US equity indexes were mixed this week as easing inflation and a drop in retail sales boosted the od
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SanDisk guided long-term margins below current levels, yet the stock rose 14%. Its five-quarter margin record explains why.

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

External factors have been weighing on Sandisk stock lately, but the memory specialist can still step on the gas.

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.
Argus argued that the recent correction created a more attractive entry valuation during a powerful memory-industry growth cycle.
While Sandisk is growing rapidly, investors anticipate softer NAND pricing ahead. This has weighed on SNDK stock.
Sandisk stock has been a huge winner over the past year, but more recently has seen its share sink.
AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.
Micron, SanDisk Stocks Tumble on Cooling Memory Market Warning
Sandisk reported strong fiscal fourth-quarter revenue of $8.97 billion, up 372% year-over-year, but shares fell after first-quarter guidance came in below analyst expectations.
SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.
Sandisk's revenue and profit exploded, but its enormous previous rally made even exceptional growth vulnerable to disappointment.
Shares of AI darlings Western Digital and Sandisk fell. Sandisk’s forward guidance was slightly below previous analyst estimates, while Western Digital’s outlook was in-line with expectations. Western Digital declined 13%, while Sandisk dropped 7%.
Sandisk and Western Digital both fell despite record quarterly results, a sign the AI trade may be stalling. With gold climbing and bitcoin holding above $64,000, is this a sign that traders are seeing capital rotating back toward crypto? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
One cautious outlook may obscure a powerful earnings cycle
Sandisk said pricing generated most of its recent revenue growth.
SanDisk plunged after soft revenue guidance, but strong AI memory demand remains intact. These ETFs offer a diversified way to buy the dip.
AI darlings Western Digital and Sandisk reported blockbuster results yesterday that showed that demand for data storage is alive and well. So why are earnings down in early trading? Sandisk's first-quarter guidance came in ever so slightly below analyst expectations.
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
SanDisk Drops After Forecast Misses Expectations Despite Strong Quarterly Results
The backdrop remains strong for memory chips and Sandisk, this AlphaSpace stat shows.
SanDisk reported fiscal fourth-quarter revenue of $8.97 billion, but its first-quarter outlook missed Wall Street expectations
SpaceX's post-IPO lockup expiration and weak results from Sandisk and AppLovin are weighing on tech stocks Thursday
Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.
Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.