This fund has been a solid long-term performer, and its future looks bright, too.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Sandisk Corporation (NASDAQ:SNDK) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted how the company’s rally got triggered. He remarked: Now, today was one of those days where the complex of Micron, Seagate, Lumentum, Corning, Western Digital, and Sandisk […]
Yahoo Finance Executive Editor Brian Sozzi sits down with Visible Alpha Head of TMT Research Melissa Otto to discuss how investors should navigate the technology sector following its recent market sell-off.
Warren Buffett called it a casino. A sitting Treasury Secretary called it lottery behavior. Now a half-trillion dollars in concentrated leverage is quietly reshaping how everyday stocks move, and almost nobody in the chain wants it to stop.
Memory chip stocks have been some of the market’s top performers this year, but they're struggling today. Sandisk, which is up more than 600% since the start of the year, is down 10%, making it the S&P 500's worst performer.
While the biggest names in tech burn through a historic spending spree, a small cluster of suppliers is quietly printing cash at a pace that has no precedent in this industry. Understanding who wins at each stage of the AI cycle could completely change how you position your portfolio.
MU's take-or-pay supply contracts lock in volumes, pricing bands and $100 billion in minimum revenues, sharpening sales visibility through future cycles.
While the Nasdaq bleeds and investors pile into healthcare and staples at record highs, one Wall Street strategist is shopping the wreckage in memory chips, and her valuation case is harder to dismiss than it looks.
A single brokerage note out of Seoul just triggered the biggest single-day drop in SK Hynix history, and the shockwaves are now tearing through U.S. memory stocks that were up as much as 700% this year.
Top Wall Street Firm Flags a New Risk for the AI Chip Boom
SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.
The chip maker reports a 68% monthly sales jump, but investors are still questioning how long the AI spending boom can last.
Recent developments in the AI chip sector include a notable collaboration between VERAXA Biotech and Ardigen. This partnership focuses on integrating artificial intelligence into drug discovery processes to enhance VERAXA's BiTAC pipeline, targeting cancer treatments. The AI will aid in selecting synergistic cancer target pairs, potentially improving therapeutic outcomes by reducing toxicity and systemic effects. This initiative highlights the growing role of AI chips in revolutionizing...
Micron stock was following SK Hynix dowards as investors looked to be nervy about the prospects for continued gains for memory companies.
Investing.com - U.S. stock futures were mixed on Monday as investors monitored a sharp selloff across the global memory-chip sector and assessed developments in the biotechnology space.
Micron and Sandisk have climbed in the triple and quadruple digits, respectively, over the past year.
July 13 (Reuters) - Futures tied to the S&P 500 and the Nasdaq fell on Monday, as a fresh escalation between Iran and the U.S. in the Gulf rattled investors' sentiment, drove oil prices higher and

