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Western Digital Stock Drops After Big Earnings Beat

Western Digital Corporation (WDC) stock fell despite reporting strong Q4 earnings that beat consensus estimates and issuing optimistic Q1 guidance. The sell-off is attributed to an "expectations reset" and profit-taking after the stock had rallied significantly leading into the earnings report. Analysts, however, remain …

Western Digital Stock Drops As Earnings, Targets Surge

Western Digital (WDC) reported strong Q4 earnings, beating expectations with significant revenue growth and expanding margins, driven by demand for storage and NAND. Despite these positive results and raised price targets from analysts, the stock experienced a notable drop of 9%-11%, trading significantly below …

Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar

Quick Read SanDisk's investor day targets mid-to-high teens revenue growth and ~80% gross margins through FY2030, with 100% of excess cash returned to shareholders. New Business Model agreements with eight customers lock in two-thirds of FY2028 bits, giving SanDisk demand visibility that could reduce …

SNDK Stock Rallies After SanDisk Maps Out New Multi-Year Growth Plan, Targets 50% Adjusted Free Cash Flow Margin

SanDisk unveils long-term growth strategy at 2026 Investor Day; Shares surge 12%

Investing.com -- SanDisk (Nasdaq: SNDK) shares rose 12% following the company's "In Focus" 2026 Investor Day, where leadership outlined a highly optimized financial model, durable customer partnerships, and a leading NAND technology roadmap designed to drive sustainable long-term value in the AI era. "Our …

IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status

Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. …

SanDisk Corporation Stock (SNDK) Moved Up by 5.73% on Aug 13: What Signal Does It Send?

Seagate Technology Holdings PLC Stock (STX) Moved Up by 3.52% on Aug 13: Drivers Behind the Movement

Seagate Technology Holdings PLC (STX) stock increased by 3.52% due to strong demand for high-capacity enterprise data storage supporting AI infrastructure and positive reactions to its recent financial results. The company's Mozaic platform and build-to-order supply framework are strengthening its market position and long-term …

SNDK, WDC, MU, SMCI Stock Are The Top S&P 500 Gainers — Sustained Corporate Demand Anchored By SanDisk's Rosy Outlook Is Aiding Memory Stocks

Memory chipmakers SanDisk, Western Digital, Micron Technology, and Super Micro saw significant stock gains on Thursday after SanDisk provided an optimistic long-term outlook. SanDisk's 2026 Investor Day highlighted plans for sustained high non-GAAP gross margins and strong revenue growth through 2030, driven by expanding …

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM …

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their …

Can Strong AI Data Center Demand Help NVT Challenge VRT & SMCI?

nVent Electric (NVT) is experiencing significant demand from the AI data center sector, projecting strong double-digit growth and over $2 billion in data center sales by 2026, driven by liquid cooling solutions. This growth positions NVT to compete with industry players like Vertiv (VRT) …

Super Micro Computer Stock Surges Thursday: What's Driving the Move?

Stocks rise on broad sector strength: AlphaCheck

Good morning. Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September. Falling oil prices and strong earnings continued to stabilize markets. Here's a check of the markets in …

Why Sandisk Stock Keeps Falling and Whether It Is Worth Buying Now

Key Points Sandisk's recent quarterly results clearly indicate that the stock's slide is a buying opportunity. The phenomenal earnings growth that Sandisk is poised to deliver this year should send the stock surging. Buying Sandisk stock at its current valuation is a no-brainer. 10 …

Dell Rises 4% and HP 6% Premarket. Cisco Sinks 7%. What’s Causing the Biggest Premarket Moves?

Dell Technologies and HP are seeing premarket gains, up 4% and 6% respectively, driven by Lenovo's strong revenue growth and booming AI infrastructure demand, which suggests AI-driven server and premium PC demand is offsetting memory cost pressures. In contrast, Cisco Systems is down 7% …

Buy AI-Driven SNDK and AMKR to Benefit From Recent Stock Price Debacle

The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by artificial intelligence (AI)-driven capital expenditure in leading-edge logic, high-bandwidth memory ("HBM") and Test and Packaging components. Moreover, the enormous application of AI in day-to-day life has pushed up …

DELL Stock On Track To Top $500 For First Time As AI Server Boom Gets Fresh Fuel From Lenovo, SMCI

Dell Technologies (DELL) shares are poised to exceed $500 for the first time, fueled by strong earnings from Lenovo and optimistic guidance from Super Micro Computer (SMCI), boosting confidence in the AI server market. Analysts foresee significant growth for Dell due to increasing AI …

QTREX and U.S. Department of Defense Laboratory Target Q4 2026 to Formalize Joint Quantum Development Program

QTREX Quantum Ltd. is in discussions with a U.S. Department of Defense research laboratory to establish a joint quantum development program, targeting Q4 2026 for formalization. This program aims to address the critical interconnect layer in scaled quantum systems, utilizing QTREX's Additively Manufactured Electronics …

US Stock Preview | July PPI annual growth rate hits lowest level since March; SanDisk Investor Day kicks off at 21:00; Cerebras, Coherent, Cisco, and JD.com slide after earnings; Applied Materials to release earnings after hours

Arista Networks (ANET) Q1 2026 Earnings Call Transcript

Accelerant, Harmonic surge, Cisco slides premarket on margin outlook

Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates. By 06:19 ET (10:19 GMT), the Dow futures contract had risen by 112 points, …

Why Sandisk Stock Keeps Falling?

