Notícias

Earlier this week, Sandisk came under pressure after the blockbuster Shanghai IPO of Chinese memory maker CXMT intensified worries about future competition in global memory and AI-related chip markets. Although CXMT currently focuses on DRAM and Sandisk on NAND flash, investor concern that China could soon target NAND raised fresh questions about the durability of Sandisk’s profit margins and industry position. We’ll now examine how rising Chinese memory competition and sector-wide chip...

New Chinese AI technologies and a remarkably strong listing by the country’s largest memory chip firm weighed on sentiment toward U.S. semiconductors.

Crude tumbled as geopolitical tensions eased, while semiconductor losses dragged the Nasdaq lower, today, July 27, 2026.

Dow Jones Futures: Oil prices plunged Monday amid U.S.-Iran peace hopes. Nvidia, Micron, Sandisk, SpaceX and Tesla sold off.

Between the lingering geopolitical conflict, the upcoming mid-term elections, AI concerns, and poor seasonality, market volatility is likely to persist.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

The company topped Industrial and Commercial Bank of China to become the most valuable company listed in a mainland Chinese market. ASML and Advanced Micro Devices fell 5.8% and 5.2%, respectively. The Nasdaq Composite ended the day down 0.2%.

Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to surpass a $500 billion valuation. Micron Technology, Inc. (NASDAQ:MU) shares fell 5%, Sandisk Corporation (NASDAQ:SNDK) declined around 12%, while Western Digital Corporation (NASDAQ:WDC) also traded sharply lower on […]

The company still holds a significant edge in production capabilities compared with Chinese counterparts, an analyst says.

Memory-chip stocks Micron and SK Hynix fell Monday after Chinese rival CXMT rocketed in its IPO on the Shanghai Stock Exchange.

China is taking aim at memory stock profits, and Sandisk could be the next target.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.

SanDisk just shed 12% in a single session, yet the stock still sits on one of the most explosive runs in the market. One operating number buried inside its earnings will tell you whether today's selloff is a gift or a warning.

FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.

It's been a tough trading day for the S&P 500, but if you take a look under the surface, the market was actually holding up alright. The S&P 500 was down 0.3% after trading more than 0.9% higher earlier in the session. Chip stocks were the weakest link, with Sandisk, Coherent, and Lam Research as the index's worst performers.

The AI memory supercycle has emerged as one of 2026’s most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as […]

China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit gains on the books are now facing a sector-wide reckoning that could upend the entire bull case for DRAM and NAND.

High-bandwidth memory — the specialized chips powering Nvidia Corp.’s latest AI accelerators — appears set to remain dominated by established leaders such as Micron Technology Inc. (NASDAQ:MU), SK Hynix Inc. (NASDAQ:SKHY) and Samsung Electronics Co. Ltd. (NYSE:SSNLF) for years. China, however, is making rapid progress in commodity DRAM and NAND. That’s according to Counterpoint Research analyst MS Hwang, who told Benzinga in an interview that “Chinese vendors are catching up quickly in commodity

American Superconductor heads into Q1 results with revenue growth expected, driven by Grid demand, data centers and Comtrafo business integration gains.

(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall

This trio is absolutely crushing the rest of the market.

Artificial-intelligence stocks rise ahead of a slew of mega-cap earnings reports, while lower oil prices drag down shares of energy majors.

Seagate’s and SK Hynix’s quarterly reports this week are the upcoming catalysts investors are watching.

Micron and Sandisk have slipped substantially in the past month, but they can go on a terrific bull run once again.

Alphabet's increased capex forecast for 2026 this week was the latest tailwind for AI infrastructure stocks.

The memory chip boom isn't over.

One firm sees the memory maker nearly doubling. Another thinks it's already fully priced. The gap is the whole debate about this stock.

Micron and Sandisk are thriving from a memory chip supply shortage.

On July 24, 2026, crude oil retreated slightly, easing inflation concerns, though tech selloffs kept the broader market volatile.

Micron, AMD and memory names fall as risk appetite weakens