News
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A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.
Jane Street increased its AI stock stake by more than 500%, making it one of its biggest holdings.
Uh oh. Mizuho just started cutting estimates on Sandisk.
SanDisk has already delivered one of the most explosive stock runs in recent memory, yet a single structural shift in how it sells storage could mean the rally is nowhere near finished.
Tech stocks reversed Monday's losses, buoyed by falling oil prices and Treasury yields.
Stock futures pointed to a higher open Tuesday, a day after the Nasdaq Composite and S&P 500 began the week with losses, as oil prices retreated and bitcoin topped $80,000 for the first time in more than three months.
Sandisk, Celestica and BrightSpring have been highlighted in this Screen of The Week article.
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
On Aug. 24, 2026, semiconductor stocks plunged as investors rotated into blue chips, while safe-haven assets like gold climbed on geopolitical uncertainty.
Stocks tied to the artificial-intelligence trade dropped, extending their bumpy stretch ahead of Wednesday’s all-important earnings update from Nvidia. “From a markets perspective, they tend to get ignored.”
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
In recent weeks, Western Digital has faced pressure as investors moved away from high-flying semiconductor and memory names, even as demand for AI-driven and cloud storage continued to support its underlying business trends. Meanwhile, its former flash business SanDisk, now independent, has been a major AI storage beneficiary, highlighting how market rotation and differing business models can drive contrasting investor reactions across closely linked memory companies. Now, we’ll examine how...
Sandisk, Celestica and BrightSpring rank among profitable stocks, with strong net income ratios and earnings growth supporting upside.
The year's biggest winners are getting dumped, as the rest of the market holds up.
Sandisk's 25% monthly jump reflects surging Datacenter revenue, AI-driven demand and multi-year contracts that improve revenue visibility.
China is coming for American chip stocks' market share -- and investors are scared.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
China is coming for Sandisk's market share. It's time to start worrying.
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers can actually deliver.
Lumentum shares drop as AI-trade stocks come under pressure. The optical-networking company may be poised to announce a new deal ahead of schedule.
Western Digital's Q4 beat, 44% revenue growth and margin gains set up fiscal 2027, with 40TB ramps and HAMR execution now in focus.