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Seagate stock price falls after CEO's rattling warning
TheStreet85d agobearish
Seagate stock price falls after CEO's rattling warning

A throwaway line from a CEO rarely moves an entire sector in a single afternoon. Dave Mosley managed it on Monday. Speaking at the JPMorgan Global Technology, Media and Communications Conference, as reported by Benzinga, the Seagate Technology (STX) chief was asked a simple question: would the ...

SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens
24/7 Wall St.85d agobullish
SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens

Memory stocks are bouncing hard at midday on Thursday after a punishing week for the sector. SanDisk (NASDAQ:SNDK) shares are up 9%, Western Digital (NASDAQ:WDC) stock is higher by 5%, and Micron Technology (NASDAQ:MU) shares are advancing 3%. The rebound follows a brutal five sessions in which each of the three was down between 4% ... SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens

Jim Cramer on Seagate: “Too Pricey”
Insider Monkey85d agoneutral
Jim Cramer on Seagate: “Too Pricey”

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer commented on the company’s valuation, as he remarked: Seagate, again, too pricey, nearly 50 times next year’s earnings estimates. These are commodity companies. Seagate Technology Holdings plc (NASDAQ:STX) makes hard drives, solid-state […]

Jim Cramer on Sandisk: “Gotta Let It Come Down More”
Insider Monkey85d agoneutral
Jim Cramer on Sandisk: “Gotta Let It Come Down More”

Sandisk Corporation (NASDAQ:SNDK) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer highlighted the stock’s run over the last year, as he remarked: Sandisk, that stock’s up more than 3,000% over the past 12 months. Even up here, it only trades at just 20 times this […]

Jim Cramer on Western Digital: “That Seems Too Rich to Me”
Insider Monkey85d agoneutral
Jim Cramer on Western Digital: “That Seems Too Rich to Me”

Western Digital Corporation (NASDAQ:WDC) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer mentioned the stock during the episode and said: Western Digital’s down nearly 5%. It’s a memory stock that trades at 46 times earnings. That seems too rich to me. Western Digital Corporation (NASDAQ:WDC) […]

Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead
24/7 Wall St.86d agoneutral
Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

Stanley Druckenmiller’s Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings. For an investor whose track record predates most of today’s hedge fund managers, walking away from a ... Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% In

MU Stock: History Signals A Rebound After 13% Drop
Trefis86d agobearish
MU Stock: History Signals A Rebound After 13% Drop

Micron Technology (MU) stock has fallen by 13.1% in about a week, from $803.63 on 13th May, 2026, to $698.74 now, amid concerns around Micron’s aggressive capex expansion and some broader semiconductor profit taking.

Will Goldman Sachs, Markel, or SanDisk Be the Next Big Stock Split?
24/7 Wall St.86d agoneutral
Will Goldman Sachs, Markel, or SanDisk Be the Next Big Stock Split?

Wall Street has rediscovered the stock split. KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split in May 2026, alongside its fiscal Q3 earnings beat and paired with a roughly 21% dividend hike, with shares trading around the $1,800 range. Earlier this year, Booking Holdings (NASDAQ: BKNG) completed an announced 25-to-1 split, bringing its share ... Will Goldman Sachs, Markel, or SanDisk Be the Next Big Stock Split?

Citi revamps SanDisk stock price target for the rest of 2026
TheStreet87d agoneutral
Citi revamps SanDisk stock price target for the rest of 2026

SanDisk has risen 3,218% over the past 12 months. It is up roughly sixfold year-to-date alone. And a Citi analyst just raised the price target by 56% in a single note, making Citi the fifth firm to set a target at $2,000 or above. The reasoning behind this raise is more specific than typical ...