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Sandisk is up by about 500% so far this year.

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.

Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.

Wall Street is looking to earnings season for evidence that the AI trade is tact.

US benchmark equity indexes were lower intraday amid a sell-off in certain chip-related stocks as in

July 16 (Reuters) - U.S. stock index futures were subdued on Thursday as investors paused after a two-day rally, while chip stocks remained under pressure ahead of fresh economic reports and another

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

SK Hynix stock lost its entire Nasdaq debut gain in Seoul; Wall Street braces for bank earnings and CPI data on Tuesday

Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

SanDisk (NASDAQ:SNDK) could see upside in its upcoming fiscal fourth-quarter 2026 report, according to Wedbush Securities, which raised its price target on the stock to $2,000 from $1,200. The semiconductor firm's management had guided fiscal fourth-quarter sales to a range of $7.75 billion...

S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings growth estimates for the quarter," Yardeni wrote in Monday note.

Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

Samsung results spark declines across semiconductor sectorMicron Technology (NASDAQ:MU) shares fell 4. 9% in premarket trading on Tuesday, extending a broader decline across the memory semiconductor industry after Samsung Electronics’ latest earnings update prompted selling throughout the sector.

Samsung’s stock slid in Korea even as the company posted stellar Q2 preliminary results; retail traders believe strong performance was already priced into the shares.

Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.

Some S&P 500 companies' second-quarter earnings grew so fast — even analysts are having trouble keeping up.

Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.

Micron's earnings confirm Sandisk's tailwinds will get even stronger.

Shares stumbled Friday after gaining 22% on Micron earnings. Still, the stock could close lower on the week.

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.

The chipmaker's fiscal third-quarter results topped expectations across the board, lifting chip stocks worldwide

Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

Nasdaq 100 futures rose 0.5% in premarket trade after a two-day semiconductor selloff, with oil also hitting its lowest level since the start of the Iran war

Micron’s results, due after market hours, would shape the view on the red-hot memory rally.

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke