Actualités

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.

Argus argued that the recent correction created a more attractive entry valuation during a powerful memory-industry growth cycle.

While Sandisk is growing rapidly, investors anticipate softer NAND pricing ahead. This has weighed on SNDK stock.

Sandisk stock has been a huge winner over the past year, but more recently has seen its share sink.

AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.

Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning

Sandisk reported strong fiscal fourth-quarter revenue of $8.97 billion, up 372% year-over-year, but shares fell after first-quarter guidance came in below analyst expectations.

SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.

Sandisk's revenue and profit exploded, but its enormous previous rally made even exceptional growth vulnerable to disappointment.

Shares of AI darlings Western Digital and Sandisk fell. Sandisk’s forward guidance was slightly below previous analyst estimates, while Western Digital’s outlook was in-line with expectations. Western Digital declined 13%, while Sandisk dropped 7%.

Sandisk and Western Digital both fell despite record quarterly results, a sign the AI trade may be stalling. With gold climbing and bitcoin holding above $64,000, is this a sign that traders are seeing capital rotating back toward crypto? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

One cautious outlook may obscure a powerful earnings cycle

Sandisk said pricing generated most of its recent revenue growth.

The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 an

SanDisk plunged after soft revenue guidance, but strong AI memory demand remains intact. These ETFs offer a diversified way to buy the dip.

AI darlings Western Digital and Sandisk reported blockbuster results yesterday that showed that demand for data storage is alive and well. So why are earnings down in early trading? Sandisk's first-quarter guidance came in ever so slightly below analyst expectations.

Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.

SanDisk Drops After Forecast Misses Expectations Despite Strong Quarterly Results

The backdrop remains strong for memory chips and Sandisk, this AlphaSpace stat shows.

SanDisk reported fiscal fourth-quarter revenue of $8.97 billion, but its first-quarter outlook missed Wall Street expectations

SpaceX's post-IPO lockup expiration and weak results from Sandisk and AppLovin are weighing on tech stocks Thursday

Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.

Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.

Investors absorbed a wall of earnings reports, prospects of an imminent Strait of Hormuz deal, and fresh labor market data.

Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

Sandisk reported earnings on Wednesday.

Investors were once again trying to make sense of comments from Elon Musk on Wednesday, after the SpaceX CEO said his rocket and AI company would exclusively use Nvidia chips from now on. AMD was the S&P 500's worst performer ahead of the opening bell, slumping 8.7% as Musk's announcement overshadowed a second-quarter earnings beat. Nvidia's own shares climbed 2%.

Sandisk and Kioxia unveiled a 332-layer QLC 3D flash tech offering up to 60% greater bit density than their eighth-gen design.