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Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks
Insider Monkey86d agoneutral
Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going […]

Up 550% YTD, SanDisk Stock at $1,540: Buy, Sell or Hold?
24/7 Wall St.86d agoneutral
Up 550% YTD, SanDisk Stock at $1,540: Buy, Sell or Hold?

At $1,540, SanDisk (NASDAQ:SNDK) is a hold. After a parabolic 549.69% year-to-date move, the fundamentals look spectacular but the entry point demands discipline. SanDisk is the pure-play NAND flash vendor spun out of Western Digital in February 2025, manufacturing solid-state drives, embedded storage, and memory cards through its Kioxia joint venture extended through December 2034. ... Up 550% YTD, SanDisk Stock at $1,540: Buy, Sell or Hold?

Melius Research Raises PT on Micron Technology (MU)
Insider Monkey86d agoneutral
Melius Research Raises PT on Micron Technology (MU)

Micron Technology, Inc. (NASDAQ:MU) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 18, Melius Research raised the firm’s price target on Micron Technology, Inc. (NASDAQ:MU) from $700 to $1,100 and maintained a Buy rating. ​The firm noted that they remain optimistic regarding their long-term conviction in memory chips and […]

High Growth Tech Stocks To Watch In The US May 2026
Simply Wall St.86d agoneutral
High Growth Tech Stocks To Watch In The US May 2026

The market in the United States has been flat over the last week but is up 27% over the past year, with earnings forecast to grow by 17% annually. In such a dynamic environment, identifying high growth tech stocks involves looking for companies that demonstrate strong revenue growth potential and innovative capabilities to capitalize on future opportunities.

Samsung Strike Puts NAND Supply And Sandisk Story Under The Microscope
Simply Wall St.87d agoneutral
Samsung Strike Puts NAND Supply And Sandisk Story Under The Microscope

Samsung Electronics workers have announced a planned strike involving around 48,000 employees. The action targets Samsung's semiconductor operations, a key source of global NAND flash output. Any extended disruption could affect supply conditions for NAND suppliers, including NasdaqGS:SNDK. For NasdaqGS:SNDK, NAND flash sits at the core of its storage products for data centers, consumer devices, and enterprise customers. The planned Samsung strike comes at a time when AI build outs are...

Seagate stock price falls after CEO's rattling warning
TheStreet87d agobearish
Seagate stock price falls after CEO's rattling warning

A throwaway line from a CEO rarely moves an entire sector in a single afternoon. Dave Mosley managed it on Monday. Speaking at the JPMorgan Global Technology, Media and Communications Conference, as reported by Benzinga, the Seagate Technology (STX) chief was asked a simple question: would the ...

SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens
24/7 Wall St.87d agobullish
SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens

Memory stocks are bouncing hard at midday on Thursday after a punishing week for the sector. SanDisk (NASDAQ:SNDK) shares are up 9%, Western Digital (NASDAQ:WDC) stock is higher by 5%, and Micron Technology (NASDAQ:MU) shares are advancing 3%. The rebound follows a brutal five sessions in which each of the three was down between 4% ... SanDisk Soars 9%, Western Digital Rallies 5%, Micron Rises 3% as Memory Trade Reawakens

Jim Cramer on Seagate: “Too Pricey”
Insider Monkey87d agoneutral
Jim Cramer on Seagate: “Too Pricey”

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer commented on the company’s valuation, as he remarked: Seagate, again, too pricey, nearly 50 times next year’s earnings estimates. These are commodity companies. Seagate Technology Holdings plc (NASDAQ:STX) makes hard drives, solid-state […]

Jim Cramer on Sandisk: “Gotta Let It Come Down More”
Insider Monkey87d agoneutral
Jim Cramer on Sandisk: “Gotta Let It Come Down More”

Sandisk Corporation (NASDAQ:SNDK) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer highlighted the stock’s run over the last year, as he remarked: Sandisk, that stock’s up more than 3,000% over the past 12 months. Even up here, it only trades at just 20 times this […]

Jim Cramer on Western Digital: “That Seems Too Rich to Me”
Insider Monkey87d agoneutral
Jim Cramer on Western Digital: “That Seems Too Rich to Me”

Western Digital Corporation (NASDAQ:WDC) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer mentioned the stock during the episode and said: Western Digital’s down nearly 5%. It’s a memory stock that trades at 46 times earnings. That seems too rich to me. Western Digital Corporation (NASDAQ:WDC) […]

Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead
24/7 Wall St.88d agoneutral
Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

Stanley Druckenmiller’s Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings. For an investor whose track record predates most of today’s hedge fund managers, walking away from a ... Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% In