Tag: Sandisk Corp
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The big lesson from this week’s earnings: The AI buildout is not a zero-sum game
Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and crushed expectations.
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Nvidia earnings are boosting these other chipmakers. Here’s why
Nvidia posted blockbuster results, and the enthusiasm is spilling over into other parts of the semiconductor sector.
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From Nvidia earnings to trade war tape bombs, a simple strategy could be this week’s best bet
Mike Khouw gives a low-risk options strategy to play the next few weeks.
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Ken Griffin says Citadel unwound more than 80% of risk tied to Situational Awareness portfolio
In a letter to clients, Griffin addressed the firm’s purchase of assets from Situational Awareness for the first time.
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Micron CEO: AI has ‘totally changed’ the equation for the boom-and-bust memory industry
Micron CEO Sanjay Mehrotra said on Thursday that AI has dramatically changed the memory business.
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Contrarian vs. the crowd: One trader made a massive bet against chip stocks
The biggest single options trade in the entire market Monday was a $129 million bet against the VanEck Semiconductor ETF.
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Jim Cramer says it’s not too late to own any one of these 4 soaring memory stocks
CNBC’s Jim Cramer said the AI boom has transformed the historically cyclical memory industry, as demand and greater supply discipline support stronger profits.
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Eli Lilly and J&J bounce on new data, as software stocks give up last week’s gains
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Two memory stocks are reasserting themselves as leaders by clearing key levels, says Katie Stockton
The founder of Fairlead Strategies breaks down the technicals on these memory chipmakers.
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Believe the unbelievable in this market — things can be different this time
Here is what’s so amazing: These four unbelievably performing stocks remain the most hated and feared on Wall Street.
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