Notícias

Shareholders should continue to profit from the memory shortage.

Argus argued that the recent correction created a more attractive entry valuation during a powerful memory-industry growth cycle.

Caterpillar's AI-driven power backlog fuels a bullish outlook, while Celsius faces distribution issues, falling estimates and earnings pressure.

SNDK highlights multiyear customer deals, rising AI storage demand and disciplined supply growth as fiscal 2027 begins with greater visibility.

WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.

Western Digital's 44% revenue growth, expanding margins and strong AI-driven storage demand signal continued earnings momentum.

MU's take-or-pay deals lock in customer commitments, pricing protections and contracted revenues, boosting sales visibility through 2030.

Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.

Argus Research upgrades Sandisk stock to Buy. Here’s why analyst Jim Kelleher sees significant further upside in SNDK shares.

As memory stocks plummet, more losses may be on the way.

This ETF outperforms its benchmarks and large-cap growth ETFs.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

Demand for AI memory remains robust, and analysts still see substantial upside for SNDK stock.

Argus Flips Bullish on Sandisk Stock With $1,600 Target After Sharp Selloff

Sandisk's AI-driven storage growth, pricing power and strong margins fuel its rally. See why SNDK could have more room to run.

Investors are weighing peak-cycle fears against booming demand

While Sandisk is growing rapidly, investors anticipate softer NAND pricing ahead. This has weighed on SNDK stock.

SanDisk surged nearly 2,900% in a year before a sudden 30% pullback rattled investors, but the real question is whether that drop signals danger or sets up the next major move.

It's a bullish start to the week for this memory maven.

SNDK vs. NTAP: Which Stock Is the Better Value Option?

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757.

SanDisk just delivered one of the most spectacular post-spinoff runs in recent memory, yet two converging threats could turn that triumph into a costly lesson for investors who move too soon.

The memory stock has been in a tailspin for over a month.

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Retail investors took advantage of the volatility in the market last month to again be net buyers of stocks, new data from Charles Schwab shared exclusively with Axios shows.

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next.

Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names in Silicon Valley are fighting to hand him even more money.

The memory maker's board just added $14 billion to a buyback it had nearly exhausted in two months. Can the cash flow funding it last?