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Sandisk reported earnings on Wednesday.

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

Stocks kicked off Wednesday's session higher, extending the week's broad rally. The S&P 500 was on pace to set another record high, up 0.6%. The Dow Jones Industrial Average rose 1.1% or 600 points, also on track for a fresh record.

8.30am: ADP jobs softens US private-sector hiring slowed to 44,000 jobs in July from 98,000 in June, missing the 65,000 forecast and pointing to cooling labour demand. The softer reading could give the Federal Reserve more scope to cut rates, weighing on Treasury yields and the dollar...

Today Federal Reserve speakers: Fed governor Lisa Cook Economic data: the Energy Information Administration’s weekly petroleum status report, U.S. services PMI, global services PMI, ADP employment survey Earnings (a.

Western Digital (WDC) is in focus ahead of its fiscal fourth quarter earnings report on August 5, with investors watching how AI driven data center demand and high capacity hard disk drives are feeding into recent stock moves. See our latest analysis for Western Digital. Western Digital has seen strong momentum ahead of earnings, with a 7 day share price return of 18.73% and a 90 day share price return of 18.25%. Its 1 year total shareholder return is very large and reflects intense interest...

Hard drive makers Sandisk and Western Digital are due to report earnings after the closing bell Wednesday.

Anyone who bought a laptop or built a gaming PC this year already felt memory prices climb. DRAM and NAND flash have gotten steadily more expensive as AI data centers absorb nearly every chip factories can produce, according to a Bloomberg analysis. On August 3, SK hynix and Sandisk released the ...

Western Digital will report results for its fiscal fourth quarter after the closing bell on Wednesday, August 5, giving investors another important read on enterprise storage demand and the ongoing AI infrastructure buildout.

SIMO is posting record revenue, expanding margins and growing AI and enterprise storage exposure as investors weigh its premium valuation.

SIMO's shares slid despite record results as AI, enterprise storage and automotive growth fuel rising revenue and another quarter of strong guidance.

SIMO is expanding into AI infrastructure and enterprise SSD controllers as commercial production ramps and new customer deployments broaden its growth opportunities.

ROKU heads into Q2 earnings with Platform growth expected to offset device weakness as ad trends and the pending Fox acquisition remain in focus.

FOXA heads into fiscal Q4 earnings with World Cup-driven sports momentum, ad demand and streaming growth in focus as investors watch quarterly results.

For anyone holding shares, the market is pricing a future where the stock could either more than double or be cut in half, and that uncertainty is the risk you carry today.

The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed.

Today Earnings (a.m.): Merck, Pfizer, McDonald's, Caterpillar, Spotify, Apollo, TPG, Marathon Petroleum, Archer-Daniels-Midland, DuPont, Kimberly-Clark Earnings (p.m.): SpaceX, Advanced Micro Devices, ...

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.

NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with long-term contracts, creating a starkly different, and arguably safer, way to own the same demand.

SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.

TEAM is set to report Q4 earnings on Aug. 6, with cloud, AI and enterprise demand in focus as investors watch whether growth can offset spending pressures.

During the July 21 episode of CNBC’s Mad Money, host Jim Cramer addressed viewer complaints about managing technology allocations as memory and storage stocks experience short-term price surges. Cramer defended his commitment to mega-cap tech leaders, noting that short-term performance gaps do not change the long-term dominance of primary platform owners. Acknowledging recent market movements, […]

Western Digital (WDC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.

Western Digital has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.

WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?

Analysts have been setting new price targets for data-storage stocks, with most pointing to upside.

Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.