U.S. stocks were mixed on Tuesday, with the Dow Jones up 0.3% while the S&P 500 fell 0.1% and the Nasdaq dropped 0.3%, as tech and energy sectors declined. Nvidia fell over 2% ahead of its earnings re…
Micron Technology (NASDAQ: MU) reported fiscal Q3 revenue of $41.46 billion, up 345.72% year-over-year, with non-GAAP EPS of $25.11, and guided Q4 FY2026 revenue to $50 billion with non-GAAP EPS of $3…
The AI infrastructure supply chain is experiencing a multi-year bullwhip effect, with shortages cascading from GPUs to memory, CPUs, and storage, and data center construction costs soaring to over $20…
VDURA's August Flash Volatility Index puts a 30TB TLC enterprise SSD at $22,600, up from $3,460 in Q3 2025, while a comparable HDD costs $1,216, making the SSD 18.6 times more expensive. Western Digit…
Enterprise SSD prices have surged to 18.6 times the cost of hard drives per terabyte, with a 30TB TLC drive now priced at $22,600 compared to $1,216 for a nearline HDD, according to VDURA's August Fla…
CNBC reports that four memory stocks—Micron Technology, Samsung Electronics, SK Hynix, and Western Digital—are benefiting from the AI boom, but they differ in product focus and market positioning. CNB…
Micron Technology (NASDAQ:MU) trades at $937.11 with a 24/7 Wall St. 12-month price target of $966.70, implying 3.16% upside and a HOLD rating with 90% confidence. The stock has surged 228.54% year to…
The Roundhill Memory ETF (CBOE:DRAM) has roughly doubled since its April 2, 2026 inception, climbing about 107% to about $58, driven by an AI-driven memory upcycle. The fund, with 73% of assets in Sam…
Micron Technology announced a $10 billion investment over the next decade to establish Micron Labs, an innovation hub at its Boise headquarters, with support from the U.S. government. The lab will foc…
Seagate Technology (NASDAQ:STX) shares have surged 980.57% over five years to $832.56, driven by AI data storage demand for its Mozaic HAMR platform, and 24/7 Wall St. sets a $946.08 price target with…
Jim Cramer recommended four memory stocks on Monday, all up at least 188% year-to-date, citing AI-driven demand and disciplined supply as reasons for continued upside. Sandisk has surged 584%, Seagate…
SanDisk (NASDAQ:SNDK) shares have surged 3,911.79% over the past twelve months, from $44.54 in August 2025 to $1,629.67, driven by an AI-fueled NAND cycle, with 24/7 Wall St. setting a price target of…
Wall Street's main indexes closed lower on Tuesday, Aug 18, with the S&P 500 losing 0.69% to 7,691.76 and the Nasdaq Composite shedding 1.33% to 26,289.71, as rising bond yields and Middle East uncert…
Swedish fintech Klarna AB plunged about 20% on the Nasdaq after its Q2 report showed revenue beat and an unexpected profit but cut full-year forecasts, while Swedish electric truck maker Einride AB su…
CNBC's Jim Cramer said the AI boom has transformed the historically cyclical memory industry, with demand and greater supply discipline supporting stronger profits, and he identified four soaring memo…
Micron Technology and SanDisk shares climbed 7-9% in July 2026 trading sessions, recovering after a correction, as renewed investor confidence in AI infrastructure spending and analyst upgrades from B…
Nasdaq and S&P 500 traded near the flatline while Dow Jones declined, as AI optimism lifted semiconductor stocks after Bloomberg reported Anthropic's second-quarter revenue surged 14-fold. Sandisk ros…
Micron launched a $250 million fund to invest in AI startups that buy its memory chips, aiming to gain early insight into future demand for DRAM, HBM, and NAND. The move follows Micron Ventures' earli…
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…