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US equity indexes ended lower on Tuesday after steep declines in mega-cap semiconductor and other te
I have been watching the memory chip cycle long enough to know that when Morgan Stanley's Joseph Moore, a 5-star analyst ranked 139 out of 12,314 Wall Street analysts, says something is a "fundamental repricing," it is worth stopping to understand exactly what he means. The note Moore shared ...
I have covered Micron several times in the past. And each time, the headline has been some variation of the same theme. The numbers keep getting bigger and bigger, the analyst targets keep moving higher, and of course, the artificial intelligence (AI) memory supercycle keeps defying the skeptics ...
Today, June 23, 2026, investors faced sharp volatility as rate-hike expectations and a South Korean tech sell-off rattled Wall Street.
The tech fund's impressive return looks broad, but a closer look reveals the heavy lifting was done by just a few of its holdings.
A South Korean memory selloff rippled through the U.S. on Tuesday morning, but Dan Ives isn't worried.
Investors are digesting a hawkish Fed, with risk-off sentiment driving a sell-off in AI and crypto
Single-stock leveraged ETFs were ticking time bombs. And they just blew up in Korea.
At $2,184 for SanDisk (NASDAQ:SNDK) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong, now have to catch up to the rally. SanDisk is the standalone NAND flash pure play spun out of Western Digital in February 2025. Micron is the ... Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
The Dow was up 50 points, or 0.1%, and on the upswing after dropping at the open. The S&P 500 was down 0.7%, while the Nasdaq was down 1.2%. The iShares Semiconductor ETF was still down 5.8%, but consumer staples, health care, real estate, utilities, financials, and communication services were all posting solid gains.
Shares of SanDisk (NASDAQ:SNDK) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher. Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares ... SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
Companies in The News Are: APGE, ABBV, DLR, META, SNDK
US stocks looked set for a sharply weaker open on Tuesday as a sell-off in technology shares deepens across global markets. Futures point to losses for the Nasdaq 100 of around 849 points, or 2.8%, while the S&P 500 is set to shed 1.3% and the Dow Jones to drop 0.4%. The weakness...
Anthropic appeared poised to become the next blockbuster public offering. Just weeks ago, enthusiasm surrounding artificial intelligence seemed unstoppable, private market valuations were climbing, and investors were already comparing Anthropic’s potential debut to SpaceX‘s (NASDAQ:SPCX) record-setting IPO. Yet markets can change direction in a hurry. A sudden global sell-off in technology stocks has raised an ... Will the Tech Stock Rout Force Anthropic to Pull Its IPO?
The market’s appetite for artificial intelligence and space technology helped fuel one of the most anticipated public offerings ever. Investors spent months waiting for SpaceX‘s (NASDAQ:SPCX) debut, and when shares finally began trading, enthusiasm pushed the stock far beyond its initial offering price. Yet history has a way of reminding investors that excitement and valuation ... The Biggest IPO in History Is Unraveling. Why SpaceX Stock Hasn’t Hit Bottom Yet
U.S.-Iran MOU eases market fears as oil falls below $80; investors also await PCE inflation data and MU earnings this week.