Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

REVEALED: Sandisk | Rare Historical Photos

NVIDIA's Next Breakout? Market Veteran Sees Plenty of Fuel Left in the AI Leader

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

What You Need To Know Ahead of Sandisk's Earnings Release

What You Need To Know Ahead of Sandisk's Earnings Release

Sandisk is expected to announce its fourth-quarter results in August, and analysts predict a significant jump in the company’s bottom-line figure.

2026's Hottest Stocks Turn Ice Cold in July: SanDisk Down 37%, Intel Drops 28%

2026's Hottest Stocks Turn Ice Cold in July: SanDisk Down 37%, Intel Drops 28%

The market’s most explosive first-half winners of 2026 are getting hammered in the second half, and the reversal has been swift and severe.

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Stock Index Futures Climb as Chipmakers Extend Rebound, Earnings in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.57%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.39% this morning, pointing to a higher open on Wall Street as a rebound in chipmakers gained momentum.

Global Market: AI-driven chip rally stumbles as investors question lofty valuations after sharp selloff

Global artificial intelligence stock rallies experienced a sharp setback last week. Investors are now reassessing expectations surrounding artificial intelligence spending optimism. The Philadelphia Semiconductor Index fell significantly, entering bear market territory after a strong year. Momentum investing also showed signs of fatigue, with several technology stocks declining. Upcoming earnings reports…

The Economic Times

Sandisk: What the Chart Is Trying to Tell Us

SanDisk stock has fallen about 40% from its June peak, breaking key $1,500 support amid an analyst downgrade and SK Hynix IPO volatility ahead of its August 5 earnings report.

SanDisk's 40% Drop From Peak: Value Trap or Once-in-a-Generation Buy?

Two investors can look at the same number — 7.9 times earnings — and reach opposite conclusions.

inkl

Read news from The Economist, FT, and more,
with one subscription

Which Storage Stock Is Best Positioned to Win the AI Memory War?

Which Storage Stock Is Best Positioned to Win the AI Memory War?

Seagate, Western Digital, and Sandisk have posted strong revenue and margin growth amid memory industry volatility, with analysts holding mostly Buy ratings and further upside on all three stocks.

AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price risk

AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price risk

The unusual move underscores how deeply the AI boom has entangled cloud providers with the volatile chip ‌market. To ⁠lock in ⁠supply amid soaring demand, thanks to a surge in AI infrastructure construction, cloud operators including CoreWeave have signed long-term agreements with memory and storage makers such as Micron and…

The Economic Times

SK Hynix Picked a Tough Time to Debut on Wall Street. Investors May Want to Wait Before Diving In.

SK Hynix Picked a Tough Time to Debut on Wall Street. Investors May Want to Wait Before Diving In.

Investing is as much about timing as it is about quality.

Wedbush Pounds the Table—Buy Sandisk Before August 5 Earnings

Wedbush Pounds the Table—Buy Sandisk Before August 5 Earnings

Wedbush raised its Sandisk revenue, earnings, and price targets above consensus, citing memory pricing trends, as analysts and institutions turn increasingly bullish ahead of earnings.

World's first 8TB SD and 4TB microSD cards are coming soon!

World's first 8TB SD and 4TB microSD cards are coming soon!

Expect them to cost an arm, leg, and most other body parts

Digital Camera World

Meta to put AI chip into production in September as it looks to double computing capacity

Meta to put AI chip into production in September as it looks to double computing capacity

The tech firm's data center chip, code-named "Iris," is part of a four-generation project for Meta Training and Inference Accelerators (MTIA) that it will design in-house. The plan is to use custom-built silicon to improve the AI that powers its Facebook and Instagram social media platforms.

The Economic Times

SanDisk has started sampling the tiny chip that will make 512TB SSDs possible in 2027, but don't expect them to cost under $300,000

SanDisk has started sampling the tiny chip that will make 512TB SSDs possible in 2027, but don't expect them to cost under $300,000

SanDisk's BiCS10 chip enables denser, faster NAND storage, paving the way toward costly future 512TB drives.

Get all your
news in one place.

100's of premium titles.
One news app.

Here’s Why Buying the Dip in Sandisk Stock May Pay Off

SNDK stock looks remarkably undervalued despite the company's solid growth outlook.

As SK Hynix Debuts on the Nasdaq, Wedbush Is Still Betting on More Upside for Sandisk Stock Too

The firm believes that there is further upside left for the stock.

Tom’s Hardware

Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge

Nanya Technology plans capex of more than TW$200 billion ($6.2 billion) in 2027, roughly four times its budget for this year.

Stock Index Futures Slip as Chip Rally Fades, SK Hynix Debut in Focus

September S&P 500 E-Mini futures (ESU26) are down -0.11%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.41% this morning, taking a breather after a chip-led rally in the prior session, with all eyes on the U.S. trading debut of SK Hynix.

Get all your
news in one place.

100's of premium titles.
One news app.

The Economic Times

Meta to put AI chip into production in September as it looks to double computing capacity, memo shows

Meta Platforms plans to manufacture its own artificial intelligence chip starting September. This initiative aims to significantly increase the company's overall computing power by next year. The custom-designed chip, code-named Iris, is part of a multi-generation project. Meta is working with Broadcom and Taiwan Semiconductor Manufacturing Co for design and…

International Business Times

Samsung's Earnings Failed To Impress: Is The Late June 'Tech Sale-Off' Over?

As stocks in Asia slip again, we talked to experts and analysts to figure out which way the market could go in the future.

SanDisk and Micron Risk Profit Squeeze from Chinese Memory Threat

Citi Wealth’s CIO Weekly Bulletin flags a subtle but important shift in the global memory landscape: China’s domestic memory chips are now "gaining international recognition."

Stock Index Futures Tumble as Oil Jumps After Trump Says U.S.-Iran Ceasefire Is Over, FOMC Minutes on Tap

September S&P 500 E-Mini futures (ESU26) are down -0.96%, and September Nasdaq 100 E-Mini futures (NQU26) are down -1.34% this morning as sentiment took a hit after U.S. President Donald Trump declared an end to the ceasefire with Iran, sending oil prices and bond yields soaring.

The Economic Times

U. S Stock Market today: Why are Nvidia, Micron Technology, Sandisk, Intel shares down on Tuesday?

U. S Stock Market on Tuesday: Chip stocks have been some of the biggest winners of the AI trade so far this year amid hopes of insatiable AI demand, though concerns of the sector ⁠being overbought as well as profit-taking by investors have led to some volatility lately.

Tom’s Hardware

Kioxia and Sandisk sample world's densest 3D NAND — new 332-Layer beats Samsung’s 400-Layer NAND

Kioxia, Sandisk begin to sample BiCS10 3D NAND: 332 active layers and over 29 Gb/mm2 areal capacity.

Nasdaq Futures Plunge as Samsung Sparks Chip Selloff

September Nasdaq 100 E-Mini futures (NQU26) are down -0.97% this morning as chipmakers came under renewed selling pressure after a blowout forecast from Samsung Electronics failed to impress investors.

1 2 3 4 5

People

203,403 stories

Christopher Waller

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

US Federal Reserve

Intel Corporation

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

399,419 stories

144,727 stories

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play