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REVEALED: Sandisk | Rare Historical Photos

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.

Benzinga

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.

Barchart

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

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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.

MarketBeat

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.

Benzinga

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.

MarketBeat

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

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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.

Barchart

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.

MarketBeat

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

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

TechRadar

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

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

Barchart

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.

Barchart

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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.

Barchart

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.

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.

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Benzinga

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."

Barchart

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.

Barchart

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.

MarketBeat

Flash Crash or Cash? The AI Hardware Reset Investors Can’t Ignore

A $137 billion memory-stock sell-off sparked AI supply glut fears, but sold-out HBM capacity at Micron and margin gains at SanDisk, Western Digital and Seagate suggest tight supply persists.

MarketBeat

MarketBeat Week in Review – 06/29 - 07/03

MarketBeat's weekly roundup covers a weaker June jobs report, tech sector rotation, and top analyst picks including TSLA, AVGO, PLTR, MRNA, and NEE heading into Q2 earnings season.

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