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The company's revenue exploded, but the physical volume it shipped barely budged, revealing a pricing power the market may still be underestimating.

After surging and sinking during the "green wave," Bloom Energy has rocketed higher as a hot AI data center play.

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

Sarat Sethi, managing partner at DCLA, went on CNBC on June 22, 2026 and said the quiet part loud about memory stocks. “Micron is [up] 800, 800% last year. So definitely a little bit ahead of itself. And then when you do get that pullback that could be the opportunity.” That is the whole trade ... Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry

Sandisk has further upside despite being one of the best stocks to own so far in 2026.

Our 24/7 Wall St. price target for SanDisk (NASDAQ:SNDK) is $1,755.72, which sits roughly 22.78% below where the stock trades today. After a 857.84% year-to-date run, the NAND maker has lapped almost every analyst on the Street, and our proprietary model now signals that risk and reward have inverted. Our recommendation is sell, with high ... SanDisk Has Run Hot, The Price Target Carries a Warning

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

The legacy memory chipmaker is becoming a high-growth AI stock.

The memory specialist has been the top-performing stock in the Nasdaq-100 so far this year.

Companies in The News Are: SPCX, KFY, SNDK, PG

The AI sector is full of rapidly growing businesses.

Stock Market Today: The Dow Jones index dropped Wednesday after Tuesday's tech sell-off. FedEx dived on earnings.

Stocks rose on Wednesday as tech stocks stabilized after a two-day sell-off and oil prices declined to their lowest level in months.

Nasdaq 100 futures rose 0.5% in premarket trade after a two-day semiconductor selloff, with oil also hitting its lowest level since the start of the Iran war

June 24 (Reuters) - S&P 500 and Nasdaq futures inched higher on Wednesday after two straight sessions of declines, as investors returned to technology shares following a sharp selloff that saw the

Micron’s results, due after market hours, would shape the view on the red-hot memory rally.

The Morning Bull - US Market Morning Update Wednesday, Jun, 24 2026 US stock futures are pointing lower this morning, with E-mini S&P 500 contracts down about 1.5% and Nasdaq-100 futures weaker by more than 2.7%, as investors juggle two big forces. First, the US 10 year Treasury yield sits near 4.5%, which means higher borrowing costs for households and businesses and keeps the focus on a possible Federal Reserve rate hike in September. Second, Europe’s latest purchasing manager indexes show...

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke

Sandisk (NasdaqGS:SNDK) and other major memory chip stocks saw a sharp sell-off after a year of strong gains tied to AI infrastructure demand. The correction followed a historic drop in South Korea's Kospi and concerns about how sustainable AI related spending on memory will be. The pullback is the first broad test of the AI memory trade since Sandisk's spinoff, raising fresh questions about institutional positioning and sector risk. The reversal comes after Sandisk emerged as a high...

REVIEW PREVIEW NEWSLETTER Chip off the Old Block. All eyes were on tech today as the sector declined 3.7% and investors sold off chip stocks. Even some of the bigger artificial intelligence companies took a hit.

Global stocks extended losses on Tuesday in a sell-off driven by chipmakers and other tech companies that have recently benefited from market enthusiasm for the prospects of artificial intelligence. The tech-heavy Nasdaq composite index was down 2.21 percent at the market’s close. Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post. Among the main drivers were Sandisk and Micron Technology, which specialize in memory and storage. Both wer

<body><p>STORY: A down day on Wall Street Tuesday saw the Dow edge lower, while the S&P 500 tumbled nearly one-and-a-half percent and the tech-heavy Nasdaq plummeted about 2.2%.</p><p>Jitters over debt-funded AI spending led to sharp losses in semiconductor and other Big Tech tech stocks.</p><p>:: Marvell Technology&nbsp;</p><p>Shares of Nvidia dropped more than 4%, Intel shed over 6% and shares of Marvell Technology tumbled more than 9%.</p><p>Memory chipmakers Micron Technology and SanDisk, among the best performers on the S&P 500 this year, both fell around 13%.</p><p>Micron's earnings report on Wednesday will draw intense scrutiny, says Nancy Tengler, CEO and chief investment officer at Laffer Tengler Investments.</p><p>"So I think this is a hugely important report, much like Nvidia has been in other periods. [FLASH] We're gonna be watching their guidance on HBM4, which is the Vera Rubin platform Nvidia relationship that they have - is that continuing to grow quickly? And then margins. The company pulled, reported 81% margins. I mean, imagine that - eighty-one percent. And the market is determined that they stay above eighty [percent]. So, those are the two things we'll be paying attention to."</p><p>Among other movers,&nbsp;Elon Musk's SpaceX, which debuted this month, continued its bumpy ride, briefly dipping below its opening price of $150 before paring losses to close about 1% higher.&nbsp;</p><p>Investors on Tuesday were also watching developments in the Middle East. The Senate backed legislation to halt U.S. military action against Iran, but ‌it was unclear how this would affect the war as Washington continues to negotiate a peace agreement with Tehran.</p></body>

Tuesday’s 13% slides from Sandisk and Micron trimmed their 2026 gains to 727% and 269%, respectively.

(Updates with index/price moves and analysts' comments from the first paragraph.) US equity index

(Updates with market moves at the end of the day.) The Nasdaq Composite fell the most in more tha

US equity indexes ended lower on Tuesday after steep declines in mega-cap semiconductor and other te

I have been watching the memory chip cycle long enough to know that when Morgan Stanley's Joseph Moore, a 5-star analyst ranked 139 out of 12,314 Wall Street analysts, says something is a "fundamental repricing," it is worth stopping to understand exactly what he means. The note Moore shared ...

(Updates with index/price moves, macroeconomic data, and analysts' comments from the first paragraph

(Updates with latest market prices and developments.) US benchmark equity indexes were mostly low

I have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...