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Applied Materials is highlighted for AI-driven momentum as record results, expanding margins and stronger customer visibility support its growth outlook.
(Bloomberg) -- Situational Awareness tried selling some of its stakes in privately held companies as it rushed to raise cash to meet a barrage of margin calls from its lenders this week. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Biggest in S
IREN Ltd. (NASDAQ:IREN) soared by 30.54 percent on Thursday to close at $38.26 apiece, as investors resorted to bargain-hunting following six consecutive days of losses, supported by Citadel’s backing that helped avert a potential fire sale on its stock, alongside a technology giant’s major announcement. This followed the disposition of Situational Awareness’ huge chunk of […]
Sandisk stock is a good learning lesson for investors on finding winners in a volatile market. Growth investor Steve Swetz explains.
Sandisk is up over 400% this year, but is in a steep downtrend along with other AI plays. The memory giant's earnings are on tap.
Traders bid the memory names back up this week, even as YMTC’s NAND share climbed toward the fourth-largest spot globally.
Individual investors are taking some of their chips off the table. Retail traders have piled out of hardware stocks and other artificial-intelligence shares in recent days, according to separate reports from JPMorgan and Vanda Research.
With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.
A sector-wide semiconductor sell-off has hit NasdaqGS:SNDK as investors react to intensified competition from Chinese memory manufacturers. China is accelerating its push into the global memory market, backed by state support and major IPOs such as ChangXin Memory Technologies (CXMT). Market rotation away from AI-related chip stocks has added pressure to Sandisk and peers, even as high-bandwidth memory remains concentrated with established suppliers. Sandisk sits at the core of the...
While violent margin washouts are painful, the capitulation is necessary for a sustained bull market to thrive.
Memory chip stocks were joining in on today's tech-led rebound rally. The Roundhill Memory ETF rose 13%, adding to the PHLX Semiconductor Index's 8.3% rise and the tech sector's 4.8% rise. Sandisk was the top gainer in the S&P 500, up nearly 24%.
The AI boom is transforming the memory industry into one of the fastest-growing segments of the semiconductor sector. Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% […]
Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.
AI predictions hurt Sandisk this week -- but all of a sudden, a new theory has investors excited again.
SanDisk has shed half its value in a single month after an extraordinary run, leaving investors torn between a compelling entry point and a potential falling knife. Here is what the fundamentals, analyst targets, and structural NAND dynamics actually say about what comes next.
Micron just delivered record-breaking earnings, locked in multi-billion-dollar AI contracts, and posted monster year-over-year growth, yet the stock cratered nearly 28% in a month. Wall Street's top analysts say the selloff created an opportunity that rarely shows up in semiconductor stocks this strong.
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, together […]
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