Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.
A sector-wide semiconductor sell-off has hit NasdaqGS:SNDK as investors react to intensified competition from Chinese memory manufacturers. China is accelerating its push into the global memory market, backed by state support and major IPOs such as ChangXin Memory Technologies (CXMT). Market rotation away from AI-related chip stocks has added pressure to Sandisk and peers, even as high-bandwidth memory remains concentrated with established suppliers. Sandisk sits at the core of the...
While violent margin washouts are painful, the capitulation is necessary for a sustained bull market to thrive.
Memory chip stocks were joining in on today's tech-led rebound rally. The Roundhill Memory ETF rose 13%, adding to the PHLX Semiconductor Index's 8.3% rise and the tech sector's 4.8% rise. Sandisk was the top gainer in the S&P 500, up nearly 24%.
The AI boom is transforming the memory industry into one of the fastest-growing segments of the semiconductor sector. Demand for high-bandwidth memory (HBM) and conventional DRAM, along with NAND chips used in AI servers has skyrocketed and pushed memory prices sharply higher. Market intelligence provider TrendForce estimates that conventional DRAM contract prices climbed roughly 93%–98% […]
Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.
AI predictions hurt Sandisk this week -- but all of a sudden, a new theory has investors excited again.
SanDisk has shed half its value in a single month after an extraordinary run, leaving investors torn between a compelling entry point and a potential falling knife. Here is what the fundamentals, analyst targets, and structural NAND dynamics actually say about what comes next.
Micron just delivered record-breaking earnings, locked in multi-billion-dollar AI contracts, and posted monster year-over-year growth, yet the stock cratered nearly 28% in a month. Wall Street's top analysts say the selloff created an opportunity that rarely shows up in semiconductor stocks this strong.
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, together […]
Jim Cramer is struggling to find reasons to buy, and the Nasdaq 100 sliding into correction territory is not helping. Before you dismiss his caution, consider which corners of the market could actually benefit from the pain hitting semi stocks hardest.
Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...
Given the huge rally in S&P 500 stocks like Sandisk — it's no surprise semiconductor ETFs are thriving. But they're getting competition from oil ETFs.
According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.
Sandisk can deliver impressive gains over the next couple of years due to strong NAND flash pricing.
Sandisk stock is still up massively over the last year, but it's now down 55% from its high.
Sandisk has delivered a very large gain over the past year, yet its valuation checks currently point in different directions, with the Discounted Cash Flow (DCF) estimate suggesting the stock trades at a premium while market multiples still flag it as looking relatively cheap. Over the past 12 months Sandisk has returned roughly 24 times an initial investment, which leaves recent buyers exposed if expectations embedded in the price soften. Investor optimism around AI driven demand for memory...
A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.
After a brutal 47% monthly collapse, SanDisk sits at a crossroads where one analyst sees a 200% recovery while bears argue the worst multiple contraction is still ahead.
A record-breaking earnings print from the world's top memory chip maker just triggered a brutal sector selloff, yet two storage giants are quietly trading green. Here is what the split reveals about where the AI hardware trade goes next.
Sandisk is heading into earnings with investors hoping for reassurance after a sharp sell-off, as results could help calm nerves around its outlook.
July has been a rough month for some AI stocks.