Q
Quant'AbondanceL'abondance, quantifiée.

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.

24,277 signal articles · 44 in last 24h · 115,422 total before filter · latest 46m ago
44last 24h
1774last 7d
298● bullish (7d)
170● bearish (7d)
205publishers
AllMacro316Earnings822M&A103Regulatory25Product16Analyst26
✕ clear all filtersticker: WDCSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Bloomberg41d agoneutral
SK Hynix Seeks Access to AI Investors in $29 Billion US Listing

(Bloomberg) -- This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.Most Read from BloombergWhy the Great American State Fair Looks So EmptyBrazil Freezes $2 Billion, Pursues Arrests After US SanctionOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutTanker

Axon and Rocket Lab rallied while chip stocks sank
TheStreet42d agoneutral
Axon and Rocket Lab rallied while chip stocks sank

SanDisk Corp. (SNDK) closed out the holiday-shortened week as the Nasdaq’s biggest loser, ending Thursday at $1,745 a share, down 26% for the week, according to Seeking Alpha. Micron (MU), Western Digital (WDC), Seagate (STX) and Teradyne (TER) fell alongside it, each posting double-digit weekly ...

Western Digital (WDC) Stock Falls As Apple CXMT Talk Adds Memory Pressure
Simply Wall St.43d agobearish
Western Digital (WDC) Stock Falls As Apple CXMT Talk Adds Memory Pressure

Western Digital (NasdaqGS:WDC) shares declined nearly 10% in a sector-wide selloff affecting semiconductor and memory stocks. Concerns include a pause in AI-related chip spending and macro headwinds weighing on sentiment across the group. Apple is reportedly exploring a partnership with Chinese memory supplier CXMT, raising the risk of lower-cost supply entering Western Digital's markets. The potential Apple and CXMT tie-up could pressure pricing and terms on high-margin mobile and data...

Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
24/7 Wall St.44d agobearish
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?

Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?

Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
24/7 Wall St.44d agoneutral
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years

The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL) wants to buy from is not yet on the US entity list, unlike YMTC, which already is. For ... Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years

Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
24/7 Wall St.45d agoneutral
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%

As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!” However, ... Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%

Western Digital (WDC) Stock Gets Fair Value Boost As Analysts Reassess AI Storage Demand
Simply Wall St.45d agoneutral
Western Digital (WDC) Stock Gets Fair Value Boost As Analysts Reassess AI Storage Demand

Western Digital’s analyst fair value estimate has been reset from $518.26 to $584.79, signaling a fresh look at what the stock might be worth in updated models. This change sits alongside active debate about how much AI driven storage demand, hard disk drive pricing trends, and execution on Western Digital’s product roadmap are already reflected in current expectations. As the article continues, you will see how these moving pieces shape the evolving narrative and how to keep track of...

Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
24/7 Wall St.45d agobearish
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ

Shares of Micron Technology (NASDAQ:MU) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower. The ... Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