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TEAM is set to report Q4 earnings on Aug. 6, with cloud, AI and enterprise demand in focus as investors watch whether growth can offset spending pressures.

During the July 21 episode of CNBC’s Mad Money, host Jim Cramer addressed viewer complaints about managing technology allocations as memory and storage stocks experience short-term price surges. Cramer defended his commitment to mega-cap tech leaders, noting that short-term performance gaps do not change the long-term dominance of primary platform owners. Acknowledging recent market movements, […]

MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.

Western Digital has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.

Analysts have been setting new price targets for data-storage stocks, with most pointing to upside.

Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

US equity futures were higher pre-bell Monday as the US moved toward diplomacy in its war with Iran

Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. Discover five stocks positioned to benefit as valuations ease.

In another heavy earnings week, we’ll also see reports from McDonald’s, Disney, Uber, Devon Energy, and more.

Two storage stocks surged together last week. Their paths back to record highs are nothing alike.

The memory craze paused in July—and investors got a much-needed reality check. American memory suppliers Sandisk and Micron Technology fell 47% and 29% for the period, respectively. Sandisk notched its worst monthly performance since spinning off from Western Digital in February 2025, while Micron capped off its worst month since 2015.

Memory stocks have been brutal lately, but not all of them are hurting equally, and the gap between the winners and losers may tell investors exactly where to put their money next.

STX's AI storage growth is backed by persistent data reuse, nearline supply allocated through 2028 and Mozaic drives reaching up to 44TB.

STX enters fiscal 2027 with rare demand visibility as AI data growth, allocated nearline supply and HAMR adoption strengthen earnings and cash flow.

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.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

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.

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.

The selloff turned on a rival's market debut, while binding multiyear contracts now put a minimum volume and a floor price under a defined share of Micron's future revenue.

Samsung said it expects the global chip shortage to persist through 2028, a bullish signal for memory producers.

The sell-off is treating four very different businesses as one trade. Sorting them apart is where the opportunity is.

A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.

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.

The memory storage company has been the poster child of the AI momentum trade, and the recent selloff.