Actualités

The pullback in SNDK stock reflects growing fears that China’s memory industry could eventually end the shortage that fueled Sandisk's historic rally.

Memory chip stocks are bleeding out and panic is spreading fast, but a counterintuitive case is forming for why the carnage might actually be creating the most compelling setup AI investors have seen all year.

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. MU, STX, WDC, SNDK and VRT could benefit as valuations remain attractive.

Tesla stock gained 3.5% on Thursday after earnings from tech giants Amazon and Microsoft gave investors hope the AI trade wasn't over.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

The Morning Bull - US Market Morning Update Friday, Jul, 31 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.5%. The focus is on the June US PCE price index, which is expected to dip 0.1% month on month, while the core reading is seen up 0.2%. That combination suggests the cost of living may be easing slowly but still sits above the Federal Reserve's 2% goal. At the same time, second quarter US GDP is...

Applied Materials is highlighted for AI-driven momentum as record results, expanding margins and stronger customer visibility support its growth outlook.

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

Meta Platforms sits at the center of an AI trade reset as leverage fueled a sharp rally, then a steep unwind driven by margin washouts and forced selling.

(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S

IREN Ltd. (NASDAQ:IREN) soared by 30.54 percent on Thursday to close at $38.26 apiece, as investors resorted to bargain-hunting following six consecutive days of losses, supported by Citadel’s backing that helped avert a potential fire sale on its stock, alongside a technology giant’s major announcement. This followed the disposition of Situational Awareness’ huge chunk of […]

Most memory chipmakers extended Thursday’s gain after-hours as tech bigwigs flag continued rise in memory prices.

Massive single-day market cap gains prove once again that a few heavyweights can carry the entire market on their back.

Sandisk stock is a good learning lesson for investors on finding winners in a volatile market. Growth investor Steve Swetz explains.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

Applied Materials, Sandisk and Eaton headline today's top stock reports, highlighting AI demand, electrification trends and key risks shaping each outlook.

(Updates with market moves at the end of the day.) The Nasdaq Composite surged Thursday, reboundi

US equity indexes ended higher Thursday after Microsoft (MSFT) posted AI-backed gains and semiconduc

Sandisk is up over 400% this year, but is in a steep downtrend along with other AI plays. The memory giant's earnings are on tap.

Traders bid the memory names back up this week, even as YMTC’s NAND share climbed toward the fourth-largest spot globally.

Individual investors are taking some of their chips off the table. Retail traders have piled out of hardware stocks and other artificial-intelligence shares in recent days, according to separate reports from JPMorgan and Vanda Research.

Chip stocks have seen a strong run-up in today's tech-led rebound rally. The Philadelphia Semiconductor Index is up 7.5%, with names such as Sandisk, Micron, and AMD among the S&P 500's best performers.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

A sector-wide semiconductor sell-off has hit NasdaqGS:SNDK as investors react to intensified competition from Chinese memory manufacturers. China is accelerating its push into the global memory market, backed by state support and major IPOs such as ChangXin Memory Technologies (CXMT). Market rotation away from AI-related chip stocks has added pressure to Sandisk and peers, even as high-bandwidth memory remains concentrated with established suppliers. Sandisk sits at the core of the...

While violent margin washouts are painful, the capitulation is necessary for a sustained bull market to thrive.

Sandisk stock is the top gainer in the S&P 500 on Thursday and is set to snap a four-day losing streak.

Memory chip stocks were joining in on today's tech-led rebound rally. The Roundhill Memory ETF rose 13%, adding to the PHLX Semiconductor Index's 8.3% rise and the tech sector's 4.8% rise. Sandisk was the top gainer in the S&P 500, up nearly 24%.

The AI boom is transforming the memory industry into one of the fastest-growing segments of the semiconductor sector. Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% […]