Ten stocks, led by Micron Technology, drove nearly all of the Nasdaq-100's 20% gain in the first half of 2026, with Micron alone contributing 26% of the index's returns after its stock quadrupled. The…
Wall Street rallied on Tuesday, with the S&P 500 up 0.7% and the Nasdaq Composite gaining 1.3%, driven by AI-related stocks. SpaceX rose 3.6% ahead of its expected inclusion in the Nasdaq-100, while o…
Palantir stock has crashed 35% this year and fallen 45% from its 52-week high, despite strong first-quarter revenue of $1.63 billion. Analysts like Wedbush's Dan Ives argue the sell-off is overdone, c…
Wall Street opened higher on Monday after the US and Iran agreed to pause hostilities, with the Dow Jones, S&P 500, and Nasdaq Composite rising 0.3%, 0.4%, and 1.3% respectively. AI stocks traded mixe…
Elon Musk warned that the recent memory chip price surge is the largest he has ever seen, driven by insatiable AI demand for DRAM and high-bandwidth memory. The shortage has caused chipmaker stocks to…
Apple shares fell nearly 6% on Thursday, wiping out about $250 billion in market value, after the company raised prices on iPads and Macs by up to $200, citing skyrocketing memory costs driven by AI d…
Nasdaq futures surged 2.24% on June 25 after Micron reported an earnings beat and issued an upbeat outlook, while Qualcomm set a $15 billion data-center revenue target by 2029, boosting chip stocks. M…
Wall Street opened higher on Wednesday after Micron Technology's strong quarterly earnings report boosted other semiconductor stocks. The Nasdaq Composite rose 0.9%, the S&P 500 gained 0.8%, and the D…
Amazon's Prime Day deal offers the Sandisk 1TB Optimus GX PRO 8100 NVMe SSD at $289.99, a 17% discount from its usual $349.99 price, marking its first price drop. The PCIe 5.0 drive delivers read spee…
Micron Technology reported fiscal Q3 earnings that crushed expectations, with earnings per share of $25.11 versus $20.47 expected and revenue of $41.46 billion versus $34.7 billion expected. The stock…
Wall Street öppnade försiktigt på tisdagen med S&P 500 upp 0,1 procent och Nasdaq Composite upp 0,3 procent. Brentoljan föll 3 procent till 75 dollar per fat efter signaler om framsteg i Iran-konflikt…
A sharp selloff in South Korean stocks, driven by leveraged bets on AI-related semiconductor stocks, cascaded into US tech markets on Tuesday, highlighting that leverage in AI trading poses a greater …
US equities recovered most losses from the Federal Reserve meeting, with the S&P 500 up about 1% for the week, as Apple CEO Tim Cook indicated iPhone price increases due to rising chip costs, boosting…
Only 14% of Global 2000 organizations have a documented AI strategy with clear goals, according to a 2026 HFS Research and Altimetrik survey, despite nearly 90% of companies planning to increase AI in…
A Seeking Alpha contributor upgraded Sandisk (NASDAQ:SNDK) to Buy, reversing a previous bearish stance, citing rising edge AI deployments driving stronger-than-expected demand for higher-capacity NAND…
Western Digital, Micron Technology, and Sandisk hit all-time highs as AI infrastructure demand shifts focus to data storage, with shares surging over 200% in 2026. Ondo Finance launched tokenized vers…
A new ETF allows investors to buy shares of memory chip makers Micron, Sandisk, SK Hynix, and Samsung for under $100, addressing the AI memory bottleneck.…
The S&P 500 snapped a nine-week winning streak and the Nasdaq 100 suffered its worst day since April 2025 after a stronger-than-expected May jobs report sent yields spiking and slashed the implied odd…
Sandisk (SNDK) reported a 251% year-over-year revenue increase in Q3 FY26, driven by AI-related data-center storage demand, and posted a 78.4% gross margin with a zero-debt balance sheet. The company …
Micron and Sandisk shares fell more than 6% on Thursday after Broadcom's disappointing results dragged down the AI sector, while a Reuters report that SK Hynix received strong investor backing for its…