Actualités

It's a bullish start to the week for this memory maven.

SNDK vs. NTAP: Which Stock Is the Better Value Option?

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757.

SanDisk just delivered one of the most spectacular post-spinoff runs in recent memory, yet two converging threats could turn that triumph into a costly lesson for investors who move too soon.

The memory stock has been in a tailspin for over a month.

Yahoo Finance Senior Business Reporter Ines Ferre joins Opening Bid to discuss JPMorgan's (JPM) latest note, warning that the memory chip shortage could continue for at least two more years. Ferre also breaks down the S&P 500's (^GSPC) bullish run, which has produced 26 record closes in 2026.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Retail investors took advantage of the volatility in the market last month to again be net buyers of stocks, new data from Charles Schwab shared exclusively with Axios shows.

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next.

Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names in Silicon Valley are fighting to hand him even more money.

The memory maker's board just added $14 billion to a buyback it had nearly exhausted in two months. Can the cash flow funding it last?

Sandisk overdelivered from its guidance and is down sharply because of it. That doesn't make much sense.

Sandisk's meteoric rise has some wondering if a stock split is next, but the bigger story is whether its AI-fueled momentum can keep powering the rally.

Micron executives are scheduled to present at a Keybanc analyst event on Monday.

Sandisk stock has been a huge winner over the past year, but more recently has seen its share sink.

Hyperscalers are spending more than $700 billion on AI infrastructure in 2026 alone, fueling a surge in specialized memory chips.

Micron has been caught in the memory sell-off, but its AI-driven business makes it a different story.

SanDisk Corp. expects PC and smartphone shipments to decline sharply in 2026, but CEO David Goeckeler said rising storage capacity and market stabilization next year could support renewed NAND demand. SanDisk Sees PC and Smartphone Shipments Falling On Wednesday, during...

SanDisk delivered record earnings, but investors remain focused on whether the memory boom can last.

Supply may catch up to demand, but it won't happen anytime soon.

SanDisk Corp. said artificial intelligence is fundamentally changing how it works with customers, with CEO David Goeckeler describing a shift from short-term pricing negotiations to long-term strategic partnerships as demand for AI infrastructure accelerates. From Quarterly Price Talks To Long-Term...

SanDisk’s groundbreaking High Bandwidth Flash technology could redefine AI memory infrastructure. Should you hop in to buy SNDK now?

Two hot stocks, with one offering a few more advantages to investors than the other.

SanDisk (NasdaqGS:SNDK) and Kioxia announced a new Quad-Level-Cell QLC 3D flash memory platform that sets fresh efficiency and density benchmarks for the sector. The next generation QLC 3D memory targets higher bit density, read and write bandwidth, and power efficiency for AI workloads and large scale cloud infrastructure. The companies position the technology as a way to support data center scaling as AI training and inference requirements expand. For readers looking to turn this kind of...

AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.

Memory giant SanDisk’s (SNDK) Aug. 5 earnings report came with a difficult question hanging over the stock. After what’s been a monumental surge in NAND pricing and profitability, how much longer can it keep this up? As it has for the past several quarters, SanDisk blew past top- and bottom-line ...

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptical investors and flip a negative narrative.

Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning

SK hynix announces plans of investing $38 billion to build two new factories. Here’s what the disclosure really means for SKHY shares.