Notícias

Sandisk and Micron trade below nine times forward earnings despite surging AI-driven demand for memory chips.

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.

The memory rally has been one of the most extraordinary moves of the cycle, and SanDisk (NASDAQ:SNDK) sits at the center of it. After a 3,197% gain over the past year and a 482% year-to-date run, the question is whether fundamentals can keep up with the multiple. Our 24/7 Wall St. price target for SanDisk ... Sandisk Price Prediction: Has the Rally Gone Too Far?

Even without China, Nvidia and Sandisk are selling chips as fast as they can manufacture them.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

The stock is trading up nearly 3,640% since Sandisk spun off from Western Digital last year.

Japanese memory supplier Kioxia announces plans to list American depositary receipts on a U.S. stock exchange.

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

SNDK rides on booming AI-driven data center demand as enterprise SSD sales surge and new QLC Stargate solutions fuel growth.

Silicon Motion Technology is a vital part of the AI build-out that is starting to get some attention.

Sandisk has alerted investors to an unsolicited mini-tender offer for its shares by Tutanota LLC. The company is urging shareholders to reject the offer and take no action in response. Sandisk cites the risks associated with mini-tender offers, which can bypass some investor protections. For investors tracking NasdaqGS:SNDK, this warning comes at a time when the stock is trading at $1,382.72. Recent performance data shows the share price return is 3.2% over the past week and 46.4% over the...

MU and SNDK are surging as AI-driven demand for HBM, DRAM and SSD storage tightens supply across the memory market.

Value investors don't have to be left out of the AI Revolution. These companies have cheap valuations.

Micron Technology and Sandisk Corporation have been two of the best performing stocks in the market over the last year. Can they continue to gain amid the AI driven memory shortage?

Look beyond NVIDIA with Willdan Group, Duos Technologies, and Innodata.

These stocks have both blown past the S&P 500 in the past year.

Profits are still surging at Sandisk, but investors seem worried the stock price has already peaked.

While record-breaking rallies in tech push the US market (^DJI, ^IXIC, ^GSPC) to new heights in 2026, are retail investors still as engaged with these market dynamics that come with these massive valuations? Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma comment on the latest trends in retail trading activity observed by JPMorgan.

BXDC starts trading on May 14.

Western Digital rides the AI storage boom with surging earnings, rising hyperscaler demand and aggressive shareholder returns after its Sandisk split.

AI infrastructure companies are booming -- and these stocks are making big gains.

June S&P 500 E-Mini futures (ESM26) are up +0.31%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.30% this morning, pointing to further gains after a tech-led rally in the previous session, while investors monitor developments from the U.S.-China talks and await a fresh batch of U.S. economic data, with particular attention on retail sales figures.

The Nasdaq Composite (^IXIC) leads Wednesday's stock gains alongside the S&P 500 (^GSPC), the former ending the trading day 1.2% higher as the sector rallied. IDX Advisors CIO Ben McMillan comes on Market Domination Overtime to explain the demand for photonics technology — or the use of laser and light to transmit data — that could be the next phase of the AI Revolution.

Highly profitable AI stocks with surging demand are within reach.

A few lesser-known artificial intelligence stocks are worth considering this month.