MT Newswires1d agoneutral
Sandisk Long-Term Targets Signify Earnings Power, Wedbush SaysSandisk's (SNDK) long-term targets suggest Wedbush Securities' fiscal 2028 estimates understate the
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Investing.com1d agoneutral
Investing.com’s stocks of the weekInvesting.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.
Investor's Business Daily1d agoneutral
SK Hynix, IBD Stock Of The Day, Forming IPO Base But Actionable NowSK Hynix is the IBD Stock Of The Day as the South Korean memory-chip maker continues to benefit from high demand from AI data centers.
Yahoo Finance1d agoneutral
Stocks subdued as earnings season begins to wind down: AlphaCheckStocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.
24/7 Wall St.1d agoneutral
Here Are Friday’s Top Wall Street Analyst Research Calls: Cinemark, Digital Realty, Fox Corporation, Krystal Biotech, LTC Properties, Roku, Sandisk, T-Mobile US, Wayfair, and MoreWall Street flipped the script Friday with a wave of surprise upgrades and downgrades hitting names like Wayfair, Roku, and Fox Corporation, while cooler inflation data reshuffled bets across stocks, bonds, oil, and crypto all at once.
The Wall Street Journal1d agoneutral
U.S. Futures Steady After Closing HigherU.S. futures were flat lower after climbing in the previous session on soft inflation data.
Reuters Videos1d agoneutralVIDEO
S&P 500 notches record-high close as rate-hike worries ease<body><p>VIDEO SHOWS: N/A</p><p>STORY: Wall Street's main indexes ended higher on Thursday, with the Dow ticking up marginally, the S&P 500 adding nearly two-thirds of a percent to close at a record high, and the tech-heavy Nasdaq climbing more than eight-tenths of a percent.</p><p>Several chip stocks led the way, with shares of Sandisk surging nearly 14% after the memory chip maker said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout. </p><p>On the flip side, shares of Cisco fell more than 8% despite the AI infrastructure company a day earlier forecasting fiscal 2027 revenue above Wall Street expectations.</p><p>Eric Diton is president and managing director of The Wealth Alliance.</p><p>"Sandisk up double digits with just great numbers, great expectations for future revenue for margins, which by the way is what took Cisco down today. Cisco beat on earnings, beat on revenue, but the street focused on a little over a 2% drop in margin, and they beat up the stock pretty well. But generally speaking, the Nasdaq's having a great day, up roughly three quarters of a percent, led by the chips."</p><p>Elsewhere in the market, shares of Netflix climbed more than 5% after billionaire investor Bill Ackman unveiled a new holding in the streaming company as part of Pershing Square's biggest portfolio overhaul in years.</p><p>And shares of Tapestry plunged more than 16% after the Coach owner forecast muted annual revenue growth.</p><p>Meanwhile, fresh data showed U.S. producer prices were unchanged in July, while the number of Americans filing claims for unemployment benefits increased moderately last week, pointing to a stable jobs market.</p><p>Traders are pricing in a more than 60% chance that the Federal Reserve will keep interest rates unchanged at its meeting next month, according to CME's FedWatch tool.</p></body>
MT Newswires2d agoneutral
Update: S&P 500 Scales New Peak as Weak Wholesale Inflation Report Lifts Odds of Fed's Policy-Pause Extension(Updates with index/price moves from the first paragraph.) US equity indexes rose, with the S&P 5
Reuters2d agoneutral
Sandisk forecasts mid-to-high-teens revenue growth through 2030Sandisk on Thursday said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout. The company said the projection is in line with growth in the amount of storage capacity it produces, a metric the industry calls "bit growth." • Speaking at Sandisk's Investor Day, finance chief Luis Visoso said the company expects adjusted gross margins to remain at around 80% over the same period.
Reuters2d agoneutral
Tech stocks power S&P 500 to record high as oil prices, producer inflation easeBy Avinash P and Purvi Agarwal Aug 13 (Reuters) - The S&P 500 climbed to an intraday record high on Thursday, powered by advances in semiconductor and other heavyweight technology stocks, as a retreat
Investor's Business Daily2d agoneutral
Stock Market Today: Dow Rises On Surprise Inflation Data; Cisco, AI Name Cerebras Plunge On Earnings (Live Coverage)Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
Motley Fool2d agoneutral
Sandisk (SNDK) Q4 2026 Earnings Call TranscriptDatacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.
Bloomberg3d agoneutral
S&P 500 Earnings Are So Good Investors Are Starting to Worry(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears
TheStreet8d agoneutral
Bank of America doubles down on Sandisk stock after earningsMemory giant SanDisk’s (SNDK) Aug. 5 earnings report came with a difficult question hanging over the stock. After what’s been a monumental surge in NAND pricing and profitability, how much longer can it keep this up? As it has for the past several quarters, SanDisk blew past top- and bottom-line ...
Yahoo Finance8d agoneutral
What the vicious Sandisk bears are forgettingKeep this in mind about Sandisk.
GuruFocus.com8d agoneutral
Wall Street Revises Sandisk Stock Price Target After EarningsTop Wall Street Banks Stay Bullish on Sandisk Despite Weak Outlook
24/7 Wall St.8d agoneutral
Here Are Friday’s Top Wall Street Analyst Research Calls: Baker Hughes, Etsy, HubSpot, Instacart, JetBlue, Roku, SpaceX, Tower Semiconductor, Trade Desk, and MoreWall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as markets brace for next week's inflation data.
InvestorsHub8d agoneutral
US Jobs Report in Focus as Middle East Tensions and Corporate News Shape Markets: Dow Jones, S&P, Nasdaq, Wall Street FuturesUS stock futures traded close to unchanged on Friday as investors awaited the latest employment data, a key release that could influence the Federal Reserve’s next interest rate decision. Markets were also monitoring renewed geopolitical tensions in the Middle East following a fresh Houthi attack on Saudi Arabia, while reports suggested Iran and Oman are nearing an agreement over shipping through the Strait of Hormuz.
InvestorsHub9d agoneutral
Wall Street futures signal muted start as investors await U.S. jobs report: Dow Jones, S&P, NasdaqU. S. stock futures were little changed ahead of Thursday’s opening bell, pointing to another cautious session as investors looked ahead to Friday’s closely watched employment report for fresh clues on the Federal Reserve’s next policy move.
Proactive9d agoneutral
Nasdaq heading lower on earnings falls for AppLovin, Western Digital and SanDiskWall Street was predicted to see a mixed open on Thursday, as another batch of technology earnings undermines confidence and apparent progress towards an Iran deal raises fears of yet another false dawn. Dow Jones futures were up 57 points, or 0.1%, with the blue-chip index on course to build...
Reuters9d agoneutral
Sandisk, Western Digital drag on chip stocks as lofty expectations eclipse strong earningsData storage companies tumbled in premarket trading on Thursday after quarterly results from Sandisk and Western Digital failed to sustain momentum in an industry that has become one of Wall Street's hottest bets this year. Shares of Sandisk lost 9.2% to trade at $1,226.04, while Western Digital shed 14.6% and was last changing hands at $443.3. After the closing bell on Wednesday, both Sandisk and Western Digital forecast quarterly revenue that beat estimates compiled by LSEG, but fell short of high market expectations.