
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 SMCI.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

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 SMCI.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
The investment will expand flash production in Japan.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Sandisk and Tokyo-based Kioxia anounce plans to invest more than $31 billion in Japan for memory infrastructure.

Stock Market Today: The Dow Jones index falls, but tech futures rally Thursday as Nvidia, Salesforce and CrowdStrike surge on earnings.

The companies aim to “deliver leading technology to support the growing demands of an AI and a data-driven world”.

Sandisk stock has delivered an extremely strong run over the past year, yet the valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market based multiples suggest the shares may still be inexpensive. For investors trying to make sense of a stock that has featured in forced hedge fund liquidations, tokenized equity products and sharp sector swings, the current price invites closer scrutiny. The share price has risen by...

The memory industry is driving solid growth in demand for ASML's machines.

The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.

Kioxia Holdings and Sandisk plan to invest more than $31 billion in Japan to strengthen their joint venture and drive the large-scale supply of flash memory chips in the age of artificial intelligence.

Sandisk has taken investors on quite the roller-coaster ride this year.

↗️ Nvidia (NVDA): Shares of the world’s most valuable company jumped 7% premarket after the chip maker said it expects 70% revenue growth in the company’s 2028 fiscal year. ↗️ Super Micro Computer (SMCI), Marvell Technology (MRVL), Sandisk (SNDK), Micron Technology (MU): Shares of other companies tied to AI are getting a premarket boost from Nvidia’s earnings.

Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.

Nvidia’s purchase commitments tied primarily to memory procurement more than doubled to $279 billion last quarter, underscoring the scramble to lock in supply.

Jim Cramer highlighted Sandisk Corporation (NASDAQ:SNDK) capital-return plans on the August 24 episode of Mad Money, as he said: I do not envy the executives trying to appease shareholders with giant returns of capital. Most companies have a preset pattern. The average company in the S&P 500 returns a great deal of the profits to […]

This strategy provides healthy gains without the guesswork.

Yahoo Finance Executive Editor Brian Sozzi talks with Yahoo Finance Markets and Data Editor Jared Blikre, Sevens Report Research Founder Tom Essaye, and Edward Jones Senior Global Investment Strategist Angelo Kourkafas about Nvidia's (NVDA) performance ahead of its earnings report and the surging cost concerns surrounding AI infrastructure.
China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.

Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.

There was a lot of news in the AI memory space this week. Eric Bleeker and Austin Smith are here to examine the latest with companies including Sandisk and SK Hynix.

Sandisk (NasdaqGS:SNDK) and Kioxia announced a 9th-generation 2Tb QLC 3D flash memory aimed at AI and data intensive cloud workloads. The new memory generation targets higher performance and efficiency for AI driven infrastructure and storage hungry applications. The co development highlights continued collaboration between Sandisk and Kioxia on advanced NAND flash technology. Consider widening your research to other companies building the storage and compute foundations that support AI...

Ondo lets traders use tokenized stocks as collateral for leveraged trades without selling their equity exposure first.

Western Digital stock has soared big time over the past year, and the good news is it could jump even higher amid the memory shortage.

Jim Cramer says Tim Cook told him directly that iPhone prices are heading up, and the only fix runs straight through a supplier U.S. trade policy is working hard to cut off.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.