Actualités

MarketBeat's weekly roundup covers a weaker June jobs report, tech sector rotation, and top analyst picks including TSLA, AVGO, PLTR, MRNA, and NEE heading into Q2 earnings season.

You've probably never heard of Himax Technologies, but in a few years, its products may sit at the center of a huge tech trend.

Cryptocurrencies are tentatively recovering to begin the year’s third quarter. On July 3, Bitcoin (CRYPTO: $B...

Sandisk spun off from Western Digital in February 2025.

The fund's strong return hides a story of extreme concentration, with a few winners pulling the weight for hundreds of others.

Elon Musk's rocket and satellite company had a good start to life in the Russell 1000 this week and joins another major index on Tuesday.

Sandisk Corporation (NASDAQ:SNDK) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer mentioned the stock during the episode, as he remarked: Alright, now let’s talk about the winners… The winners for the quarter, the biggest gainers are the exact opposite […]

The Morning Bull - US Market Morning Update Friday, Jul, 3 2026 US stock futures are slightly weaker this morning, with S&P 500 contracts edging down around 0.01%, as investors weigh softer US data against rising borrowing costs. The US private sector added 98,000 jobs in June, fewer than in May and below forecasts, which hints that hiring is cooling but unemployment near 4.3% still points to plenty of people in work. At the same time, the ISM Manufacturing PMI sits at 53.3, so factories are...

SanDisk Stock Falls Hard. Wall Street Says the Long-Term Story Hasn't Changed

Sandisk could stay on its monster run to finish 2026.

SanDisk sinks 14%, Micron falls 5%, and Seagate drops 10% as investors price in a looming AI memory and storage supply glut.

The stock market had strong weekly gains, but it didn't feel that way with Sandisk and other AI plays selling off Thursday.

(Updates with market moves at the end of the day.) The Dow Jones Industrial Average rose to a rec

American employers added 57,000 new jobs last month, the Labor Department said Thursday. Memory stocks were particularly hard hit, with Sandisk falling 14.1% and Samsung Electronics declining 9.1% overnight.

SanDisk stock dipped 10% on Wednesday, but Bank of America sees more upside on the AI storage stock.

On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. “Intel, currently my favorite stock. CEO Lip-Bu Tan has turned this company around,” he said. He dismissed the mega-cap AI hyperscalers in favor of the chipmaker they all now depend on. The pick ... Jim Cramer Just Named His Favorite Stock, and It’s the Comeback Nobody Saw Coming

Delta stock has turned into a stock market leader as oil prices tumble and AI and semiconductor stocks come under heavy selling pressure.

Sandisk became the S&P 500’s top-performing stock in H1 2026 as AI demand fueled memory and storage growth. Can supply constraints and enterprise SSD demand keep driving the rally higher?

Palantir (NASDAQ: PLTR) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder. Palantir sells the software brain that runs enterprise AI. SanDisk sells the NAND flash memory that feeds hyperscaler datacenters. Comparing them shows how the AI buildout is minting winners at opposite ends of the stack. ... Palantir vs. SanDisk: Two Paths to AI Riches, One Winner

Samsung and SK Hynix drag global chip names lower.

Memory and storage stocks are sliding again Thursday morning, extending a rare pullback for a group that has posted extraordinary gains through 2026. SanDisk (NASDAQ:SNDK) stock is leading the declines, down 11% to $1,802 in midday trading. Seagate Technology (NASDAQ:STX) shares are off 7% to $852, Western Digital (NASDAQ:WDC) shares are down 7% to $556 ... SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Fluence Energy (NASDAQ:FLNC) ranks #4 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 31 Fluence Energy (NASDAQ:FLNC) is a battery energy storage systems company that sells large-scale grid-stabilizing battery solutions, software platforms, […]

The PHLX Semiconductor Index is up roughly 80% since the start of the year. Meanwhile, cloud computing giants have dragged. Chip stocks have gotten a boost from Big Tech’s massive spending on AI infrastructure.

The CEO of an AI investing start-up sees a bumpy road for tech stocks and suggests advisors use buffer ETFs or options strategies to protect client portfolios.

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Cerebras Systems (NASDAQ:CBRS) ranks #9 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: N/A Cerebras Systems (NASDAQ:CBRS) is an AI chipmaker that sells Wafer-Scale Engine (WSE-3) processors. Its customers are OpenAI and […]

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. QuantumScape Corp (NASDAQ:QS) ranks #3 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 35 QuantumScape Corp (NASDAQ:QS) is a battery technology company developing solid-state batteries for electric vehicles. The stock has plummeted […]

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. AST SpaceMobile (NASDAQ:ASTS) ranks #1 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 39 AST SpaceMobile (NASDAQ:ASTS) is frequently mentioned on Reddit by investors speculating about which stock could become the next SanDisk. […]

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?

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: N/A NETLIST (OTC:NLST) is a small-cap memory company that has caught the attention of retail investors who believe it could […]

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. The Metals Company (NASDAQ:TMC) ranks #5 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 24 The Metals Company (NASDAQ:TMC) is down about 30% so far this year but Redditors believe the stock […]