Leopold Aschenbrenner's Situational Awareness AI hedge fund lost 67% of its value in July 2026, after nearly 50% of its US equity portfolio was invested in SanDisk and Micron, according to SEC filings…
SanDisk shares jumped 5% after the company announced multi-year hyperscaler contracts, signaling a shift away from volatile memory cycles, as Yahoo Finance's Julie Hyman analyzed via Yahoo Finance's A…
SanDisk shares surged roughly 16% after the company presented a bullish long-term growth outlook driven by AI demand, NAND flash technology advances, and enterprise storage expansion. The company's fi…
SanDisk has taped out its first High Bandwidth Flash (HBF) memory die, targeting product samples in 2027, with the technology promising up to 512 GB per stack and read bandwidths around 1.6 TB/s, with…
SanDisk's High Bandwidth Flash technology delivered 12.8 TB/s of memory bandwidth with 4 TB of capacity per GPU in simulation, closing to within 2.2% of HBM bandwidth for inference workloads. The stac…
SanDisk and SK hynix introduced High Bandwidth Flash (HBF), a new memory standard combining NAND flash with wafer bonding to deliver HBM-level read bandwidth at 8 to 16 times the capacity, targeting A…
SanDisk, newly independent from Western Digital as of February 2025, forecasts that KV cache will drive 35% of AI data center NAND flash workloads by 2030, presenting the projection at the Future of M…
Elon Musk said during SpaceX calls in 2026 that global memory supply is growing at roughly 20% per year while AI demand expands at 200% or more annually, making memory the biggest bottleneck for AI. T…
Morgan Stanley warned that the memory cycle will enter its late stage in the fourth quarter as price increases moderate and inventories build, signaling a potential end to the AI-driven memory price b…
Western Digital (WD) reported fiscal Q4 2026 revenue of $3.75 billion, up 44% year-over-year, with net income of $3.2 billion boosted by $1.7 billion from selling SanDisk shares. Full-year revenue rea…
Samsung Electronics unveiled zHBM, a memory architecture stacked directly on AI chips, at the Future of Memory and Storage conference in Santa Clara on August 4, claiming it runs eight times faster th…
SanDisk shares closed at $1,385.98 on Tuesday, up 7.6%, capping a 726% year-to-date rally that makes it the best performer in the S&P 500, ahead of its fiscal fourth-quarter earnings on August 5. The …
SK hynix Inc. and SanDisk unveiled the first standard specifications for High Bandwidth Flash (HBF), a next-generation storage technology, at the FMS 2026 conference in Santa Clara, California, on Aug…
Leopold Aschenbrenner's hedge fund Situational Awareness LP collapsed from $45 billion to roughly $10 billion in four trading days after margin calls forced liquidation, with Citadel buying its levera…
Leopold Aschenbrenner's forced sale of his hedge fund Situational Awareness's public equity portfolio, purchased by Citadel, triggered a rebound in AI-linked stocks like SanDisk, Bloom Energy, and Cor…
Situational Awareness, a US hedge fund founded in 2024 that bet heavily on AI supply chain stocks, saw its portfolio value plummet 67 per cent in July and was forced to sell billions of dollars in tec…
South Korea's KOSPI index posted its largest single-day gain in history on Friday, jumping 1,001.89 points, or 17.91%, to close at 6,595.45, as SK Hynix surged 29.95% and Samsung Electronics climbed 2…
Micron Technology and SanDisk stocks surged after Microsoft reported $90 billion in Q4 2026 revenue, up 18% year-over-year, with Azure growing 43% and $41 billion in quarterly capital expenditures. Th…
Samsung's semiconductor arm posted an operating profit of 89.2 trillion won ($62 billion) in the June quarter, a more than 250-fold jump driven entirely by the AI memory crunch, Bloomberg reported. Th…
SanDisk shares fell 14.3% on July 28, extending a three-day decline to 35%, after China's ChangXin Memory Technologies (CXMT) debuted on Shanghai's STAR Market with a $487 billion valuation, raising c…