Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Forget Nvidia. The AI memory boom is creating massive winners, and this soaring ETF could be on track for a stock split before the year is over.
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL) wants to buy from is not yet on the US entity list, unlike YMTC, which already is. For ... Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
This memory chipmaker has more growth ahead.
Sandisk (SNDK) has gained about 762.52% year to date at the time of writing, Wednesday afternoon, July 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.54% in the same period. The third-largest enterprise solid-state drive (SSD) manufacturer has outpaced the S&P 500 by a wide ...
The sharp selloff in high-flying memory stocks, without any clear fundamental trigger, has concerned investors, fueling fears of a broader downturn.
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!” However, ... Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
Sinking chip stocks dragged on the Nasdaq on Wednesday, but a big rally for Meta Platforms helped limit losses.
Bank of America Says Sandisk Could Be a Big Winner as NAND Prices Stay Hot
Supply-demand imbalance supports higher price target.
Meta Platforms led a rally in Magnificent Seven stocks on Wednesday, but the Nasdaq couldn’t overcome a chip stock clobbering. The Nasdaq fell 0.7%. The S&P 500 dropped 0.2%. The Dow fell slightly. Despite the S&P 500's struggles, a majority of stocks actually rose.
The NAND memory maker has been the market's top performer, and it still has room to run.
Sandisk stock is under pressure today, but there is actually some positive news for investors.
Meta surged more than 11% on a report that the company plans to sell its excess computing power to third parties. The stock is on track for its largest single-day gain since April 9, 2025, according to Dow Jones Market Data.
Shares of Micron Technology (NASDAQ:MU) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower. The ... Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
Micron's earnings confirm Sandisk's tailwinds will get even stronger.
SNDK's expanding QLC SSD portfolio targets AI storage demand with cost-efficient enterprise solutions, backed by multi-year supply deals and rising data center revenues.
Yahoo Finance Executive Editor Brian Sozzi discusses the current state of the AI "bubble" and tech trade with Slatestone Wealth Chief Market Strategist Kenny Polcari and Bianco Research President Jim Bianco.
Micron and Sandisk are still great buys.
FEATURE Micron Technology stock was falling early Wednesday amid a wider selloff in technology stocks. However, prices for its memory chips are only heading upward. The shares were down 3.2% in premarket trading.