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Futures fell as AI leaders Micron, Sandisk and more keep sliding. Home Depot beat views while Google I/O kicks off.

Western Digital is embedding post-quantum cryptography into Ultrastar drives as hyperscalers qualify quantum-ready storage security.

Citi reiterates a Buy rating on the flash memory supplier and boosts its price target to $2,025 from $1,300.

Home Depot rose 1.2% after the home-improvement retailer posted first-quarter earnings that beat analysts’ estimates and revenue rose 4.8% to $41.8 billion, with comparable sales up 0.6%. ServiceNow gained 4% and was set to build on its 9% jump in the previous session after Bank of America reinstated coverage of the software company with a Buy rating and a $130 price target. Agilysys jumped more than 15% after the hospitality software provider beat earnings and revenue estimates in its fiscal fourth quarter.

Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio profiting from the insatiable demand for AI hardware.

Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it’s 18%,” she said, adding that “that 18% is more than double what ... Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

By IPO Edge Editorial Staff For most of the last year, the bear case on Apple (AAPL) wrote itself. Tariffs would gut margins. China was a lost cause. The AI story had […]

Sandisk went public a little over a year ago, and it's now worth more than the company it spun off from.

Traders are trimming riskier assets as Middle East tensions, rising yields, and inflation concerns cool tech enthusiasm, today, May 18, 2026.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...

President Trump said he delayed a planned attack on Iran, but Sandisk, Bloom Energy and other AI leaders still tumbled.

Sandisk ride in AI storage trade faces May 20 mini-tender deadline as investors stay focused on tight NAND and soaring data-center demand.

Western Digital sees a bright future for HDD.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...

Ideally, Nvidia will have a big earnings day.

NVIDIA, Micron and Sandisk are highlighted as AI stocks with strong earnings growth and relatively attractive valuations.

The most talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher in the hours b

Sandisk is still a cyclical stock, but it's riding one doozy of an upcycle.

These AI infrastructure stocks are supplying the components that drive AI development.

The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.

These memory chipmakers have major expansion plans underway.

(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida

Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

Hedge fund Appaloosa, run by billionaire David Tepper, took an axe to many of its stock holdings in the first quarter of the year.

Sandisk and Micron trade below nine times forward earnings despite surging AI-driven demand for memory chips.

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.

The memory rally has been one of the most extraordinary moves of the cycle, and SanDisk (NASDAQ:SNDK) sits at the center of it. After a 3,197% gain over the past year and a 482% year-to-date run, the question is whether fundamentals can keep up with the multiple. Our 24/7 Wall St. price target for SanDisk ... Sandisk Price Prediction: Has the Rally Gone Too Far?

Even without China, Nvidia and Sandisk are selling chips as fast as they can manufacture them.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.