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Sandisk and Kioxia unveiled a 332-layer QLC 3D flash tech offering up to 60% greater bit density than their eighth-gen design.

Today Federal Reserve speakers: Fed governor Lisa Cook Economic data: the Energy Information Administration’s weekly petroleum status report, U.S. services PMI, global services PMI, ADP employment survey Earnings (a.

Musk said the supply-demand dynamics suggest that memory prices would continue to soar.

SanDisk stock jumped 10% after a new AI memory milestone with SK Hynix, just ahead of its fiscal Q4 earnings report.

Everyone is watching AI chipmakers, but the real battle may be unfolding in memory, and SK Hynix is leading the charge.

Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.

REVIEW PREVIEW NEWSLETTER Good Vibes and Blue Skies. Summer heat and humidity may be setting in, but markets are showing no signs of wilting. The gains keep piling up in the first few days of the August as strong earnings, hopes of a sustained ceasefire in the Middle East and a renewed optimism in AI drove major indices higher on Tuesday.

Hard drive makers Sandisk and Western Digital are due to report earnings after the closing bell Wednesday.

Sandisk could work its way back to this number post-earnings.

Sandisk enters its Q4 earnings report with strong momentum as AI-driven demand and improving NAND pricing position the company to deliver another impressive quarter.

Yahoo Finance Markets and Data Editor Jared Blikre examines how semiconductor stocks and the "Magnificent Seven" are once again pushing markets higher.

Anyone who bought a laptop or built a gaming PC this year already felt memory prices climb. DRAM and NAND flash have gotten steadily more expensive as AI data centers absorb nearly every chip factories can produce, according to a Bloomberg analysis. On August 3, SK hynix and Sandisk released the ...

SNDK's fiscal Q4 top line may gain from surging AI data center demand and stronger edge sales tied to AI PCs and premium smartphones.

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

Sandisk (SNDK) is back in focus after a 47% slide in July, with investors weighing that sharp pullback against strong AI storage themes, fresh HBF standards news, and closely watched earnings this week. See our latest analysis for Sandisk. After a steep pullback that left Sandisk roughly 48% below its late June peak and down 26.2% on a 30 day share price return basis, recent gains including a 17.5% 7 day share price return and a very large 1 year total shareholder return suggest momentum has...

Did Sandisk and SK Hynix just solve the HBM supply crisis?

The HBF standard is designed to make it easier for AI systems using processors from different vendors to work together through a common memory architecture.

Memory stocks are staging a violent reversal after their worst month in years, and a brand-new industry standard from rival chipmakers may have just changed the rules of the AI storage race.

Sandisk, the top performer in the S&P 500 this year, rose more than 7%, while Marvell Technology popped nearly 12% on Tuesday. With overextended positioning cleared out in July, Wall Street analysts have argued investors were likely to shift back to areas like chip stocks and other AI infrastructure trades given the earnings outlook has only strengthened over the past month.

Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.

The tech stock rally continued, extending yesterday's gains, but today's rise looks a little different. The tech-heavy Nasdaq Composite was up 1.1%. The tech sector led the S&P 500, up 3.1%. Unlike yesterday, it wasn't the Magnificent Seven stocks doing the heavy lifting.

ROKU heads into Q2 earnings with Platform growth expected to offset device weakness as ad trends and the pending Fox acquisition remain in focus.

FOXA heads into fiscal Q4 earnings with World Cup-driven sports momentum, ad demand and streaming growth in focus as investors watch quarterly results.

Sandisk, Micron, Vertiv, Comfort Systems and Bloom Energy have been highlighted in this Value Investor article.

Situational Awareness lost 67% in July and sold most of its roughly $16 billion public-equity portfolio to Citadel, Reuters reported on July 30 and July 31. CoreWeave, Inc. (NASDAQ:CRWV) and Sandisk Corporation (NASDAQ:SNDK) were among the concentrated AI holdings caught between falling prices, leverage, and evaporating liquidity. The latest completed 13F quarter shows the scale, […]

The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed.

AI processors have gotten dramatically faster, but the memory feeding them has struggled to keep pace, creating a bottleneck that no GPU upgrade can fix. Two major chipmakers think they have found the missing piece of the puzzle.

Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.

The HBF standard is designed to make it easier for AI systems using processors from different vendors to work together through a common memory architecture.

The South Korean company is the “memory leader for the AI era,” William Blair analyst Sebastien Naji says.