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Western Digital enters fiscal 2027 with accelerating earnings and AI-driven storage demand, but premium valuation and execution risks raise the bar.

Western Digital's 11.6% pullback contrasts with surging earnings and margins, but premium valuation and cloud concentration keep execution risks elevated.

The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.

Tech stocks dragged on the S&P 500 and Nasdaq in early trading.

At least one analyst thinks the reaction is misplaced. KC Rajkumar of Lynx Equity Research published a note Monday morning calling the selloff in MU and SNDK "an overreaction," arguing that supply constraints and qualification gaps make the China memory threat to Apple far smaller than the headlines imply. Micron (NASDAQ: MU), as the dominant U.S. supplier of the high-density lpDDR5x DRAM that Apple requires for iPhones and Macs, is the most direct equity expression of any shift in Apple’s memor

Stock Market Today: The Dow Jones index drops Monday ahead the 'economic D-Day' on Iran. Alibaba shares tumbles on a share offering.

Stock futures are falling to start the week with tech names leading the way lower ahead of Nvidia’s key earnings report.

Stock futures pointed lower Monday after the S&P 500 and Nasdaq Composite snapped three-week winning streaks, with semiconductor stocks among the biggest decliners.

Markets are kicking off an action-packed week featuring Nvidia earnings and the Federal Reserve's Jackson Hole Symposium.

The memory boom isn't ending. It's slowing -- and the difference matters enormously for earnings estimates built on the steep part of the curve.

History says the market will eventually collapse, but this time does look different.

Cramer says Micron and three other memory chip stocks still have room to run.

SanDisk, Phillips 66, and MetLife added $27 billion in combined buyback capacity, with SanDisk's $14 billion authorization following a 500% share price surge in 2026.

Micron and Sandisk dominate the high-bandwidth memory, DRAM, and NAND flash markets.

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 Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are among the two hottest stocks on the market right now. The pair has benefited from the booming demand for memory storage devices used in AI data centers. Year-to-date, the two stocks are up by more than 400% and 100%. Over the past couple of months, Cramer […]

Sandisk is the top-performing stock in the Nasdaq-100 this year.

Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.

The fund manager recently booked gains in Sandisk stock and redeployed capital into Broadcom.

Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.

The AI hyperscalers are spending a ton of money on computing power.

A semiconductor sell-off hit Micron hard, but investors shouldn't be too nervous.

SanDisk, Micron Technology, and Bloom Energy accounted for about 66% of Situational Awareness’ portfolio.

We had a nice risk / reward ratio in our DRAM ETF trade. But we didn't hold out for top dollar before taking profits.

Charles Schwab Head Trading & Derivatives Strategist Joe Mazzola joins Jared Blikre to break down how higher Treasury yields are impacting retail traders—and what it means for their portfolios and trading strategies.

Local AI workloads are opening another storage growth lane

Ken Griffin’s Citadel has shed more than 80% of the aggregate risk it took on from Situational Awareness, executing nearly 100 block trades worth more than $4 billion in about three weeks.The July rescue removed the threat of a disorderly...

Hedge fund with large positions in Sandisk (NasdaqGS:SNDK) and Micron was forced into distressed liquidation after both stocks collapsed in July. Forced selling removed a major institutional holder from Sandisk, with reported losses of about US$35b and a sharp reduction in fund size. The event highlights concentration risk in volatile memory and AI infrastructure stocks and raises questions about fund risk controls. Investors are assessing how the liquidation may affect Sandisk’s shareholder...

SanDisk has turned into one of the most explosive trades in memory, but a well-funded Chinese rival is quietly building the capacity to flood the market and collapse the very supply shortage driving the rally.

SNDK expands into high-performance NAS with new SATA and NVMe SSDs, targeting private-cloud and local-storage demand while challenging Micron and Seagate.