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US stock futures traded close to unchanged on Friday as investors awaited the latest employment data, a key release that could influence the Federal Reserve’s next interest rate decision. Markets were also monitoring renewed geopolitical tensions in the Middle East following a fresh Houthi attack on Saudi Arabia, while reports suggested Iran and Oman are nearing an agreement over shipping through the Strait of Hormuz.

Roundhill CEO Dave Mazza called the memory pullback a leverage-driven “shakeout and repositioning,” even as DRAM attracted fresh inflows.

A mix of high expectations, profit-taking, and a slight dip in valuations has sent S&P 500 stocks sputtering even after solid earnings reports.

SanDisk and Western Digital stocks inched higher overnight after two days of sharp losses, but analysts say moderating growth is beginning to raise red flags.

Today, Aug. 6, 2026, software and cloud names tumbled as investors question valuations while geopolitical tensions added fresh headwinds.

Western Digital delivered expanding margins and strong guidance, but extraordinary expectations left little tolerance for an ordinary beat.

Shares of AI darlings Western Digital and Sandisk fell. Sandisk’s forward guidance was slightly below previous analyst estimates, while Western Digital’s outlook was in-line with expectations. Western Digital declined 13%, while Sandisk dropped 7%.

Western Digital stock has posted a very large 3 year return while current valuation checks suggest the shares still screen as undervalued on both intrinsic value and market multiple views. After a sharp pullback in recent weeks and fresh news around long term AI storage demand, investors are weighing how much of the story is already reflected in the current price. Over the past 3 years, Western Digital has delivered a very large total return, which puts a lot of focus on whether the current...

Sandisk and Western Digital both fell despite record quarterly results, a sign the AI trade may be stalling. With gold climbing and bitcoin holding above $64,000, is this a sign that traders are seeing capital rotating back toward crypto? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Western Digital, Micron, SK Hynix and Samsung also moved lower.

The contracts that put a floor under its record margins also cap what rising memory prices can add.

Sandisk said pricing generated most of its recent revenue growth.

Sandisk Triggers AI Chip Selloff With Weak Outlook

Western Digital Crushes Earnings, But Investors Hit the Sell Button

The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 an

The AI revolution is alive and well, and Western Digital stock is doing swell.

Western Digital Corp (NASDAQ:WDC) shares fell 11% Thursday after the data storage company reported fiscal fourth quarter results that beat Wall Street estimates, but its margin outlook fell short of the elevated expectations set by rival Seagate. Western Digital expects fiscal first quarter...

AI darlings Western Digital and Sandisk reported blockbuster results yesterday that showed that demand for data storage is alive and well. So why are earnings down in early trading? Sandisk's first-quarter guidance came in ever so slightly below analyst expectations.

Western Digital (NasdaqGS:WDC) says customers are already negotiating AI storage contracts that run through 2031. The company reports multi year discussions covering AI related storage needs, giving unusually long visibility into demand. Management highlighted that some agreements under discussion would secure capacity up to five years ahead for AI infrastructure customers. This kind of long horizon AI infrastructure planning is not unique to Western Digital, so it can be useful to compare...

Western Digital's AI storage demand, pricing gains and higher-capacity products support another growth quarter and continued margin expansion.

Sandisk and Western Digital shares fell sharply Thursday, despite exceeding Wall Street’s quarterly sales and profit estimates.

Aug 6 (Reuters) - The benchmark S&P 500 and the Nasdaq opened lower on Thursday, weighed by a drop in technology stocks as strong forecasts from Western Digital and Sandisk failed to impress, while

Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.

Shares fell more than 9% after an upbeat forecast failed to satisfy investors following the stock's threefold rise.

Wall Street was predicted to see a mixed open on Thursday, as another batch of technology earnings undermines confidence and apparent progress towards an Iran deal raises fears of yet another false dawn. Dow Jones futures were up 57 points, or 0.1%, with the blue-chip index on course to build...

Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.

Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising treatment before the opening bell.

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.