Tag: Sandisk Corp
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AI stocks plunge. Inflation heats up. Where we’re still finding opportunities
The sinking AI trade rattled last week’s market. But solid bank earnings and a rotation beyond tech gave us reasons for optimism.
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A second major Wall Street bank this week is telling clients to cash in tech stocks. Here’s why
Multiple banks are now expecting a down leg for the tech trade, which could broaden out performance in a healthy way.
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Why this little known Chinese chipmaker has caused a global stock rout
China’s leading memory chipmaker CXMT has reportedly made progress on new designs.
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You think Nvidia’s $235 billion buyback is big? Just wait and see what Micron might do
Micron’s expected repurchase program has the potential to be a really, really big number as a percentage of its market cap.
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No new stock highs, no problem: Options traders bet they’re coming in these names
Options activity shows traders anticipate fresh highs are around the corner for a handful of names.
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Sandisk has gained more than 600% in 2026. It still has room to run, Rosenblatt says
The investment firm initiated coverage of the data storage manufacturer with a buy rating.
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Leopold Aschenbrenner’s Situational Awareness is active in options market, sources say
Situational Awareness has been buying options positions in stocks including Advanced Micro Devices, Bloom Energy and Coreweave, sources told CNBC’s David Faber.
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AI is losing its stranglehold on the U.S. stock market. Here’s why
A key tech-stock volatility metric options traders have been watching all year is reversing.
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Memory stocks are pressing their summer highs. Where the charts show them going
Todd Gordon looks through the charts on the DRAM ETF as well as the broader tech sector.
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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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