News

Beyond the initial AI-fueled surge, it is how management leveraged that momentum that has Wall Street taking notice.

Super Micro (SMCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

Shares of Micron Technology (NASDAQ:MU) are down by about 7% to $1,004 in mid-morning trading on Thursday, June 4, after Broadcom (NASDAQ:AVGO) delivered an AI chip outlook that markets viewed as underwhelming. Broadcom shares are down 14% to $411 and change. The drop comes despite no Micron-specific news. It’s evidently a sympathy move tied to ... Micron Drops 7% as Broadcom’s Disappointing AI Outlook Triggers a Semiconductor Selloff

HON will own a large stake in Quantinuum following the IPO.

Western Digital Corp. (NASDAQ:WDC) is one of the 10 Stocks With Remarkable Resilience. Western Digital saw its share prices climb to a fresh all-time high on Wednesday, as investors took heart from Citigroup’s 37 percent price target upgrade for its stock, while positioning portfolios ahead of tomorrow’s participation at the Computex 2026 conference. In intra-day […]

Sandisk (NasdaqGS:SNDK) has completed its spin off from Western Digital and is now operating as an independent company focused on AI storage. The company has reported revenue that exceeded expectations following the spin off. Sandisk has entered into multi year AI memory supply agreements worth US$42b. The company is adopting new business models that aim to reduce the cyclicality of its memory operations. These changes come during an industry wide memory shortage and position Sandisk as a...

In late May and early June 2026, Western Digital highlighted new AI-centric storage technologies at Computex, introduced Ultrastar UltraSMR hard drives with post-quantum cryptography, and added AI and cloud veteran Manuvir Das to its board. By pairing high-bandwidth HDD innovations with quantum‑resistant security and AI governance expertise, the company is positioning its storage platforms as core infrastructure for large‑scale AI data systems. We’ll now examine how Western Digital’s push...

Western Digital’s model fair value estimate has shifted from $507.61 to $518.26, signaling a recalibration of what analysts view as a reasonable anchor for the stock. Recent research leans on AI related storage demand, tight supply conditions, and expectations for firm pricing in both hard disk drives and memory as key reasons behind richer valuation markers. As you read on, you will see how this evolving narrative could shape how you track Western Digital from here. Analyst Price Targets...

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

Western Digital stock rises. The company took action Tuesday to clean up its balance sheet, making more AI moves potentially possible.

Western Digital (WDC) demonstrates exceptional momentum, hitting all-time highs and delivering a 1,000% gain over the past year. WDC maintains a 100% “Buy” technical opinion from Barchart. Revenue and earnings are projected to grow by over 35% and 100%, respectively, this year. With 8.64% short interest and Morningstar citing 35%...

Penguin Solutions' Integrated Memory segment posts 63% revenue growth as AI inference demand boosts memory needs and drives adoption of MemoryAI solutions.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

With the stock near all-time highs, the biggest opportunity may not be the AI boom itself, but how the company is rewriting its customer contracts to tame the cycle.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...

Forget chasing the Mag 7. Pacer ETFs’ Sean O'Hara and Catalyst Funds’ David Miller join host Trader Talk host Kenny Polcari to break down the massive trillion-dollar boom that could come from AI infrastructure investments.

Western Digital, Sandisk and Netlist have been highlighted in this Industry Outlook article.

A Storage Devices Stock with Estimates on an Upward Trajectory and a Computer Stock with Blockbuster Earnings Results.

Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and NLST.

Sandisk has outperformed the S&P 500 Index over the past year, and analysts remain highly bullish about the stock’s growth potential.

There are moments in investing where you look at what is happening in the world around you, and a simple company just clicks into place as the obvious beneficiary. For me, in 2026, that company is Sandisk Corporation (NASDAQ:SNDK), and the thesis comes down to something I genuinely believe: the AI data center buildout is ... Why Sandisk Corporation Is My Favorite Stock Idea Right Now

Over the last 7 days, the United States market has risen 1.6%, and in the past year, it has climbed 28%, with earnings anticipated to grow by 17% per annum over the next few years. In such a dynamic environment, identifying high growth tech stocks that align with these positive trends can be crucial for investors looking to capitalize on potential opportunities in this sector.

DRAM is a popular ETF for the massive growth and demand surrounding AI memory chips, but two stocks in particular help it to stand out.

It might have made some millionaires over the past year, but can it mint some more?

Western Digital (NasdaqGS:WDC) has launched Ultrastar UltraSMR hard disk drives with integrated post-quantum cryptography security. The company describes these drives as an industry first in bringing quantum resistant security to production HDD hardware. Western Digital has also appointed Manuvir Das, an experienced AI and cloud infrastructure executive, to its board of directors. For investors watching data infrastructure, Western Digital sits at the intersection of AI workloads and large...

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Memory and storage stocks are catching another strong bid at midday Monday as the AI memory supercycle extends one of the most extraordinary runs in semiconductors. Micron Technology (NASDAQ:MU) stock is up 7% to around $1,041, Western Digital (NASDAQ:WDC) stock is gaining 4% to $554, and SanDisk (NASDAQ:SNDK) stock is adding 4% to around $1,758 ... Micron Rises 7%, Western Digital Climbs and SanDisk Climb 4% as Memory Stocks Extend Parabolic Run

Micron Technology, Inc. (NASDAQ:MU) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer discussed the “bubble” concerns around the stock and its peers, as he said: I think it’s an insult to group this market’s winners […]

When a stock goes vertical, climbing 167% in three months and a staggering 669% in six, it is easy to assume the move is driven by pure momentum. But if you look closely at SanDisk (NASDAQ: SNDK) as it hovers near $1,700, the reality is far more calculated than a typical trend. While institutional allocators have spent weeks confirming management's latest guidance raise, buying at these levels requires balancing that fundamental execution against two looming structural traps. The strategic wager