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Sandisk (SNDK) has just reshaped its balance sheet by signing a fresh amendment to its loan agreement that refinances its revolving credit facility and locks in up to US$1.5b in flexible borrowing capacity. Recent trading tells a story of cooling momentum. Sandisk’s share price has retreated over the past week and quarter, with the 7 day share price return down 11.9% and the 90 day share price return down 21.9%. This comes even though the 1 year total shareholder return is very large after a...
Western Digital is pitching AI storage at a major conference this week, but the market is voting with sell orders instead. Whether today's slide is a buying opportunity or a warning about stretched valuations depends on one critical gap between marketing and signed contracts.
Sandisk Stock Split Buzz Grows as Shares Top $1,500
SanDisk (SNDK) has fallen about 13% from its mid-August high, and the question is whether to buy. Its own record says buying a dip here has paid, though that record is one completed event. The catch: this fall is smaller than the ones the record measures. And SanDisk now sells much of its memory under multiyear contracts.
Sandisk rides on surging AI-driven Edge storage demand as device content rises, but Micron and Seagate pose formidable competitive threats.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...
NLST's surging revenue growth, Samsung alliance and lower valuation square off against Sandisk's booming AI-driven NAND demand.
Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.
Micron and Sandisk have been some of the biggest winners over the past year, and these AI stocks may be next.
FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.
September S&P 500 E-Mini futures (ESU26) are down -0.14%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.13% this morning, trimming most of their earlier losses as a retreat in oil prices from session highs eased pressure on Treasuries.
The company’s Tokyo-listed shares have surged almost 400% this year, giving it a market value of about $183 billion.
A split would matter to Sandisk's shot at one well-known index and to options traders -- and not at all to what the business is worth.
Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) fell 4.8% in the afternoon session after the company announced the redemption of all $109.5 million of its 3% convertible notes amid broader weakness across AI memory and storage stocks.
SanDisk (SNDK) shares have surged from below $80 to over $1,650 over the past twelve months—a more than twentyfold run—and while they have given back about 13% over the past three months, they remain roughly 30% below their $2,354 peak. The argument against them is about a ceiling on margins. The number that complicates it is the share count.
Data-center expansion is substantial, but pricing contributed more than volume to the latest sequential increase.
Tech stocks fell sharply on Monday after AI companies called for a slowdown in the development of the technology.
News about the broader AI landscape sent the chipmaker lower.
Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.
Seagate and Western Digital both posted blockbuster quarters with nearly identical revenue guidance, yet one is shipping next-generation HAMR drives into hyperscale contracts right now while the other bets its future on timing the market perfectly.
MU's manufacturing push targets rising AI memory demand, with new DRAM and HBM capacity planned as supply constraints support growth.
