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After a brutal 47% monthly collapse, SanDisk sits at a crossroads where one analyst sees a 200% recovery while bears argue the worst multiple contraction is still ahead.
SNDK's 32% three-day slide may be sentiment-driven as AI storage demand, $42B in contracts and a debt-free balance sheet support its outlook.
CXMT's blockbuster IPO rattles U.S. memory stocks, but its current market position suggests the broad selloff may overstate the near-term competitive threat.
Western Digital (WDC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SanDisk stock has crashed 47% in a month as an SK Hynix miss and a bearish chart pattern threaten to push SNDK below key support.
The memory storage company has been the poster child of the AI momentum trade, and the recent selloff.
LTH hits new highs after eight straight earnings beats and rising estimates, while MSTR faces pressure from falling estimates, debt and Bitcoin sales.
The latest selloff extends a sharp decline in memory chip stocks that began late last month.
Chinese authorities have imposed new barriers on Western Digital’s Sandisk unit, adding fresh constraints on its China operations in 2026. These measures come as China ramps up state-backed initiatives and competitive efforts that weigh on foreign chipmakers’ supply chains and market access. The developments coincide with a wider chip sector selloff that has pushed the Nasdaq 100 into correction territory. Western Digital, traded as NasdaqGS:WDC, sits at the crossroads of flash storage,...
Seagate Technology stock jumped late Tuesday after the hard-disk drive maker reported quarterly results that beat expectations. A recent pullback for top performing AI stocks was weighing on Seagate's shares coming into the report. The results represent Seagate's fiscal fourth quarter.
Seagate Technology topped Wall Street’s earnings and revenue estimates and issued stronger-than-expected guidance as demand for AI-related data storage continued to surge.
The Dow left the Nasdaq in the dust again on Tuesday. The Nasdaq fell 0.2%. The Dow was led by a wave of strong earnings performances including Sherwin-Williams, but a majority of S&P 500 stocks were up all day.
Sandisk and Western Digital are outpacing NVIDIA as AI demand boosts memory and storage growth. See what's fueling their momentum.
Micron stock was among the sharpest fallers Tuesday after being spared the worst of the selling in the previous session. Micron stock was down 9% by midafternoon, while Sandisk Western Digital and Advanced Micro Devices were down around 15%, 8.2%, and 7.9%, respectively. The Nasdaq Composite was mostly flat despite the chaos.
Seagate Technology (STX) and Western Digital (WDC) supply high-capacity hard drives used by cloud providers to store the growing volumes of data produced by artificial intelligence workloads. The companies have become two of the market’s most closely watched AI infrastructure stocks as hyperscalers ...
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, […]
Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into a deeper spiral.
Wall Street is heading for another mixed session on Tuesday, with blue-chip gains offset by concerns about AI spending and Chinese competition weighing on some technology stocks. Dow Jones futures were up 317 points, or 0.6%, but the Nasdaq has been called 1% lower, with S&P 500 futures...
Samsung, SK Hynix, and Kioxia got destroyed overnight in Asia, and the shockwave hit US memory and storage stocks hard in premarket trading Tuesday. Three overlapping catalysts are forcing traders to rethink whether the AI memory trade was built on shakier ground than anyone admitted.
📈 Follow our live markets data and coverage. Two years ago, Starbucks investors were having a lousy day following another depressing set of quarterly results. News of Brian Niccol’s hiring as chief executive boosted the coffee chain’s market value by $20 billion, or more than 25%, overnight.
Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.
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