News

TSMC's latest news is great news for Sandisk.

SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of the summer, and the next data point could flip the entire trade.

These memory and storage stocks have given back some gains recently and could now be more attractively priced options for growth investors to consider.

Stock Market Today: The Dow Jones index rose Tuesday as GM stock jumped on earnings. Marvell, Micron and Sandisk rallied.

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Memory chip shortages continue to be a problem for most companies.

The AI trade is mounting a comeback as investors shrug off fears about a slew of cheap Chinese large-language models.

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

Anyone can become a millionaire. But it takes an understanding of the S&P 500. An investment of just $170,660 in January in Sandisk would be worth a million today, says data from S&P Global Market Intelligence and MarketSurge.

September S&P 500 E-Mini futures (ESU26) are up +0.57%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.39% this morning, pointing to a higher open on Wall Street as a rebound in chipmakers gained momentum.

Technology stocks were surging early Tuesday but the beaten-down software sector was only enduring more pain as the artificial-intelligence trade sparked back into life. Chip stocks, including Intel, Micron and Marvell were among the biggest risers ahead of the open, along with memory storage names Sandisk and Western Digital.

Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday’s recovery from last week’s broad selloff in the sector.

Sandisk (SNDK) is back in focus after a recent sector wide selloff in chip stocks. Memory names tied to artificial intelligence infrastructure, including Sandisk, swung sharply lower before staging a rebound. See our latest analysis for Sandisk. After surging to very large 1 year total shareholder returns and a 405.36% year to date share price return, Sandisk has recently given back ground, with the 7 day share price return down 16.91% and the 30 day share price return down 36.33%. Even...

The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.

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

The rebound follows weeks of heavy selling in high-flying memory stocks and the broader semiconductor sector.

Micron and Sandisk have tumbled since the calendar flipped to July.

(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck

Dow Jones Futures: Trump sparked losses Monday after he said Iran "will pay" for killing American soldiers. SpaceX and Tesla sold off.

Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.

U.S. stocks were slightly lower in cautious trading, as chip shares bounced back from last week’s bruising selloff and investors shrugged off a new Chinese AI model.

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

Sandisk stock is still cyclical, but the end of this cycle looks a long way off.

I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts. That performance is after Sandisk, Dell, and Micron. ...

The memory maker's earnings have exploded alongside its stock. The next act is a much harder call.

Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just a brief pause before the next leg down.

Memory stocks rebounded on Monday after sliding last week amid concerns about the durability of AI spending and efforts by tech giants to control their memory costs.

Tech stocks face rare market divergence and sharp volatility as Micron and other AI names slide, while one fund manager sees improving risk-reward.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.