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MU's long-term customer deals lock in volumes and pricing, improving demand visibility and softening earnings swings through future memory cycles.

Super Micro (SMCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Micron's soaring earnings and rising margins could help push other memory companies higher.

Sandisk Corporation (SNDK) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Broadcom's fiscal Q3 earnings and revenues beat estimates as AI chip demand surges, with AI semiconductor sales up 221% and a higher fiscal 2026 outlook.

Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.

A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.

The S&P 500 Index ($SPX ) (SPY ) closed up by +0.72% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +1.43%. E-mini S&P futures (ESU26 ) rose +0.68%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.

Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about Nvidia's (NVDA) performance ahead of its earnings report and the surging cost concerns surrounding AI infrastructure.

Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.

Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.

Dow Jones Futures: Comments from President Trump and Treasury Secretary Bessent sparked tech losses Monday. Nvidia stock sold off.

Sandisk’s updated fair value estimate has moved from US$1,772.91 to US$2,126.17 in the latest model, which is roughly a 20% uplift in the price target. This reset lines up with the recent surge in analyst attention after investor day and earnings, as firms weigh Sandisk’s long term growth framework against what is already reflected in the stock. Read on to see how to interpret these shifts and how to follow the evolving narrative around Sandisk from here. Analyst Price Targets don't always...

Sandisk, Micron, Credo and many other chip and AI stocks dived a day after bullish moves. The major indexes are wiping out recent gains.

On Aug. 17, 2026, bond yields climbed while major indices drifted near record levels ahead of pivotal retail earnings reports.

Sandisk's (SNDK) long-term targets suggest Wedbush Securities' fiscal 2028 estimates understate the

SanDisk, Pagaya, NeoVolta and Aeromexico offer 35%+ upside potential after strong Q2 results, with growth catalysts across key industries.

Sandisk Corporation (SNDK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.

Sandisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are two of the strongest-performing stocks in today’s AI era. The two companies’ shares are up 455% and 159% year-to-date, respectively. Both of the firms’ shares have responded to the aggressive demand for their storage products stemming from the multi-billion-dollar artificial intelligence infrastructure buildout. However, Western Digital Corporation (NASDAQ:WDC)’s […]

CSCO's fiscal Q4 earnings and revenues rise y/y as networking demand surges, fueled by AI infrastructure, data center switching and campus growth.

Datacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.

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

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]

SNDK highlights multiyear customer deals, rising AI storage demand and disciplined supply growth as fiscal 2027 begins with greater visibility.

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757.