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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.
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.
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, […]
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.
Sandisk's share price has fallen dramatically from its June highs, even as its business remains strong.
Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.
Today Earnings (a.m.): Merck, Pfizer, McDonald's, Caterpillar, Spotify, Apollo, TPG, Marathon Petroleum, Archer-Daniels-Midland, DuPont, Kimberly-Clark Earnings (p.m.): SpaceX, Advanced Micro Devices, ...
The bigger the gains, the harder the fall.
SanDisk (NasdaqGS:SNDK) and SK hynix have released a joint High Bandwidth Flash technical specification through the Open Compute Project. The new HBF standard targets AI focused memory solutions for data centers and AI inference systems. The announcement includes plans for an upcoming conference keynote and panel to discuss implementation and adoption by industry participants. SanDisk sits at the intersection of storage, memory, and large scale compute, which are all central to current AI...
Dow Jones Futures: Trump's Iran comments sparked a big stock market rally Monday. Palantir soared on earnings, while SpaceX earnings are due.
SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.
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, […]
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