Jason Chen, the chairman of Taiwanese PC maker Acer, walked into a room of reporters this month and said out loud what almost nobody on the supply side of the memory chip…
Wall Street's consensus target already implies strong gains for NVIDIA, but one bull case pushes far beyond what analysts are willing to say publicly. The path there hinges on three catalysts that…
One analyst's initiation on SanDisk sent shockwaves through every memory stock at once, and the reason why suggests this may be a very different kind of NAND cycle than anything the market…
SK Hynix (NASDAQ:SKHY) stock is falling 3% today to $189.79 despite Wolfe Research raising its price target on the memory-chip maker to $250 from $200. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock…
Citi just lifted its Micron price target, but here is the catch: even that higher number sits well below what Wall Street analysts collectively expect, raising the question of how much further…
Vandita Jadeja Keep an eye on Micron Technology (NASDAQ:MU | MU Price Prediction) into the September 30 earnings report. The stock is up 276.99% year to date at $1,075.31, sits on a roughly $1.21…
Shares of Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) are trading higher in Wednesday morning action even after investor Michael Burry disclosed adding to a short position against the company, along with…
Wall Street analysts are fighting over Micron more violently than they have in years, with targets ranging from a humble hold to a stunning $2,000 price, and a single line in the…
Omor Ibne Ehsan Rosenblatt Securities has initiated coverage of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) at Buy, and the note is powering a clean divergence between memory names and the broader U.S. market Tuesday morning.…
Micron just reclaimed four figures after a brutal pullback, and the bull case at this price rests on a structural shift in memory markets that most investors have not priced in yet.
Alex Sirois Micron slid for three months while the S&P 500 climbed, reopening a price-to-target gap that one prominent analyst now believes is far larger than the Street consensus suggests. Whether that gap represents…
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are moving against their own sector Monday afternoon, sliding while the rest of the memory complex trades higher. SanDisk stock is at $1,759.45, down…
Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.
Micron shares are up 247% this year and Wall Street has piled on with 92% bullish coverage, yet the stock sits nearly 40% below the consensus price target heading into a make-or-break…
Vandita Jadeja XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.
