Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The bank sees structurally higher earnings ahead.
SanDisk Corporation (NASDAQ:SNDK) hosted its “In Focus” 2026 Investor Day on August 13, reinforcing its case as an interesting AI infrastructure story. Not only did the company unveil a massive $93.9 billion customer backlog, but also gave investors a new way to think about Micron Technology, Inc. (NASDAQ:MU). On August 17, BofA reiterated its ‘Buy’ rating […]
I covered SanDisk's Investor Day Aug. 14, when the company revealed a long-term financial framework calling for 80% gross margins, 75% operating margins, and 100% excess cash return to shareholders. The market responded with a 13.67% single-session surge followed by another 7.39% gain the following ...
JPMorgan's target signals another 27% upside after Sandisk unveiled enormous margins, long-term contracts and aggressive shareholder returns.
Optical components are emerging as the next big bottleneck in AI data centers, which explains the phenomenal growth in Lumentum's business.
Micron stock is back above a closely watched moving average. The memory chipmaker's earnings exploded in June.
Investors drove memory-chip stocks higher on Monday for the fifth straight trading session. Micron, Sandisk and SK Hynix all advanced with vigor.
Shares of memory and storage chipmakers climbed Monday morning after reports that the U.S. administration is discouraging domestic tech companies from buying conventional memory chips from Chinese suppliers. Micron Technology Inc (NASDAQ:MU) rose 5.7%, while Sandisk jumped 8.7%. Western...
Micron has staged one of the most stunning rallies of the AI era, but a new catalyst looms that could either extend the run dramatically or expose the stock to a sharp reversal. Here is what bulls and bears are both missing.
BofA analyst Vivek Arya reiterated a Buy rating and $1,550 price target on Micron while recently adding the stock to BofA's US 1 List, the firm's highest-conviction ideas. The current price target represents over 50% upside from the current level of $1014.
The chipmaker has big plans for its growing cash flow.
Sandisk (NasdaqGS:SNDK) and Kioxia announced the launch of a new 9th generation QLC 3D flash memory platform, aimed at AI and data intensive workloads. The companies also released the High Bandwidth Flash, or HBF, technical specification through the Open Compute Project to support AI infrastructure storage standards. Both developments target higher bit density, power efficiency and performance for large scale data center and AI applications. This kind of storage focused AI build out is...
Elon Musk just called out the one component quietly choking AI progress, and memory stocks are surging as investors race to figure out who benefits most.
At first glance, stock indexes look muted today. But under the surface, many of the names that have become synonymous with the AI trade are making big strides today, likely helped by a late-Friday Bloomberg report that Anthropic's second-quarter revenue rose 14-fold.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
The company recently outlined promising growth targets for the next few years, suggesting that the memory shortage isn't coming to an end anytime soon.
Stock Market Today: The Dow Jones index drops, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.
Investing.com - U.S. stock futures were mixed on Monday, with technology stocks pointing to a firmer open, as investors scaled back bets on an impending Federal Reserve rate hike and looked ahead to a fresh batch of retail-sector earnings this week.