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Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.
Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai stock market debut to surpass a $500 billion valuation. Micron Technology, Inc. (NASDAQ:MU) shares fell 5%, Sandisk Corporation (NASDAQ:SNDK) declined around 12%, while Western Digital Corporation (NASDAQ:WDC) also traded sharply lower on […]
SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.
In recent days, Western Digital reported strong fiscal third-quarter results powered by cloud demand tied to AI-related products, while investors broadly rotated back into higher‑risk technology names. Beyond the near-term optimism, Western Digital’s improved operating margins, stronger free cash flow, and growing AI-focused cloud revenue have become central to how investors assess its longer-term potential and risks. Now we’ll examine how this renewed focus on AI-driven cloud demand and...
FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.
The AI memory supercycle has emerged as one of 2026’s most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as […]
China's CXMT just pulled off one of the most explosive stock market debuts in history, and memory giants with triple-digit gains on the books are now facing a sector-wide reckoning that could upend the entire bull case for DRAM and NAND.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
American Superconductor heads into Q1 results with revenue growth expected, driven by Grid demand, data centers and Comtrafo business integration gains.
Seagate stock climbed in early trading Monday, bouncing back from a slide to close the week. Earning are due Tuesday.
Seagate’s and SK Hynix’s quarterly reports this week are the upcoming catalysts investors are watching.
Seagate's hyperscaler contracts stretch well beyond this year, its free cash flow just posted a triple-digit surge, and Q4 earnings land July 28. Whether that combination justifies the current price is a question the numbers answer in a surprising way.
Even though the shares have been among the top performers in the market, CNBC’s Jim Cramer still believes that Western Digital Corporation (NASDAQ:WDC) got lucky. The stock is up by 644% over the past year and by 173% year-to-date. Cramer’s sentiment about Western Digital Corporation (NASDAQ:WDC) repeats his earlier claims about the firm. For instance, […]
A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).
The Roundhill Memory ETF, which has more than doubled year-to-date, was down nearly 7% at the time of writing.
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is what is driving the group lower and what traders are watching into the close.
Wall Street is set for a tentative recovery on Friday after the previous session's technology selloff wiped roughly $800 billion from the market value of the so-called Magnificent Seven tech giants, with the world also waking to a new US tariff regime. Dow Jones futures were up 199 points or...
GSIT faces challenges from AI market competition, product development risks, SRAM dependence, supply chain constraints and rising costs that could impact its growth and commercialization efforts.
Western Digital stock has delivered very large gains over the past three years, yet the current share price still sits at a steep discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. This creates a clear valuation tension for anyone looking at the recent rally. Western Digital has returned about 18x over the past three years, which places the current valuation squarely in the spotlight after such an extreme move. Investor expectations around AI driven...
Western Digital's AI storage focus and stronger financial footing make it stand out against Super Micro as both target the booming AI infrastructure market.
After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.
AI has been THE trade for a while. But it’s been under pressure lately – and it presents an incredible opportunity.
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