News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The memory maker's collapse-and-rebound summer has precedents. In every one of them, the following year came down to a single thing.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.
Sandisk (SNDK) is back in focus after unveiling a new 9th generation 2Tb QLC 3D flash memory with Kioxia, aimed at AI driven storage demand in cloud and data intensive workloads. See our latest analysis for Sandisk. The recent 8.88% one day share price return has added to a powerful run for Sandisk, with a 44.34% 7 day share price return and year to date gain of more than 5x, as investors react to its AI focused product roadmap, strong recent results and sizeable buyback plans. Over the past...
Micron (MU) and SanDisk (SNDK) have delivered the sort of gains investors typically wait years for. Micron traded around $1,012 on August 18, while SanDisk changed hands near $1,787. Seeking Alpha data show both stocks up 254% and 653%, respectively, in 2026. Interestingly, that rally has been so ...
Micron has surged over 250% this year on an AI memory boom, but our price target sits below where shares trade today while Wall Street analysts aim far higher. The gap between those two views reveals a fundamental disagreement about whether this cycle is different from every one that came before it.
A Wall Street Journal report on hidden tech commitments just triggered a brutal midday selloff in memory stocks, and the sheer size of the drops exposes exactly how crowded this trade had become.
The chip comeback just hit a wall — now the SOXX ETF is having its worst day since July.
Morgan Stanley Does sounds the alarm on semiconductor stocks -- or does it?
Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.
Companies in The News Are: SNDK, AAPL, HTHT, SPCX, LUNR
Jim Cramer just violated the one rule he has preached for his entire career, and his reasoning for buying a 591% winner has a structural argument behind it that is harder to dismiss than it sounds.
David Tepper’s Appaloosa Management disclosed brand-new stakes in American Airlines and Boeing in its Q2 2026 13F filing (positions as of June 30, 2026, disclosed roughly 45 days later). That filing pulls the billionaire who nailed the memory-chip cycle into aviation. The move deserves scrutiny because of what it signals about where he is hunting ... The Billionaire Famous for Betting Big on Micron Just Bought Airline Stocks
Analyst Vivek Arya expects Micron to generate $200–$250 in earnings per share by 2030, well above Wall Street consensus
Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.
Appaloosa's latest 13F reveals David Tepper quietly bet against two of the most beloved stocks in America, including one Warren Buffett refuses to sell. The reason hiding inside the filing changes everything about what this trade actually signals.
Sandisk and Palantir shareholders have had a strong August.
Sandisk just secured a contract figure so large it could fundamentally change how investors think about memory stocks, and the AI infrastructure boom is only part of the story.
Micron stock and other memory-chip companies were dropping on concerns about higher borrowing costs.
The Mad Money host argues Micron, SanDisk, Seagate, and Western Digital have broken their historical boom-and-bust pattern
Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.
