Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.
SK hynix (KOSE:A000660) and Sandisk have introduced a new High Bandwidth Flash technical specification. The standard has been released through the Open Compute Project and is aimed at AI inference systems. Partners including Google and Tenstorrent are involved in defining the guidelines for this HBF standard. SK hynix is a major memory and storage supplier, with products that sit at the core of data centers and AI hardware. The new HBF specification arrives as AI workloads put more pressure...
Sandisk reported earnings on Wednesday.
Wall Street expects Sandisk to continue benefiting from AI infrastructure spend, particularly demand for storage and memory products used in data centers.
Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.
Stocks kicked off Wednesday's session higher, extending the week's broad rally. The S&P 500 was on pace to set another record high, up 0.6%. The Dow Jones Industrial Average rose 1.1% or 600 points, also on track for a fresh record.
Sandisk has massively outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
8.30am: ADP jobs softens US private-sector hiring slowed to 44,000 jobs in July from 98,000 in June, missing the 65,000 forecast and pointing to cooling labour demand. The softer reading could give the Federal Reserve more scope to cut rates, weighing on Treasury yields and the dollar...
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Wednesday, Aug. 5, including ADP's private payrolls data and earnings results from Eli Lilly (LLY), Disney (DIS), and Sandisk (SNDK).
SanDisk shares have rocketed over 400% this year and traders are piling in ahead of a make-or-break earnings report, but the pre-announcement surge may have already priced in the good news.
Investors were once again trying to make sense of comments from Elon Musk on Wednesday, after the SpaceX CEO said his rocket and AI company would exclusively use Nvidia chips from now on. AMD was the S&P 500's worst performer ahead of the opening bell, slumping 8.7% as Musk's announcement overshadowed a second-quarter earnings beat. Nvidia's own shares climbed 2%.
Citadel’s purchase of the bulk of the stock portfolio of the AI-focused hedge fund Situational Awareness helped propel its performance last month. Citadel’s flagship Wellington fund, a more diversified vehicle that includes wagers on and against shares alongside credit, commodity, macro and quant positions, gained about 6% in July, while Citadel’s tactical-trading fund gained about 11%, the person said. Citadel snapped up the AI stocks from Situational on July 30, at a discount of greater than 10%, as the San Francisco-based firm was scrambling to raise cash to meet margin calls following a brutal tech selloff, The Wall Street Journal previously reported.
Sandisk has bounced hard off its lows, setting up a limited-risk options trade ahead of earnings.
(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS
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.
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.