The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
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Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday’s episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated: Some of you have complained […]
A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only tells part of the story behind today's volatile session.
SNDK's discounted valuation stands out as AI-driven NAND demand, enterprise SSD growth and multiyear supply deals reshape its growth story.
AI stock volatility has created discounts from 52-week highs. SNDK, WDC and CIEN stand out with strong growth drivers and upside potential.
The memory sell-off ran into a forecast it couldn't argue with.
Merger talks with Kioxia put Western Digital back in focus Western Digital (WDC) is again in the spotlight after reports of renewed merger discussions with Japan based Kioxia Holdings, centered on combining their NAND flash assets through either a share based deal or a spin off. See our latest analysis for Western Digital. The latest merger headlines arrive during a volatile stretch for Western Digital, with the share price up 12.5% in the last day but down 26.5% over 30 days. At the same...
Western Digital and Kioxia Holdings have restarted merger discussions focused on combining their flash memory assets. The talks center on creating a larger player in NAND flash that would pool data center and PC memory operations. Previous negotiations were affected by valuation differences and regulatory concerns, so renewed talks indicate that discussions have resumed. Western Digital, traded as NasdaqGS:WDC, is back in focus as the market evaluates what a tie up with Kioxia could mean...
Sandisk went public in February 2025, and just over a year later, the flash memory storage maker’s board of directors approved a plan to buy back shares. The repurchase comes as the company’s shares reached record highs well above its IPO price. Here's what current and prospective Sandisk investors ...
Sandisk stock is up some 470% year to date.
A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated
Sandisk stock is up 3,810% since it was spun off last year.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...
SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of the summer, and the next data point could flip the entire trade.
QMCO's ActiveScale revenue tripled as AI-driven storage demand grows, highlighting momentum in scalable, lower-cost cold storage solutions.
These memory and storage stocks have given back some gains recently and could now be more attractively priced options for growth investors to consider.
Technology stocks were surging early Tuesday but the beaten-down software sector was only enduring more pain as the artificial-intelligence trade sparked back into life. Chip stocks, including Intel, Micron and Marvell were among the biggest risers ahead of the open, along with memory storage names Sandisk and Western Digital.
The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.