Pomegra
Technology
NOTABLE
19h ago6 min read
Micron Technology Stock Jumps as Memory Rally Builds
Micron technology stock rose about 12% as SanDisk and Seagate also surged after CoreWeave said AI demand outpaces capacity and Morgan Stanley backed the dip.
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SNDK stock news & analysis
Everything Pomegra has published on SNDK: 30 news articles and 9 market briefs, newest first.
Market briefs on SNDK
- Memory Stocks Surge: Sandisk Up 16% After CoreWeave Earnings
Micron (MU) rose 11.9% and Seagate (STX) about 10% as CoreWeave's strong results eased AI spending fears.
19h ago
- SanDisk Stock Falls 5% Despite Earnings Beat, Stock Split
SanDisk (SNDK) shares closed at $1,330 as a Samsung miss hit memory stocks before its $11B quarter.
Oct 30
- Micron Stock Rises 1.7% as Memory Chip Rally Extends
Micron (MU) trades near $920 as SanDisk (SNDK) gains 1% and SK Hynix (SKHY) 2.7% on tight AI memory supply
Oct 27
- Western Digital Stock Jumps 6% as Chip Stocks Bounce
Western Digital (WDC) rose 6.09% as the chip index snapped an eight-day slide before Thursday's earnings.
Oct 20
- Nasdaq Rises 1.1% as Micron, Sandisk, AMD Rebound
Micron (MU), Sandisk (SNDK) and AMD bounced after steep drops as the S&P 500 added 0.4% and the Dow slipped.
Oct 20
- Micron Stock Falls 3% as China's CXMT Flags Denser Chips
Micron (MU) fell as Sandisk dropped 5.7% after China's CXMT said it will launch denser server memory chips
Oct 12
- Micron Stock Rises 4.1% on Bullish Analyst Call
Micron (MU) trades near 6x expected earnings as D.A. Davidson lifts its target 43% to $3,000 from $2,100.
Oct 8
- Seagate Stock Falls 14% After Toshiba Expansion Report
Seagate (STX) and Western Digital (WDC, down 14%) slid on a Toshiba plan to double hard-drive output.
Oct 2
- SanDisk Stock Jumps 6% as Rosenblatt Starts Coverage at Buy
SanDisk (SNDK) gets a $2,400 Rosenblatt target as AI demand locks in 65% of its FY2028 output.
Sep 23
SNDK news
Technology
MAJOR
Nov 55 min read
KOSPI Plunges 5% as SK Hynix, Samsung Sink on AI Fears
KOSPI fell as much as 5% on Nov 5 as SK Hynix and Samsung dropped 7-9% on fears a Democratic Congress will curb US data-center construction and permitting.
Technology
MAJOR
Nov 25 min read
Kioxia Falls 16% as NAND Price Gains Slow
Kioxia shares fell 15.8% after flat ¥2 trillion profit guidance, reviving doubts over AI memory demand, while Micron and SK Hynix stock traded higher.
Technology
MAJOR
Oct 295 min read
Sandisk (SNDK) Q1 2027: Revenue Hits $11B on AI Storage
Sandisk posted record fiscal Q1 2027 revenue of $11B, guided Q2 to $12.2-12.6B and set an 8-for-1 stock split for Nov. 19 on AI data-center storage demand.
Technology
MAJOR
Oct 285 min read
SK Hynix Q3 2026: Record Profit Lifts Micron, Nvidia
SK Hynix posted record Q3 2026 operating profit of 83.3 trillion won and a 100 trillion won payout plan, lifting Micron technology stock and AI chip peers.
Technology
MAJOR
Oct 235 min read
Micron Technology Stock Rebounds as Chip Rout Eases
Micron Technology stock rose about 3% premarket Friday as SanDisk gained 4% and SK Hynix 6%, bouncing back from Thursday's steep semiconductor selloff.
Economy
MAJOR
Oct 236 min read
10-Year Treasury Yield Drops to 4.95% on AI Fears
The 10-year Treasury yield fell 19 basis points to 4.95% on Thursday, its biggest one-day drop since March 2023, as a tech selloff sent investors into government bonds.
Technology
MAJOR
Oct 206 min read
Micron Technology Stock: Chip Rout Erases $2T in 2026
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
Technology
NOTABLE
Oct 145 min read
Micron Technology Stock Falls 5% on CXMT Memory Threat
Micron Technology stock slid as much as 5% after China's CXMT flagged denser server memory by year-end, pulling Sandisk and other memory shares lower.
Technology
NOTABLE
Oct 134 min read
Western Digital Falls 7.7% as UBS Trims Target to $470
Western Digital (WDC) fell 7.7% and Seagate (STX) 7.3% as memory stocks sold off and UBS cut its WDC price target to $470 from $525 on supply concerns.
Technology
MAJOR
Oct 136 min read
SoftBank Sinks 8.8% as AI Stocks Rout Hits Asia
SoftBank fell about 8.8% and Japan's Nikkei 2.6% on Oct. 13 as an AI stocks selloff spread across Asia on worries over AI financing and chip competition.
Technology
NOTABLE
Oct 45 min read
Seagate, Western Digital Slide on Toshiba HDD Plan
Seagate (STX) and Western Digital (WDC) fell about 10% after Nikkei reported Toshiba will double hard-disk output, hitting two of 2026's top AI stocks.
