News

QMCO's enterprise demand and growing backlog are fueling momentum, but supply constraints could limit its ability to convert orders into revenue.

Stock futures pointed to a higher open Tuesday, a day after the Nasdaq Composite and S&P 500 began the week with losses, as oil prices retreated and bitcoin topped $80,000 for the first time in more than three months.

A 46% drawdown and a 150% yearly gain are both true. The number that decides the stock's case is a third one.

Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.

A powerful run in this AI-critical stock has paused, forcing investors to decide if its world-class business engine has more fuel than the market has priced in.

(Updates with market moves at the end of the day, and other changes, if any.) The Nasdaq Composit

A number of stocks fell in the afternoon session after investors trimmed chip exposure to reduce portfolio risk ahead of Nvidia's highly anticipated earnings report.

US equity indexes were mixed Monday as crude oil prices dropped ahead of US economic sanctions on Ir

In recent weeks, Western Digital has faced pressure as investors moved away from high-flying semiconductor and memory names, even as demand for AI-driven and cloud storage continued to support its underlying business trends. Meanwhile, its former flash business SanDisk, now independent, has been a major AI storage beneficiary, highlighting how market rotation and differing business models can drive contrasting investor reactions across closely linked memory companies. Now, we’ll examine how...

(Updates with latest market prices and developments.) US benchmark equity indexes were mixed intr

The year's biggest winners are getting dumped, as the rest of the market holds up.

Sandisk's 25% monthly jump reflects surging Datacenter revenue, AI-driven demand and multi-year contracts that improve revenue visibility.

Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers can actually deliver.

Western Digital's Q4 beat, 44% revenue growth and margin gains set up fiscal 2027, with 40TB ramps and HAMR execution now in focus.

Western Digital enters fiscal 2027 with accelerating earnings and AI-driven storage demand, but premium valuation and execution risks raise the bar.

Western Digital's 11.6% pullback contrasts with surging earnings and margins, but premium valuation and cloud concentration keep execution risks elevated.

The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.

Stock futures pointed lower Monday after the S&P 500 and Nasdaq Composite snapped three-week winning streaks, with semiconductor stocks among the biggest decliners.

Cramer says Micron and three other memory chip stocks still have room to run.

Wall Street just handed Micron a near-unanimous buy rating while its forward earnings multiple sits in value-stock territory, and the reason why challenges everything investors thought they knew about the boom-bust memory cycle.

SanDisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are among the two hottest stocks on the market right now. The pair has benefited from the booming demand for memory storage devices used in AI data centers. Year-to-date, the two stocks are up by more than 400% and 100%. Over the past couple of months, Cramer […]

Sandisk is the top-performing stock in the Nasdaq-100 this year.

Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?

A semiconductor sell-off hit Micron hard, but investors shouldn't be too nervous.

Charles Schwab Head Trading & Derivatives Strategist Joe Mazzola joins Jared Blikre to break down how higher Treasury yields are impacting retail traders—and what it means for their portfolios and trading strategies.

Western Digital stock has delivered an exceptionally strong run over the past three years, yet the current valuation checks still lean toward the shares looking inexpensive on several measures. After such a sharp move higher, investors are weighing whether that apparent discount is still meaningful or already reflects the optimism in the story. Western Digital has returned about 14.6x over the past three years, which puts recent pullbacks in a much longer period of very strong gains. AI...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.38% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.09%. E-mini S&P futures (ESU26 ) are up +0.37%, and September E-mini...

Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion in locked-in contracts, but whether the stock still has room to run or has already priced in the boom is a question worth answering before the next move.

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.