Western Digital has beaten earnings five straight times, yet the stock keeps falling as a supply threat from a rival threatens to unravel the entire bullish case that has one Wall Street…
Applied Materials just posted its fifth consecutive earnings beat while the stock cratered 22% in three months, and at least one Wall Street firm thinks that disconnect points to one of the…
Seagate shares cratered 15% in a single week even as analysts refused to cut a single earnings estimate and the stock still sits nearly 52% below where the average price target says…
SK Hynix (NASDAQ:SKHY) stock is down 6% to $153.04 in early trading as a Seoul selloff carries into U.S. markets. It’s been a rough ride as SK Hynix’s Seoul-listed shares posted a…
Memory and storage shares are slipping as news of a Chinese rival’s chip work spreads across the group. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is down 6% to $1,484.21 in early…
Memory stocks are falling as a Chinese rival flagged progress on a denser server chip design that targets the most profitable corner of the industry. Micron Technology (NASDAQ:MU | MU Price Prediction)…
Western Digital survived two brutal price halvings, a five-year dividend blackout, and an activist breakup campaign before AI storage demand rewrote the story. Whether that rewrite holds depends on one unpredictable customer…
Memory chip makers that sell their output years in advance are pulling away from a softer technology market, and the gap is widest in shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction)…
Western Digital shares sit nearly 45% below their peak while analyst estimates keep climbing, leaving investors to decide whether a supply scare just created a rare buying opportunity or a warning sign…
Toshiba’s plan to build more hard disk drives is landing on its two U.S.-listed rivals and not hurting the memory chip stocks around them. Western Digital (NASDAQ:WDC | WDC Price Prediction) stock…
Seagate just shed billions in market cap on a single Toshiba headline, yet its nearline drives are locked into contracts stretching deep into 2027. Whether Friday's selloff was a warning shot or…
A weekend of research notes is pulling hard disk drive (HDD) stocks out of a selloff tied to Toshiba. Both stocks are leading the rebound. Shares of Western Digital (NASDAQ:WDC | WDC…
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…
