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The AI cloud provider is reportedly studying put options to offset the risk that locked-in chip prices fall

Sandisk Corporation (NASDAQ:SNDK) is one of the Best Stocks to Buy Now for High Returns. The company is set to release its fiscal Q4 2026 earnings on August 5. The Street is bullish on the stock ahead of the earnings. Analysts’ 12-month average price target suggests more than 23% upside from the current level. ​Recently, […]

Derivatives could protect margins if chip prices tumble

Memory stocks are pulling back sharply Wednesday morning as traders lock in gains after a parabolic run. SK Hynix‘s (NASDAQ:SKHY) U.S.-listed ADR is down 5% to $184.50 in early trading, giving back a chunk of yesterday’s 27% surge to $193.92. The reversal is rippling through the group. Micron Technology (NASDAQ:MU) shares are off 3% to ... SK Hynix Drops 5%, SanDisk Slides 6%, Western Digital Slips 4% as Traders Take Profits in Memory Stocks

Sandisk's earnings growth potential in the first half of the new fiscal year suggests its stock could reach new highs by the end of 2026.

Stock Market Today: The Dow Jones index wavered Wednesday ahead of key inflation data. ASML stock jumped on earnings.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

QQQ, SPY, SanDisk, Micron and Dell have been highlighted in this Investment Ideas article.

FTSE 100 down 23 points to 10,506 Miners fall on weaker China GDP Barratt Redrow, ICG, B&M, NextEnergy Solar publish updates 12.13pm: European stocks in the red, US futures green London's blue-chips and those in other European financial centres remain under pressure at midday...

Sandisk has quickly become one of the most extreme valuation stories in the memory chip sector, with a very large 1 year share price gain set against a low value score that suggests the current rally leaves little room for disappointment. Sandisk has returned about 40x over the past year, which puts unusual pressure on today’s valuation to be backed by durable earnings power rather than short term enthusiasm. On the upside, long term NAND supply agreements for AI related data center...

Your quiet, diversified funds may have made a concentrated bet on one high-flying stock without you ever knowing.

AI cloud computing company CoreWeave is exploring the use of financial derivatives as a potential hedge ‌against a future drop in memory and storage chip prices, according to ‌a person familiar with the matter. To lock in supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and SanDisk. But the arrangement cuts both ways: it protects chipmakers from a downturn, but leaves cloud ⁠companies like CoreWeave exposed if prices fall and they are stuck paying well above the going rate.

Semiconductor Stocks Rally After Sharp Selloff as Geopolitical Fears Ease

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. SanDisk Corporation (NASDAQ:SNDK) is one of the stocks discussed by Jim Cramer. Computer storage products manufacturer SanDisk Corporation (NASDAQ:SNDK)’s shares are up by a whopping 4,000% over the past year and by 596% year-to-date. Bank of America discussed the […]

If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.

NVIDIA dominates AI compute while SanDisk is riding a NAND shortage cycle that sent shares up over 600% this year. Whether storage can match silicon as a long-term AI winner comes down to one critical question about memory pricing and platform staying power.

SanDisk turned a modest storage brand into one of the most explosive trades on the NASDAQ, but with the stock cooling sharply from its peak and Wall Street targets ranging from $955 to $3,169, figuring out where it goes next demands a closer look at what is actually driving the numbers.

Yes, good Micron news could be good news for Sandisk as well -- but keep an eye on that soaring P/E ratio.

New leveraged single-stock ETFs tied to SK Hynix just hit U.S. markets, and the Korean memory giant's Nasdaq-listed shares are whipsawing in ways that could catch traders badly off guard on either side of the trade.

Sandisk has major growth ahead, but the market isn't pricing it into the stock.

Investing is as much about timing as it is about quality.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

SanDisk, Micron, Seagate and Western Digital look attractive after a steep sell-off, supported by AI demand, improving pricing and lower valuations.

Meta Platforms (META) is moving another step closer to building its AI future on its own technology. According to a recent Reuters report, the company plans to begin production of its custom AI chip named “Iris” beginning in September. The chip is expected to support Meta’s growing AI ambitions as...

The company is set to report its fourth-quarter results early next month.

A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight at Micron. Whether that makes MU a buying opportunity or a warning sign depends on one number buried in its next earnings report.

An AI bubble scare is cracking AI memory stocks, yet big money keeps quietly buying the dip. Is the rally over, or just resetting?

The market is handing investors a gift with the latest sell-off.

The U.S. struck targets in Iran again on Monday night, with President Donald Trump saying a deal could still be struck.

NVIDIA's, Microsoft, Micron, SanDisk and Marvell have been highlighted in this Investment Ideas article.