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

Western Digital, Caterpillar and Datadog rank among top momentum picks using Driehaus' "buy high and sell higher" strategy.

Micron keeps getting dismissed as a cyclical chip stock doomed to repeat the same boom-and-bust pattern, but one structural shift buried in its latest earnings call suggests that logic no longer applies the way investors assume.

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

The average brokerage recommendation (ABR) for Western Digital (WDC) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are already negotiating multi-year storage agreements, suggesting Western Digital is securing longer-term visibility into demand as data-intensive AI workloads expand. We’ll now examine...

The memory shortage behind the run was laid out in Micron's own supply disclosures long before the price caught up.

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.

Rather than chasing the biggest AI memory winners, investors may find better long-term opportunities in discounted companies like Western Digital and Silicon Motion.

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

Shares fell more than 9% after an upbeat forecast failed to satisfy investors following the stock's threefold rise.

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.

Western Digital Corporation (NASDAQ:WDC) reported better-than-expected fourth-quarter results on Wednesday, surpassing Wall Street estimates for both earnings and revenue. However, the storage technology company’s shares fell more than 14% in premarket trading on Thursday as investors were left unimpressed by its forward guidance despite it exceeding consensus forecasts.

Western Digital Corp (WDC) reports a 44% year-over-year revenue surge to $3.75 billion, with EPS more than doubling to $3.56, as AI and cloud demand fuel robust growth and margin expansion.

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

The hard-drive maker reports better-than-expected earnings for its fiscal fourth quarter, but guidance disappoints.

Western Digital reported a more than elevenfold increase in its fourth-quarter profit, driven by continued strong demand for its memory technology.

Western Digital stock slid late Wednesday despite the hard-disk drive maker reporting fiscal fourth-quarter results ahead of estimates. Western Digital said its earnings climbed 109%, to $3.56 per share, for the June quarter. Western Digital and its rival Seagate Technology dominate the hard-disk drive market.

Get paid a significant income stream now, which you keep no matter what, for the chance to buy a semiconductor leader at a steep discount if it ever gets there.

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

Stocks kicked off Wednesday's session higher, extending the week's broad rally. The S&P 500 was on pace to set another record high, up 0.6%. The Dow Jones Industrial Average rose 1.1% or 600 points, also on track for a fresh record.

8.30am: ADP jobs softens US private-sector hiring slowed to 44,000 jobs in July from 98,000 in June, missing the 65,000 forecast and pointing to cooling labour demand. The softer reading could give the Federal Reserve more scope to cut rates, weighing on Treasury yields and the dollar...

Western Digital will report results for its fiscal fourth quarter after the closing bell on Wednesday, August 5, giving investors another important read on enterprise storage demand and the ongoing AI infrastructure buildout.

SIMO is posting record revenue, expanding margins and growing AI and enterprise storage exposure as investors weigh its premium valuation.

SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.

Western Digital (WDC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

Seagate Technology's shares surged after a strong earnings report. Can you expect competitor Western Digital to do the same when it reports earnings on Aug. 5?