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The Roundhill Memory ETF (DRAM) is a proxy of the red hot memory chip sector.

Broadcom’s results triggered a selloff in memory and chip stocks on Thursday.

Broadcom’s downbeat AI outlook is rattling chipmakers even as the Dow notches fresh records, today, June 4, 2026.

Susquehanna’s bullish outlook on Sandisk reflects confidence that AI-driven storage demand and favorable memory-market dynamics could support further gains.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. June E-mini S&P futures (ESM26 ) rose +0.36%, and June E-mini Nasdaq futures...

Beyond the initial AI-fueled surge, it is how management leveraged that momentum that has Wall Street taking notice.

Could this $271 billion memory giant reach $500 billion soon?

Broadcom's AI chip news isn't as bad for Sandisk as you might have heard.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

Shares of Micron Technology (NASDAQ:MU) are down by about 7% to $1,004 in mid-morning trading on Thursday, June 4, after Broadcom (NASDAQ:AVGO) delivered an AI chip outlook that markets viewed as underwhelming. Broadcom shares are down 14% to $411 and change. The drop comes despite no Micron-specific news. It’s evidently a sympathy move tied to ... Micron Drops 7% as Broadcom’s Disappointing AI Outlook Triggers a Semiconductor Selloff

Investors just can’t seem to get enough of the memory and storage stocks, even after their mouth-watering parabolic moves. Micron (NASDAQ:MU) and South Korea’s SK Hynix are now $1 trillion companies. It’s hard to believe, but they’re rising up the ranks in a big way. And analysts across Wall Street still expect more from the ... Opinion: The Best Memory Stock to Buy Isn’t Named Micron or SanDisk

After a vertical run that has minted one of the most extraordinary rallies of this cycle, the real question for SanDisk (NASDAQ:SNDK) is whether the price has finally outrun the fundamentals. Our 24/7 Wall St. price target for SanDisk is $1,453.48, which sits below the current quote of $1,761.43 and implies a 17.48% downside over ... Price Prediction: Up 1400% in 2026, This Is Where We See SanDisk Heading

HON will own a large stake in Quantinuum following the IPO.

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

Semiconductor stocks declined as Broadcom's forecast weighed down the broader complex.

MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.

FEATURE The artificial-intelligence rally may be grinding to a halt. Technology stocks were getting hit hard on Thursday after mediocre revenue guidance from Broadcom caused investors to question how fast AI demand will accelerate.

It was nearly impossible to avoid these two AI names in May. Now June poses a critical question: buy, hold, or stay away?

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.

June Nasdaq 100 E-Mini futures (NQM26) are trending down -1.12% this morning as a disappointing forecast from Broadcom led investors to hit pause on the AI trade.

The Morning Bull - US Market Morning Update Thursday, Jun, 4 2026 US stock futures are mixed this morning, with broad S&P 500 contracts slightly softer while tech linked contracts edge higher, as investors weigh three big forces. First, the OECD now expects global growth of 2.8% in 2026 and US growth of 2.0%, a signal that the world economy is still expanding but not racing ahead. Second, the US 10 year Treasury yield is holding near 4.45%, suggesting borrowing costs for mortgages, credit...

Considering these tech companies' strengths, Nvidia, Meta Platforms, and Sandisk are trading at cheaper levels than you'd expect.

Sandisk Corp. (NASDAQ:SNDK) is one of the 10 Stocks With Remarkable Resilience. Sandisk climbed to a fresh all-time high on Wednesday, as investor sentiment was bolstered by Morgan Stanley’s highly optimistic outlook for its stock, having upgraded its price target by 59 percent. In intra-day trading, Sandisk Corp. (NASDAQ:SNDK) climbed to a record high of […]

Sandisk (NasdaqGS:SNDK) has completed its spin off from Western Digital and is now operating as an independent company focused on AI storage. The company has reported revenue that exceeded expectations following the spin off. Sandisk has entered into multi year AI memory supply agreements worth US$42b. The company is adopting new business models that aim to reduce the cyclicality of its memory operations. These changes come during an industry wide memory shortage and position Sandisk as a...

Today, June 3, 2026, oil racing back toward $100 and Iran-related tensions rattled risk appetite as AI bellwethers faced fresh bubble talk.

Growing demand and rising prices could mean even more gains ahead for these memory stocks, after a blistering rally in recent months, according to analysts at Morgan Stanley.

Morgan Stanley raised the firm's price target on SanDisk to $1,750 from $1,100 on Wednesday.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

US equity indexes were lower on Wednesday after the situation in the Middle East worsened following