Actualités

SpaceX and Micron each have unique characteristics.

If Wall Street is right, it's a no-brainer buy now.

Rising DRAM and NAND prices could amplify the earnings effect of Micron's rapidly expanding data-center demand.

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 46.5% has outpaced the S&P 500’s 13.5% return.

J.P. Morgan resumes coverage of Sandisk stock while Citi doubles down on its bullish call on the heels of the storage provider’s investor day.

Consumer spending fell in July while Middle East hostilities weigh on risk appetite, today, Aug. 14, 2026.

New Street models more than $600 billion of cash and $150 billion of annual free cash flow by 2030

New Street upgraded Micron to ‘Buy’ from ‘Neutral’ with a price target of $1,250, implying an upside potential of about 29% from current levels.

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern.

A single investor day in Milpitas just sent shockwaves through Seoul, and the ripple effects are repricing an entire asset class that Korean giants are preparing to take public.

Shares of Sandisk (NASDAQ:SNDK) are up 7% to $1,630 in early Friday trading, extending Thursday’s blowout session. The rally spans the memory complex, with Western Digital (NASDAQ:WDC) stock up 4% to $505 and Micron Technology (NASDAQ:MU) shares up 3% to $978. SK Hynix (NASDAQ:SKHY) is up 2% to $169, Seagate Technology (NASDAQ:STX) shares are up ... Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market

SanDisk is up more than 20% across two sessions as Wall Street scrambles to reprice a memory stock that may have just rewritten the rules on cyclicality, and the gap between analyst targets and current share price tells a story worth reading.

Micron has surged over 600% in a year while insiders quietly unload shares at the highs, yet analysts still see substantial room to run. Something in this picture does not add up, and the answer changes how you think about the entire AI memory trade.

Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.

Inflation, earnings and chip stocks were top of mind for investors on Thursday.

Micron and Sandisk are primed to skyrocket.

Investor Day targets 50% free-cash-flow margins.

Sandisk and Micron are surging on blowout earnings, lifting a handful of memory ETFs with them, but which fund you own today could mean the difference between capturing the rally and barely feeling it.

One company's investor day just ignited a sector-wide rally, and the reason why has Wall Street rethinking everything it assumed about memory chip economics.

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City.

Sandisk (NASDAQ:SNDK) stock is surging 15% to $1,545.35 on Thursday as investors digest the memory maker’s new long-term financial model and growth strategy. Sandisk’s 2026 Investor Day laid out an ambitious framework for fiscal 2028 through fiscal 2030, including mid-to-high teens revenue growth, approximately 80% non-GAAP gross margins and approximately 50% adjusted free cash flow ... Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar

The best growth stocks promise to generate significant returns for your portfolio. But what are growth stocks, and how do you find the best ones?

South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story, with Coherent falling despite a beat and Micron moving in the opposite direction from its Asian peers.

Micron stock was slipping on Thursday as the recent rebound in the shares from a multi-week slump seemed to slow. Micron shares were down 0.3% in premarket trading after a near 5% rally on Wednesday. While demand for hardware used in artificial intelligence, such as memory chips made by Micron and peers such as SK Hynix remains resilient, a competitive threat may be looming, according to new research.

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.

Roth Capital analyst Suji Desilva cited Samsung’s settlement and SK Hynix’s license as precedents for potential licensing deals.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.