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A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.
Memory stocks have already handed early believers life-changing gains, but a structural supply shortage that analysts say widens through 2028 suggests the rally may have a second act worth understanding before the window closes.
Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The question is whether the underlying earnings can actually justify it.
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]
Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday’s episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated: Some of you have complained […]
Sandisk stock has pulled back substantially of late, but a major turnaround could be in the cards.
Stock Market Today: The Dow Jones index dropped Wednesday as oil prices jumped. SMCI stock surged, with Alphabet and Tesla earnings due.
SNDK's discounted valuation stands out as AI-driven NAND demand, enterprise SSD growth and multiyear supply deals reshape its growth story.
AI stock volatility has created discounts from 52-week highs. SNDK, WDC and CIEN stand out with strong growth drivers and upside potential.
Wall Street stocks looked set for a weaker open on Wednesday as investors lock in profits in technology stocks ahead of crucial earnings from Google owner Alphabet and Tesla, while escalating tensions in the Middle East push oil prices to six-week highs. Dow Jones futures were down 0.2%,...
Analysts are tripping over themselves to raise price targets on SanDisk, a stock that has surged over 3,700% in a year, yet retail investors have gone almost completely silent. Something about this disconnect does not add up.
Apple reports earnings on July 30, and CEO Tim Cook could make an announcement that sends shares of Micron and Sandisk plunging.
A rotation into Big Tech, coupled with fears that low-cost Chinese AI models could diminish demand for cloud services and, by extension, chips, has pressured the semiconductor sector this month.
The memory sell-off ran into a forecast it couldn't argue with.
Sandisk went public in February 2025, and just over a year later, the flash memory storage maker’s board of directors approved a plan to buy back shares. The repurchase comes as the company’s shares reached record highs well above its IPO price. Here's what current and prospective Sandisk investors ...
Sandisk stock is up some 470% year to date.
Sandisk stock is up 3,810% since it was spun off last year.
Sandisk has surged past Seagate in quarterly revenue, while Seagate has maintained steady, predictable growth — a tale of acceleration versus stability.
TSMC's latest news is great news for Sandisk.
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