Sandisk Corporation SNDK

The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.

Micron Technology (NASDAQ:MU) reported record fiscal fourth-quarter and full-year results, with revenue, gross margin and earnings per share exceeding the high end of its guidance. Management said it expects fiscal 2027 to be another record year as artificial intelligence-related demand tightens mem

Moderna’s stock has been flying high lately. That has one group of analysts saying it’s time to sell.

Bond yields have climbed to levels not seen since before the global financial crisis, and capital is getting picky about where it goes. That pushes attention toward the companies supplying the chips, tools and factories behind AI data centers, where spending plans are still grabbing headlines. For investors, that shift in focus could matter. This article breaks down three semiconductor supply chain stocks from the screener that may be worth a closer look. The three semiconductor supply chain...

NVIDIA is up 23% this year, but Micron and SanDisk have left it in the dust with gains that few analysts thought possible. Now Wall Street is drawing a roadmap to prices that would require the whole cycle to repeat itself all over again.

Government borrowing costs are at their highest since just before the global financial crisis 19 years ago, and long bond yields now sit at multi decade highs. Expensive growth stories can struggle when the risk free rate offers more income on its own. That is why investors are hunting for chip related businesses with solid records and clear demand from AI. This article highlights three such stocks from our AI hardware supply chain screen. The three stocks covered below are just a sample, and...

Yahoo Finance Executive Editor Brian Sozzi takes a look at the biggest stories as the trading day kicks off, weighing in on Micron (MU), SanDisk (SNDK), Jensen Huang's big third quarter, and more.Rubrik (RBRK) CEO Bipul Sinha sits down with Sozzi for a conversation about the state of tech and cybersecurity.

Yahoo Finance Executive Editor Brian Sozzi takes a closer look at the strong market performances of Micron (MU) and SanDisk (SNDK) stocks ahead of Micron's earnings results.

Bernstein maintained Outperform ratings on both SanDisk and Micron.

Inflation data, Micron earnings loom after Treasury yields pressured stocks, but not Bloom Energy and other AI plays.

A quick check in on the beast that is Sandisk.

Sandisk (SNDK) is back in focus after management’s appearance at the 5th Global Memory Innovation Forum on September 23, 2026, which gave investors fresh context for this year’s extreme share price swings. Sandisk’s share price has been whipsawed by AI‑linked headlines and memory cycle checks, with a 1‑day share price return of 0.98%, a 30‑day share price return of 16.48%, and a 90‑day share price decline of 14.88% around events like Micron’s earnings updates and the new US$14b buyback...

MILPITAS, Calif., September 29, 2026--Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal first quarter earnings conference call on Thursday, October 29, 2026, at 1:30 p.m. Pacific Time.

Nvidia fell 0.7%, reversing from Monday’s gains, when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. Navitas Semiconductor closed flat, erasing earlier gains seen after it received a U.S. Army grant to develop power semiconductor technology. The company has faced a recent slump in its share price, navigating recent quarterly losses and a patent dispute with peer Wolfspeed.

SK Hynix is surging while Seagate slides and Micron barely budges, and that split inside the memory trade raises a question worth answering before the next move arrives.

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 survive what comes next in the NAND cycle.