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The stock market fell Tuesday as yields hit new highs, but some AI leaders like Micron and Sandisk rebounded. Nvidia earnings loom.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...
Silicon Motion Technology has almost tripled year-to-date as more investors recognize the opportunity.
Shares of Micron Technology (NASDAQ:MU) are up 6% in midday trading on Tuesday, leading the memory complex higher after a brutal week. SanDisk (NASDAQ:SNDK) is climbing 4%, while Western Digital (NASDAQ:WDC) is basically flat for the day. The bounce follows a sharp correction across the entire memory and storage group. Heading into today, MU stock ... Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?
Sandisk (NasdaqGS:SNDK) has recorded an annual stock gain that is well above 3,000%, lifting its market value above former parent Western Digital. The move comes alongside what the company describes as AI driven demand for NAND memory, record revenue and earnings, and multiyear, multibillion dollar supply agreements. Sandisk has adopted a capital light, debt free structure and announced a US$6b buyback that together aim to limit downside through future memory cycles. For you as an investor,...
Samsung recently entered the trillion-dollar club, and another Korean AI chip stock could as well sooner than later.
Seagate stock is tracking toward its worst week since early March as AI stocks pull back ahead of Nvidia's earnings.
Wedbush Securities Managing Director of Equity Research Matt Bryson joins Julie Hyman on Market Catalysts to discuss the sell-off in memory stocks after Seagate’s (STX) CEO warned the company may not be able to meet chip demand.
Few stories in the 2026 market rival the SanDisk (NASDAQ:SNDK) run. The stock has gone from a sleepy Western Digital spinoff to a pure-play AI memory supercycle bet, posting a 3,460.95% gain over the past year. With the stock now trading near $1,380.93, the question is whether the move has more runway or the easy ... Prediction: SanDisk’s Epic Run Has Limited Upside Ahead
ServiceNow, Palo Alto Networks, and other software providers are rebounding as the market shakes off AI disruption fears.
ServiceNow (NOW) shares are extending their gains in this trading week, jumping by nearly 5% on Tuesday morning in a new push by software stocks. Yahoo Finance Senior Reporter Ines Ferré takes a closer look at why investors may be rotating out of semiconductor stocks into software. AI semiconductor giant Nvidia (NVDA) is scheduled to report first quarter earnings this Wednesday, May 20.
Investing.com -- Citi Research has sharply increased its target price for Sandisk Corp, citing surging demand for NAND flash memory fueled by the rapid expansion of artificial intelligence infrastructure and data center spending.
Chip stocks are tanking as Treasury yields rise amid inflation.
SNDK's AI-driven storage growth, $42B in supply deals and soaring margins position it ahead of TTMI in the AI infrastructure race.
Western Digital is embedding post-quantum cryptography into Ultrastar drives as hyperscalers qualify quantum-ready storage security.
Citi reiterates a Buy rating on the flash memory supplier and boosts its price target to $2,025 from $1,300.
Home Depot rose 1.2% after the home-improvement retailer posted first-quarter earnings that beat analysts’ estimates and revenue rose 4.8% to $41.8 billion, with comparable sales up 0.6%. ServiceNow gained 4% and was set to build on its 9% jump in the previous session after Bank of America reinstated coverage of the software company with a Buy rating and a $130 price target. Agilysys jumped more than 15% after the hospitality software provider beat earnings and revenue estimates in its fiscal fourth quarter.
Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio profiting from the insatiable demand for AI hardware.
Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it’s 18%,” she said, adding that “that 18% is more than double what ... Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.
Sandisk went public a little over a year ago, and it's now worth more than the company it spun off from.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...
Sandisk ride in AI storage trade faces May 20 mini-tender deadline as investors stay focused on tight NAND and soaring data-center demand.
Western Digital sees a bright future for HDD.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...
NVIDIA, Micron and Sandisk are highlighted as AI stocks with strong earnings growth and relatively attractive valuations.
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