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May 8 (Reuters) - U.S. stock index futures rose on Friday as a recovery in chipmakers helped offset worries about renewed U.S.-Iran tensions, while investors looked ahead to a crucial employment
Shares of Sandisk Corporation (SNDK) have been flying high as investors pile into semiconductor names and memory-related stocks. The stock has surged nearly 100% over the past month and closed at $1,409.98 on May 6, extending a massive rally that has pushed shares up nearly 500% year to date, ...
Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue. That compares to a wide range historically, from single digits to around 60 cents on the dollar. That seems unsustainably high for companies in the very expensive business of physically manufacturing chips, but AI demand is changing the game.
Profits have never been a sure thing in the volatile industry. Memory chip makers Micron Technology and Sandisk as well as hard-drive makers Seagate and Western Digital have all produced annual operating losses at least once in just the last three years. Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue.
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
Oil prices fell and tech stocks extended gains after Iran shared its latest proposal for negotiations. Brent crude futures fell about 2% on Friday to around $108 a barrel. Both indexes finished April with their largest monthly gains since 2020, as investors looked past the war in Iran and focused instead on strong earnings.
Find insight on Apple, Sandisk, Reddit and more in the latest Market Talks covering Technology, Media and Telecom.
The Nasdaq composite dominates the major indexes on Friday. Buffett stock Berkshire Hathaway reports earnings on Saturday.
Memory-chip maker Sandisk crushed analyst estimates for its fiscal third quarter, sending its stock to record heights on Friday.
