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South-Korea memory-chip maker SK Hynix stock offers its first buy point ahead of the firm's debut earnings report next week.
The Roundhill Memory ETF, which has more than doubled year-to-date, was down nearly 7% at the time of writing.
Sandisk Corporation (SNDK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Are Sandisk investors misreading the latest semiconductor news?
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is what is driving the group lower and what traders are watching into the close.
MU's faster HBM4 ramp-up, rising AI demand and quicker yield gains are likely to aid revenues, profitability and its AI memory position.
Susquehanna cuts Sandisk price target but stays bullish on AI memory boom
Stocks looked set to struggle for direction on Friday as a drop in oil prices eased fears about higher inflation, even as artificial-intelligence jitters lingered. Nasdaq 100 futures rose 0.1%. The Dow was on track to outperform the other two major indexes because it tends to be more reactive to oil prices, which were retreating having spiked above $100 a barrel the previous session.
Sandisk (NasdaqGS:SNDK) attracted attention as memory chip stocks rose during a sharp tech sell off. The move came on a trading day when leading tech stocks saw their weakest single day performance since April 2025. The divergence between memory chip stocks and larger tech peers highlighted changing sector preferences among investors. Sandisk, known for its flash memory and storage products, sat in the spotlight as traders looked more closely at memory and AI linked semiconductor stocks...
Sandisk is emerging as an AI memory standout with surging revenues, improving profitability and strong growth expectations beyond NVIDIA's recent gains.
Susquehanna lowered its price target on SanDisk stock. But the firm’s downwardly revised estimates still call for massive upside in SNDK shares.
(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of
The agency reported an 80.5% revenue increase in the past 12 months.
Sandisk is expected to announce its fourth-quarter results in August, and analysts predict a significant jump in the company’s bottom-line figure.
Western Digital's AI storage focus and stronger financial footing make it stand out against Super Micro as both target the booming AI infrastructure market.
AI has been THE trade for a while. But it’s been under pressure lately – and it presents an incredible opportunity.
Sandisk is one of the hottest AI stocks on the market.
Both memory makers have seen their stocks melt up this year due to the artificial intelligence boom.
An analyst raised his price target on the memory maker by $370.
A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.
Memory stocks have already handed early believers life-changing gains, but a structural supply shortage that analysts say widens through 2028 suggests the rally may have a second act worth understanding before the window closes.
Wall Street strategists are calling July's chip carnage a gift, and the reasoning comes down to a capital spending figure so large it dwarfs anything the semiconductor industry has absorbed before. The question is whether the underlying earnings can actually justify it.
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]
Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday’s episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated: Some of you have complained […]
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