Key Points Sandisk's recent quarterly results clearly indicate that the stock's slide is a buying opportunity. The phenomenal earnings growth that Sandisk is poised to deliver this year should send the stock surging. Buying Sandisk stock at its current valuation is a no-brainer. 10 …

1 Services Stock Worth Investigating and 2 Facing Headwinds

1 Services Stock Worth Investigating and 2 Facing Headwinds Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. These firms have helped their customers unlock huge efficiencies, so it's no surprise the …

A U.S. defense lab already operates QTREX’s AME system

QTREX Quantum is in discussions with a U.S. Department of Defense research laboratory to formalize a joint quantum development program by Q4 2026. This lab is already using QTREX's additively manufactured electronics (AME) system for high-density cryogenic interconnects and RF/microwave pathways in quantum systems. …

Exxon, Dell and other big companies are reincorporating in Texas. Here’s why.

Texas is seeing a significant increase in public companies, including Exxon Mobil and Dell, reincorporating within the state, more than doubling the number from the previous year. This trend is attributed to multi-year efforts by state officials to establish Texas as a leading financial …

Super Micro Computer in focus as Bernstein ups price target after strong guidance (SMCI:NASDAQ)

Bernstein raised its price target for Super Micro Computer (SMCI) after the AI server manufacturer provided stronger-than-expected results and guidance. This news led to a significant increase in SMCI shares, which rose over 19% in early trading. The company's performance and outlook for FY2027 …

Stock Market News for Aug 13, 2026

Wall Street closed mixed on Wednesday as investors weighed the latest inflation reading and continued to monitor corporate earnings. The Nasdaq Composite and the S&P 500 ended in positive territory while the Dow ended in negative territory. How Did the Benchmarks Perform? The Dow …

Kioxia and Sandisk Unveil New High-Performance QLC 3D Flash Memory Technology Designed for AI and Data-Intensive Applications

Kioxia and Sandisk have introduced their new 9th-generation, high-performance 2Tb QLC 3D flash memory technology, specifically engineered to address the escalating storage demands of AI-driven infrastructure. This innovation leverages an advanced CMOS directly Bonded to Array (CBA) architecture, combining an advanced CMOS wafer with …

1 Mid-Cap Stock to Consider Right Now and 2 We Ignore

1 Mid-Cap Stock to Consider Right Now and 2 We Ignore Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, …

Mission Wealth Management LP Buys 57,027 Shares of HP Inc. $HPQ

Mission Wealth Management LP significantly increased its stake in HP Inc. by 145% in the second quarter, acquiring 57,027 additional shares. This brings their total holdings to 96,344 shares, valued at approximately $2.1 million. Despite HP reporting strong quarterly earnings that beat estimates and …

Infleqtion Stock Falls After Earnings Report. How NASA Boosted Revenue.

Infleqtion Infleqtion second quarter numbers tell a familiar tech growth story: near-term losses continued to widen, even as demand for its array of quantum technologies push revenue higher. Infleqtion ultimately reported a wider loss of 12 cents per share, though revenue beat projections at …

Prediction: Rigetti Computing Stock Will Be Worth This Much in 1 Year

Key Points Rigetti Computing developed some of the world's best quantum computing systems, but they aren't accurate enough to reliably solve real-world problems just yet. The company is generating a minuscule amount of revenue relative to its market cap of nearly $6 billion, and …

Marvell Technology, MACOM, Micron, Western Digital, and Semtech Shares Skyrocket, What You Need To Know

Shares of Marvell Technology, MACOM, Micron, Western Digital, and Semtech surged following upbeat earnings reports and bullish forecasts from key industry players, signaling strong demand for artificial intelligence technology. The rally was driven by positive results from AI-related firms like Super Micro Computer and …

Counterpoint Mutual Funds LLC Acquires New Holdings in HP Inc. $HPQ

Counterpoint Mutual Funds LLC has acquired a new stake in HP Inc. (NYSE:HPQ) by purchasing 315,607 shares valued at approximately $6,924,000 during the second quarter. This move comes as other institutional investors have also adjusted their positions in HP, with several increasing their holdings …