Notícias
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Sandisk's revenue and profit exploded, but its enormous previous rally made even exceptional growth vulnerable to disappointment.
Shares of AI darlings Western Digital and Sandisk fell. Sandisk’s forward guidance was slightly below previous analyst estimates, while Western Digital’s outlook was in-line with expectations. Western Digital declined 13%, while Sandisk dropped 7%.
Sandisk's revenue has accelerated sharply in recent quarters, while AMD has grown more steadily—a divergence that narrows the historical gap between these chip-sector heavyweights.
Sandisk and Western Digital both fell despite record quarterly results, a sign the AI trade may be stalling. With gold climbing and bitcoin holding above $64,000, is this a sign that traders are seeing capital rotating back toward crypto? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
One cautious outlook may obscure a powerful earnings cycle
Sandisk’s new business model is expected to pressure margins in the near term, but analysts say it should improve pricing discipline and earnings visibility over time.
Chip stocks rallied on Thursday, helped by positive earnings reports from Macom Technology Solutions and SiTime.
Sandisk said pricing generated most of its recent revenue growth.
SanDisk plunged after soft revenue guidance, but strong AI memory demand remains intact. These ETFs offer a diversified way to buy the dip.
AI darlings Western Digital and Sandisk reported blockbuster results yesterday that showed that demand for data storage is alive and well. So why are earnings down in early trading? Sandisk's first-quarter guidance came in ever so slightly below analyst expectations.
Sandisk (NASDAQ:SNDK) shares fell nearly 7% on Thursday after the data storage company issued fiscal first-quarter guidance that came in slightly below some elevated Wall Street expectations, overshadowing a quarterly earnings and revenue beat driven by demand from AI data centers. For the...
Sandisk and Western Digital shares fell sharply Thursday, despite exceeding Wall Street’s quarterly sales and profit estimates.
Memory stocks are crashing even as SK Hynix, Micron, and Sandisk post the best financial results in their histories. What investors are reacting to has almost nothing to do with what these companies are actually reporting.
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
U. S. stock futures were little changed ahead of Thursday’s opening bell, pointing to another cautious session as investors looked ahead to Friday’s closely watched employment report for fresh clues on the Federal Reserve’s next policy move.
The memory chip market continues to strengthen.
During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.
SanDisk Drops After Forecast Misses Expectations Despite Strong Quarterly Results
Datacenter revenue doubled to $2.98 billion as gross margin reached 84.6%
The backdrop remains strong for memory chips and Sandisk, this AlphaSpace stat shows.
Wall Street was predicted to see a mixed open on Thursday, as another batch of technology earnings undermines confidence and apparent progress towards an Iran deal raises fears of yet another false dawn. Dow Jones futures were up 57 points, or 0.1%, with the blue-chip index on course to build...
Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.