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Apple’s Latest Reveal Proves That Micron Has “More Room To Run”
24/7 Wall St.48d agoneutral
Apple’s Latest Reveal Proves That Micron Has “More Room To Run”

Gene Munster, Managing Partner of Deepwater Asset Management, used a CNBC segment on June 18, 2026 to tie together two critical semiconductor stories: Apple‘s willingness to raise iPhone prices and the parabolic move in memory chip stocks. His thesis: when the most operationally disciplined hardware company in the world signals it cannot absorb the full ... Apple’s Latest Reveal Proves That Micron Has “More Room To Run”

Western Digital (WDC) Is Up 45.3% After AI Storage Momentum and Rising Memory Prices - Has The Bull Case Changed?
Simply Wall St.48d agoneutral
Western Digital (WDC) Is Up 45.3% After AI Storage Momentum and Rising Memory Prices - Has The Bull Case Changed?

In recent days, Western Digital has been at the center of a wave of positive research updates, product showcases for AI data centers, and stronger earnings, all tied to surging demand for high-capacity storage and memory. This momentum has been reinforced by easing geopolitical risks, industry-wide optimism on AI infrastructure, and confirmation from major customers like Apple that memory price increases are becoming unavoidable. Together, these developments highlight how Western Digital has...

SanDisk Jumps 11%, Western Digital Rises 7% After Apple Flags “Unavoidable” Memory Price Hikes
24/7 Wall St.48d agobullish
SanDisk Jumps 11%, Western Digital Rises 7% After Apple Flags “Unavoidable” Memory Price Hikes

SanDisk (NASDAQ:SNDK) stock is surging in Thursday trading, up 11% to $2,170. Western Digital (NASDAQ:WDC) stock is also flying, up 7% to roughly $764. The catalyst landed before the open and hit memory and storage names broadly. The trigger came from Apple (NASDAQ:AAPL) CEO Tim Cook, who told the Wall Street Journal that surging memory ... SanDisk Jumps 11%, Western Digital Rises 7% After Apple Flags “Unavoidable” Memory Price Hikes

Stocks Rally Before the Open on U.S.-Iran Peace Deal
Barchart48d agobullish
Stocks Rally Before the Open on U.S.-Iran Peace Deal

June S&P 500 E-Mini futures (ESM26) are up +0.98%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.64% this morning, pointing to a sharply higher open on Wall Street as sentiment got a boost after U.S. President Donald Trump signed a preliminary agreement to end the Iran war.

Stocks to Watch: Intel, Apple, Smith & Wesson
The Wall Street Journal48d agoneutral
Stocks to Watch: Intel, Apple, Smith & Wesson

↗️ Intel (INTC): Shares in the tech giant surged premarket after President Trump said Apple agreed to work with it to design and build chips in the U.S. ↗️ Apple (AAPL): The iPhone maker plans to raise prices on its products to offset surging memory and storage-chip costs, CEO Tim Cook told the Journal.

Morgan Stanley Raises Price Target on Western Digital (WDC). Here is Why
Insider Monkey49d agoneutral
Morgan Stanley Raises Price Target on Western Digital (WDC). Here is Why

With a net profit margin of 55.03%, Western Digital Corporation (NASDAQ:WDC) is included among the 12 Most Profitable American Stocks to Buy in 2026. Western Digital Corporation (NASDAQ:WDC) develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology. On June 15, Morgan Stanley analyst Erik Woodring raised the firm’s price […]

Why Is Western Digital (WDC) Stock Rocketing Higher Today
StockStory49d agoneutral
Why Is Western Digital (WDC) Stock Rocketing Higher Today

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 7.7% in the afternoon session after it continued a rally sparked by a wave of analyst price target increases amid soaring demand for its storage products used in AI data centers.

Sandisk (SNDK) Stock Faces A June 22 Share Swap And AI Memory Test
Simply Wall St.49d agoneutral
Sandisk (SNDK) Stock Faces A June 22 Share Swap And AI Memory Test

Western Digital plans to complete a SanDisk share swap on June 22, further separating the two businesses. The transaction is set to leave Sandisk, ticker NasdaqGS:SNDK, operating as a pure-play NAND and SSD company. Sandisk is in an AI-driven memory upcycle, supported by strong AI-related demand, tight supply and multi-year contract wins. For investors tracking Sandisk, NasdaqGS:SNDK, the timing of this share swap matters. The stock has moved sharply, with the share price at $1,991.55 and...