One capacity announcement from Toshiba is splitting the storage trade in two, hitting the hard disk drive (HDD) makers heavily while the broader memory group barely moves. Seagate Technology Holdings (NASDAQ:STX |…
SanDisk spun off as an afterthought into a commoditized market and somehow became one of the best-performing large caps of the year. The real question is whether the conditions keeping its stock…
Seagate has already surged over 230% this year on the back of record margins and nearly sold-out capacity, but the real question now is whether the stock still has room to run…
A record quarter and an upbeat outlook are drawing sellers into Micron Technology (NASDAQ:MU | MU Price Prediction) stock, and the pullback carries the familiar shape of profit taking after a powerful…
Sandisk has surged over 600% this year on AI-driven storage demand and record margins, but the contracts protecting its downside may also be capping its ceiling. Whether this stock can push higher…
SanDisk has already surged hundreds of percent this year on record earnings and massive long-term contracts, yet one critical risk lurking inside its revenue breakdown raises questions about whether the rally can…
Memory stocks are sliding after a report that SK Hynix (NASDAQ:SKHY) could take its U.S. storage unit public as a separate company. SK Hynix stock is at $180.31, down 6% in early…
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 17% over the past month and trades at $1,066.01, a run that puts the memory maker near the front of the AI…
Seagate shares have already tripled in a year, yet analysts tracking hyperscaler storage contracts believe the real move is still ahead. Here is what the capacity allocation data reveals about where this…
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…
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 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 just delivered the most jaw-dropping quarter any US semiconductor company has posted this cycle, yet the stock is sliding and analysts are at war over what comes next. Where the smart…
