NVIDIA, Micron, and SanDisk have already crushed the market in 2026, but analysts keep raising their targets anyway. Here is whether the valuation math actually supports another massive leg higher before 2027…
Anthropic's surprise IPO filing lit a fire under Seoul chip stocks, sending SK hynix surging as foreign investors piled in. Whether that momentum survives earnings on October 28 depends on one unconfirmed…
Seagate stock shed 30% in a single month even as revenue surged 48% and contracts locked in demand through 2028, leaving investors to decide whether the selloff is a warning or the…
TSMC, Marvell, and Micron all took hits this week, yet every management team says demand is still outrunning supply. Here is what each company needs to hit its boldest 2027 price target.
Counterpoint Research sees humanoid robot memory demand exploding this decade, but Elon Musk just cut memory on his own robot chips to hit production targets, and Micron investors are left wondering whether…
A Bank of America note arguing that memory customers are now locking in supply for years at a time is lifting chip and storage stocks together, and the group is beating the…
SanDisk just posted a record fiscal year yet sits nearly 50% below its 52-week high after a brutal month-long selloff. Whether that gap represents a rare opportunity or a warning sign depends…
Micron just posted revenue growth that left Wall Street analysts scrambling to revise their targets upward, but the real story is what five years of AI memory dominance could do to a…
SMH has handed long-term holders a staggering price run, yet the fund's annual payout tells a quietly unsettling story that most investors overlook when the share price keeps climbing.
AI servers are quietly driving up the cost of every laptop on the shelf, and the companies caught in the middle face a choice between shrinking margins and shrinking sales. How each…
SanDisk has shed a third of its value in a month even as its business posts record numbers and locks in nearly $94 billion in signed customer contracts. One top analyst sees…
SK Hynix just pulled the plug on a high-profile U.S. IPO for its Solidigm unit, and instead of punishing the stock, investors cheered. Here is what the scrapped listing reveals about the…
Selling in memory and storage stocks is running well ahead of the broader tech pullback, and a name with one of the year’s biggest gains is absorbing the worst of it. SanDisk…
Brad Gerstner says we are on the brink of superintelligence and whoever controls the most compute wins, but the company doing the heaviest spending may not be the one pocketing the profits.
Rambus sits 46% below its 52-week high despite posting record product revenue, and a major AI hyperscaler just handed it a design win that most investors have not noticed yet.