Markets
MAJOR
Sep 285 min read
OpenAI Training Halt Sends AI Stocks Tumbling
A sudden suspension of OpenAI's frontier model training rattled AI stocks Monday, pulling Arm Holdings, SanDisk, Oracle, Snowflake, and Intel each lower by more than 2% and renewing concerns over…
Markets
NOTABLE
Sep 127 min read
STX, SNDK Slide on Profit-Taking After Triple-Digit 2026 Runs
Seagate Technology and SanDisk pulled back sharply on Friday despite no new bearish catalyst, as investors rotated profits from two of 2026's most explosive ai stocks into the broader market rally.
Markets
MAJOR
Sep 67 min read
SanDisk Leads S&P 500 With 12% Gain on NAND Crunch
SanDisk surged 11.9% on Friday, September 5, to become the S&P 500's top performer as tightening NAND flash supply and AI data center storage demand triggered a sector-wide memory and storage rally.
Technology
MAJOR
Sep 56 min read
SNDK Surges 8% as Dell's AI Backlog Crowns Flash Storage
SanDisk shares posted their largest single-day gain in weeks after Dell Technologies named NAND flash as a critical AI supply constraint alongside a record $95 billion server backlog.
Technology
MAJOR
Aug 316 min read
Marvell Technology Stock Sinks on Margin Shock
Marvell Technology stock dropped roughly 10% on margin guidance despite record revenue, with contagion pulling Micron and SK Hynix more than 8% lower.
Markets
SEISMIC
Aug 245 min read
Apple China Chip Deal Torches Memory Stocks
The White House clears Apple to source NAND and DRAM from China's YMTC and CXMT, sending SanDisk down 9% and Micron and Western Digital each down 7% in a single Monday session.
Markets
MAJOR
Aug 206 min read
Micron, Western Digital Fall as AI Chip Names Diverge
Micron and Western Digital fell 5-7% on August 18 as rising Treasury yields and an AI spending report accelerated profit-taking in an extended memory sector.
Markets
MAJOR
Aug 196 min read
Memory Chips Selloff Drags Storage Sector Down 9%
Western Digital, SanDisk, Marvell Technology, and Seagate fell as much as 9% Tuesday as a Wall Street Journal report on the true scale of big tech's AI debt and a surge in long-term Treasury…
Technology
MAJOR
Aug 187 min read
Storage Stocks Dive as WSJ Flags $3T AI Exposure
A Wall Street Journal analysis revealing $3 trillion in off-balance-sheet AI commitments triggered a broad selloff in memory chips and hard drives stocks, with SanDisk, Marvell, Seagate, and…
Technology
MAJOR
Aug 155 min read
SanDisk Adds 7.4% as Investor Day Gains Compound
SanDisk rose 7.4% Friday, extending Thursday's 14% Investor Day surge as $93.9B in long-term contracts and an 80% gross-margin target drew broad Wall Street backing.
Markets
MAJOR
Aug 147 min read
SanDisk, Micron Surge as AI Upends NAND Supply
SanDisk jumped 13.6% and Micron gained 5% as SanDisk's Investor Day confirmed AI infrastructure spending has overwhelmed global NAND flash chip and memory wafer supply.
Technology
MAJOR
Aug 47 min read
Micron Climbs 5% as AI Bid Sweeps Memory Sector
Micron Technology shares surged nearly 5% Monday as renewed demand for AI infrastructure pushed DRAM chips and storage stocks broadly higher across global markets.
Markets
MAJOR
Aug 46 min read
Situational Awareness LP Exits $16B AI Book to Citadel
Situational Awareness LP sold its $16B public equity book to Citadel in a single block trade after 4x leverage turned a 439% gain into forced liquidation.
Markets
NOTABLE
Aug 37 min read
Chips: the Odd Sector Out as SOX Drops 1.9%
Semiconductors tumbled while the broader market rallied Monday, with Micron and Broadcom both retreating as the Philadelphia Semiconductor Index fell 1.9% in a session marked by a stark divergence…
Markets
Jul 297 min read
Asian Tech Stocks Extend Rout on AI Repricing
South Korean and Japanese semiconductor shares suffered their worst session in months as a trillion-dollar global chip selloff erased gains built on peak-AI-spend expectations.
Markets
Jul 297 min read
SMH Falls 10% as Semiconductor Index 25% Off June Peak
Chip stocks wiped more than $1 trillion in market value this week as SMH slid 3.8% Tuesday, extending the Philadelphia Semiconductor Index to 25% below its June 22 record and triggering fears that…
Markets
Jul 287 min read
CXMT Surges 466% in Shanghai Debut, Rattles Memory Rivals
ChangXin Memory's $8.6 billion Shanghai debut surged 466% on July 27, crowning it China's most valuable listed company while pressing Micron, SK Hynix, and SanDisk sharply lower.
Markets
Jul 267 min read
Sandisk SNDK in Focus as Growth Stock Before Earnings
Sandisk reports fiscal Q4 2026 results on August 5, with analysts forecasting 343% revenue growth and options markets bracing for a 25% post-earnings swing in SNDK stock.