holdings (NasdaqGS:STX) as a top AI supply chain pick. The bank highlighted Seagate alongside Arista Networks and Astera Labs. The call is tied to expected storage demand related to AI projects through 2027. Seagate Technology sits at the heart of data storage, supplying hard drives and related solutions that support cloud, enterprise, and consumer workloads. As AI projects expand, they tend to require large volumes of data to be stored,...