Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.
Sandisk can deliver impressive gains over the next couple of years due to strong NAND flash pricing.
Sandisk stock is still up massively over the last year, but it's now down 55% from its high.
Sandisk has delivered a very large gain over the past year, yet its valuation checks currently point in different directions, with the Discounted Cash Flow (DCF) estimate suggesting the stock trades at a premium while market multiples still flag it as looking relatively cheap. Over the past 12 months Sandisk has returned roughly 24 times an initial investment, which leaves recent buyers exposed if expectations embedded in the price soften. Investor optimism around AI driven demand for memory...
A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.
After a brutal 47% monthly collapse, SanDisk sits at a crossroads where one analyst sees a 200% recovery while bears argue the worst multiple contraction is still ahead.
A record-breaking earnings print from the world's top memory chip maker just triggered a brutal sector selloff, yet two storage giants are quietly trading green. Here is what the split reveals about where the AI hardware trade goes next.
Sandisk is heading into earnings with investors hoping for reassurance after a sharp sell-off, as results could help calm nerves around its outlook.
July has been a rough month for some AI stocks.
Score one for the bulls.
SNDK's 32% three-day slide may be sentiment-driven as AI storage demand, $42B in contracts and a debt-free balance sheet support its outlook.
CXMT's blockbuster IPO rattles U.S. memory stocks, but its current market position suggests the broad selloff may overstate the near-term competitive threat.
Sandisk Corporation (SNDK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SanDisk stock has crashed 47% in a month as an SK Hynix miss and a bearish chart pattern threaten to push SNDK below key support.
The memory storage company has been the poster child of the AI momentum trade, and the recent selloff.
The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations.
The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations.
US market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...
SK Hynix just posted the most explosive profit growth any chipmaker has seen in years, yet investors responded by selling the stock below its IPO price. The reason reveals something unsettling about where the AI memory boom may be headed.
You might think S&P 500 stocks already up 362% and 188% this year respectively are played out. But analysts still see huge upside
The memory storage company has been the poster child of the AI momentum trade, and the recent selloff.
Morningstar maintained a $1,000 price target on SanDisk and assigned the shares a ‘Very High’ uncertainty rating.
U.S. stock futures largely moved higher, though Sandisk and Micron Technology fell premarket as investor enthusiasm around semiconductor companies continued to wane.
The Morning Bull - US Market Morning Update Wednesday, Jul, 29 2026 US stock futures are mixed in early Tuesday trade, with broad S&P 500 contracts slightly in the red while Dow futures edge up. The key driver is the US 10 year Treasury yield hovering around 4.64% as investors brace for this week’s Federal Reserve decision. Markets see roughly a one in three chance of a rate hike now and about a 56% chance by September. At the same time, US durable goods orders for June rose 0.3% and a core...
LTH hits new highs after eight straight earnings beats and rising estimates, while MSTR faces pressure from falling estimates, debt and Bitcoin sales.