A single brokerage note out of Seoul just triggered the biggest single-day drop in SK Hynix history, and the shockwaves are now tearing through U.S. memory stocks that were up as much…
Geopolitical friction is rattling semiconductor stocks and sending oil prices climbing just as corporate earnings season heats up. Here is what traders are watching as the pressure spreads across chips, space, and…
Wall Street analysts made bold moves Friday, reshuffling ratings across storage REITs, cloud communications, luxury homebuilders, and tech giants in ways that could reshape your portfolio heading into a pivotal earnings week.
Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week. Western Digital (NASDAQ:WDC | WDC Price Prediction) shares are up 7% to $589 and Seagate Technology…
The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU | MU Price Prediction), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT)…
Few stocks have run as hard as this one. Seagate Technology (NASDAQ:STX | STX Price Prediction) is up 485.78% over the past year and 216.08% year to date, riding a hyperscaler storage…
Vandita Jadeja Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is…
Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron…
Memory and storage stocks are sliding again Thursday morning, extending a rare pullback for a group that has posted extraordinary gains through 2026. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is leading…
Few large-cap stocks have rerated as violently in 2026 as Seagate Technology (NASDAQ:STX | STX Price Prediction). The hard drive maker has ridden a wave of AI-driven storage demand, HAMR product qualification…
Vandita Jadeja CNBC’s Oliver Renick highlighted a split in investor sentiment on his Options Action segment this morning. Melius Research initiated coverage of Seagate and Western Digital as Buy-rated stocks, with price targets about…
CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory…
Billionaire investor Stanley Druckenmiller has filed positions in three AI infrastructure semiconductor stocks, but the real question is whether the valuations still make sense after one of them surged over 600% in…
Seagate Technology (NASDAQ:STX | STX Price Prediction) has delivered one of the market’s most remarkable runs of 2026, with the stock up 297.98% year to date as AI-driven storage demand rewrites the…
Vandita Jadeja Live Updates Flash PMI1:12pm ETThe S&P Global manufacturing flash PMI came in at 55.7 for June, edging above May’s reading and clearing the 54.8 Dow Jones consensus estimate. But the stronger headline…
Gerelyn Terzo 
