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I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts. That performance is after Sandisk, Dell, and Micron. ...
The memory maker's earnings have exploded alongside its stock. The next act is a much harder call.
Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the real question is whether today's bounce signals a genuine floor or just a brief pause before the next leg down.
Memory stocks rebounded on Monday after sliding last week amid concerns about the durability of AI spending and efforts by tech giants to control their memory costs.
A few rough days shouldn't overshadow Sandisk's potential to reward shareholders over the next several years.
The elimination of a Dot Com-era pattern day trading rule is expanding access to margin for retail investors—and raising concerns about volatility.
Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.
Duquesne Family Office's billionaire boss piled into an S&P 500 stock that's soared 3,200% over the trailing year.
Wall Street is swinging back upward on Monday, as the roller-coaster ride for stocks of chipmakers and other winners of the artificial-intelligence boom snaps higher. Such stocks have been under pressure for weeks on worries that their prices shot too high in the euphoria around AI. Wall Street may get some hints on that soon as some of the biggest spenders on AI report their latest quarterly results.
Demand for memory chips to power AI workflows has led to surging prices in memory chip stocks like Micron.
Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.
Sandisk is an early candidate for stock of the year.
Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.
SanDisk and Seagate both posted stunning quarters fueled by AI demand, but they are chasing completely different versions of the storage boom. Which approach holds up when the cycle turns?
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
A week of tech stock crashes!
Memory and data storage manufacturers can't keep up with AI-driven demand.
Micron and Nvidia look like great deals now -- and despite its recent stellar gains, so does Sandisk.
Sandisk was spun off as a separate, independent company by Western Digital in 2025, about a decade after it was purchased. The two now operate as independent, publicly traded companies, with Sandisk focusing on manufacturing flash storage cards, while Western Digital focuses on making hard disk ...
US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.
The PHLX Semiconductor Index has clawed its way back to the flatline, escaping a technical bear market. The index, which uses the ticker SOX, was up 0.5%, with memory chip stocks leading charge. With the chip selling easing, the Nasdaq and the S&P 500 pared their losses somewhat, with the indexes down 0.8% and 0.5%, respectively.
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