Notícias

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

The memory maker's revenues continue to skyrocket thanks to a worldwide shortage that has catapulted memory prices higher.

SanDisk Shares Surge as New AI-Focused Flash Memory Technology Unveiled

The memory maker has far outperformed many of its semiconductor peers throughout 2026, but its rally could just be getting started.

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

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

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

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

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.

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

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?

Sandisk overdelivered from its guidance and is down sharply because of it. That doesn't make much sense.

Sandisk's meteoric rise has some wondering if a stock split is next, but the bigger story is whether its AI-fueled momentum can keep powering the rally.

Hyperscalers are spending more than $700 billion on AI infrastructure in 2026 alone, fueling a surge in specialized memory chips.

SK hynix announces plans of investing $38 billion to build two new factories. Here’s what the disclosure really means for SKHY shares.

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

Roundhill CEO Dave Mazza called the memory pullback a leverage-driven “shakeout and repositioning,” even as DRAM attracted fresh inflows.

Sandisk's revenue has accelerated sharply in recent quarters, while AMD has grown more steadily—a divergence that narrows the historical gap between these chip-sector heavyweights.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Chip stocks rallied on Thursday, helped by positive earnings reports from Macom Technology Solutions and SiTime.

Sandisk (NASDAQ:SNDK) shares fell nearly 7% on Thursday after the data storage company issued fiscal first-quarter guidance that came in slightly below some elevated Wall Street expectations, overshadowing a quarterly earnings and revenue beat driven by demand from AI data centers. For the...

The memory chip market continues to strengthen.

Datacenter revenue doubled to $2.98 billion as gross margin reached 84.6%

Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

By Satoshi Sugiyama TOKYO, Aug 6 (Reuters) - Asian shares took a breather on Thursday after an AI-driven surge the previous day, while oil prices traded in a tight range as markets assessed prospects

Sandisk Corporation (SNDK) delivered earnings and revenue surprises of +14.63% and +8.01%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Sandisk beat Wall Street's targets for its fiscal fourth quarter, but it disappointed with an in-line outlook. Sandisk stock fell.