Notícias

Sandisk stock has been in a bit of slump lately but analysts are still in love with the memory storage play, perhaps even more so than ever. The shares, which have slumped 16% to $1,915 in July, got a new $3,100 price target from Evercore ISI analyst Amit Daryanani in a note Sunday, up from $1,400. Investors were still underappreciating Sandisk Monday as the stock fell around 5% ahead of the open.

Micron Falls in Broad Memory Sector RetreatMicron Technology (NASDAQ:MU) shares dropped 5. 1% in premarket trading on Monday to $929.

US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...

Western Digital Declines in Broad Semiconductor RetreatWestern Digital (NASDAQ:WDC) shares fell 5. 4% in premarket trading on Monday to $551, as a sharp selloff across global memory and storage stocks weighed on sentiment despite a broadly positive performance in the wider U.

Chip stocks moved lower on Monday after SK Hynix shares sank in Asia.

Chip stocks moved lower on Monday as shares of SK Hynix in Asia sank.

Sandisk stock has been in a bit of slump lately but analysts are still in love with the memory storage play, perhaps even more so than ever. The shares, which have slumped 16% to $1,915 in July, got a new $3,100 price target from Evercore ISI analyst Amit Daryanani in a note Sunday, up from $1,400. Investors were still underappreciating Sandisk Monday as the stock fell around 5% ahead of the open.

AI stocks are taking a beating as investors wonder how much longer Big Tech companies can maintain their aggressive spending plans.

Investing.com - U.S. stock futures were mixed on Monday as investors monitored a sharp selloff across the global memory-chip sector and assessed developments in the biotechnology space.

July 13 (Reuters) - Futures tied to the S&P 500 and the Nasdaq fell on Monday, as a fresh escalation between Iran and the U.S. in the Gulf rattled investors' sentiment, drove oil prices higher and

Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.

Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.

Cisco and Planet Fitness have been highlighted as Zacks Bull and Bear of the Day

Oil prices jumped and Asian shares were mostly lower Monday after the U.S. carried out airstrikes and Iran retaliated. The price of Brent crude, the international standard, gained 3.9% to $78.96 per barrel, while U.S. benchmark crude oil added 4% to $74.26 per barrel. Prices for both types of crude oil recently had slipped back to the levels they were at before the war with Iran began, after the two sides set an interim agreement on ending the conflict and ships resumed transporting oil through the Strait of Hormuz.

The moves come after SK Hynix’s blockbuster Nasdaq debut on Friday that sent its shares up nearly 13%.

ASML's lithography machines are needed to manufacture advanced logic and memory chips for AI workflows.

Western Digital Corporation (NASDAQ:WDC) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 173%. On June 15, Morgan Stanley analyst Erik Woodring maintained an Overweight rating and raised his price target to $650 from $488. Woodring’s thesis centered on a widening hard-disk-drive shortage. He estimated demand […]

Management went beyond raising the bar, claiming to have rebuilt the entire business model.

Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.

Both SanDisk and Micron just posted blockbuster AI-driven quarters, but one of these memory stocks carries a structural flaw that a brutal selloff just exposed in dramatic fashion.

Seagate Technology stock rose Friday, bouncing back from a recent pullback. "With the recent market pullback and increasing confidence in what we view as a path to plus-$50 earnings-per-share and significant (capital) return capacity ahead, we upgrade STX to overweight with a $1,100 price target," Wells Fargo analyst Aaron Rakers said in a note for clients. Rakers previously held a neutral equal-weight view for Seagate and a 900 price target.

Western Digital (NasdaqGS:WDC) is benefiting from a sector-wide rally in AI and memory chip stocks, supported by easing geopolitical tensions. Fresh attention on AI infrastructure follows SK Hynix’s high-profile U.S. IPO and Micron’s large U.S. manufacturing expansion. Western Digital is pushing ahead with high-capacity HAMR drive technology and has secured multi-year commercial agreements running through 2028. Western Digital is back in the spotlight as investors refocus on the storage...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.03%. September E-mini S&P futures (ESU26 ) are up +0.19%, and September E-mini Nasdaq futures...

STX sees record cloud commitments and rising AI infrastructure spending fueling demand for its HAMR-based storage, with growth targets climbing higher.

The major stock indexes rose on Friday as South Korean memory chip giant SK Hynix soared in its first day of U.S. trading.

The Nasdaq-100 is holding up. Its old leaders are struggling.

The see-saw move in U.S. memory stocks continues as the week draws to a close.

AI demand and cloud spending support KLA and Western Digital, while Apple and Optex face mixed headwinds and opportunities in Zacks' latest research.

ALB earned Bull of the Day after a major earnings beat and rising estimates, while Cars.com landed Bear of the Day on weak traffic and falling forecasts.

SK Hynix raised $26.5 billion in its offering with the South Korean memory-chip giant to start trading Friday on the Nasdaq. Micron, Sandisk rose.