CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for…
At $2,184 for SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong,…
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…
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock…
Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG | GOOG Price Prediction) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report.…
After one of the most extraordinary rallies in semiconductor history, SanDisk (NASDAQ:SNDK | SNDK Price Prediction) sits at $1,958.80 after climbing 725.17% year to date and 4,342.73% over the past year. Our…
Vandita Jadeja SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is surging in Thursday trading, up 11% to $2,170. Western Digital (NASDAQ:WDC) stock is also flying, up 7% to roughly $764. The catalyst landed before…
Carter Worth, the founder of Worth Charting and a regular on CNBC’s Closing Bell, told viewers this week that the memory chip trade has gone too far, too fast. His call: trim,…
Western Digital (NASDAQ:WDC | WDC Price Prediction) stock is up 7% in Tuesday morning trading, changing hands near $701 and setting a fresh all-time high. The catalyst is a Morgan Stanley note…
Live Updates MOU Signed2:19pm ETPresident Trump has reportedly signed an MOU with Iran, sending the stock market soaring. The Dow Jones Industrial Average is up over 700 points to a fresh-all time…
Memory and storage stocks are surging on the morning of Monday, June 15, after news of a U.S.-Iran peace agreement reopened risk appetite across global equities. Micron Technology (NASDAQ:MU | MU Price…
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 6% in Friday morning trading, changing hands near $1,989, while Western Digital (NASDAQ:WDC) stock up 6% to $561. The bid adds another…
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps…
At $1,646.54, SanDisk (NASDAQ:SNDK | SNDK Price Prediction) looks fully valued. The June rebound has pushed the stock into the upper band of its 52-week range after a 593.63% year-to-date run, leaving…
Alex Sirois 
