Pomegra
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.
Company hub
WDC stock news & analysis
Everything Pomegra has published on WDC: 30 news articles and 6 market briefs, newest first.
Market briefs on WDC
- 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
- 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
- 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
- Seagate Stock Falls 9.2% After Toshiba Capacity Plan
Seagate (STX) fell 9.2% and Western Digital (WDC) 6.9% on a Toshiba plan and a reported TDK bid fight.
Oct 7
- 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
WDC news
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 66 min read
Seagate, Western Digital Sink as Toshiba Doubles HDD Output
Seagate fell 9% and Western Digital 7% after Toshiba said it would double hard-disk output, challenging the supply scarcity behind this year's AI storage rally.
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.
Technology
NOTABLE
Oct 25 min read
Seagate, WDC Fall as Toshiba Plans to Double HDD Output
Seagate (STX) and Western Digital (WDC) fell 7% to 11% on October 2 after Nikkei reported that Toshiba will double AI data-center hard-drive capacity by fiscal 2027.
Technology
NOTABLE
Oct 24 min read
Nvidia Hits Record High, Leading Chip Rally in 2026
Nvidia shares reached an all-time high near $237.75 on October 2, their first record since May, as a $150 billion buyback and AI optimism lifted chip stocks.
Markets
SEISMIC
Sep 166 min read
Nike Exits S&P 100 After 79% Stock Collapse
Nike's 18-year tenure in the S&P 100 ends September 21 as NKE shares crater to a 12-year low, erasing more than $200 billion in market value since 2021.
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
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.
Economy
MAJOR
Aug 227 min read
30-Year Treasury Yield Hits 5.33%, 19-Year High
A surging U.S. deficit and sticky inflation drove the 30-year Treasury yield to 5.33%, a 19-year high, sinking the Nasdaq for three straight sessions.
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.
Business & Earnings
NOTABLE
Aug 85 min read
Western Digital Q4 2026: Earnings Beat, Guidance Disappoints
Western Digital's fiscal Q4 results surpassed Wall Street estimates on revenue and profit, but cautious sequential guidance triggered a selloff that dragged rival Seagate down with it.
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.
Business & Earnings
Jul 295 min read
Seagate Surges 8% on Blockbuster Q1 2027 Guidance
Seagate Technology's fiscal Q4 2026 beat and $7.30 per-share Q1 outlook—24% above Street consensus—sent STX 8% higher after hours, pulling Western Digital up 4% in sympathy.
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.
Markets
Jul 247 min read
AMD, Micron Lead Chip Stock Recovery on Azure AI Deal
AMD stock surged more than 8% and Micron rebounded sharply as Microsoft Azure's expanded AMD AI partnership reignited confidence in the semiconductor industry's growth trajectory.
Markets
Jul 77 min read
S&P 500, Nasdaq-100 Scale Records on Chip Stock Rally
Chipmakers led by Broadcom, AMD, and a broad semiconductor rebound powered Wall Street's key indices to record territory as the Philadelphia Semiconductor Index crowns a 101% first-half surge.
Markets
Jul 37 min read
Nasdaq Decline Deepens as Chip Stock Selloff Widens
Investors rotated out of semiconductor hardware into AI software, sending the Nasdaq lower and erasing billions in gains from a historic first-half rally.
Business & Earnings
Jun 266 min read
Micron MU Stock Soars 15% on Record AI Chip Earnings
Micron stock soared 15% after Q3 FY2026 revenue quadrupled to $41.5B on AI demand, with Q4 guidance of $50B far exceeding Wall Street's $43.6B estimate.
Markets
Jun 269 min read
AI Momentum vs. Geopolitical Risk: 2026 Markets
Global equity markets are holding near record highs in mid-2026 as AI infrastructure spending eclipses geopolitical shocks that have rattled commodity markets and tested investor nerves since the…
Markets
Jun 257 min read
SanDisk, WDC Lead Memory Rally; Semis Rise in Sympathy
SanDisk surged 11% and Western Digital climbed 7% after Apple confirmed unavoidable memory cost increases, lifting chip-equipment makers Lam Research, KLA, and Applied Materials in lockstep.
Markets
Jun 68 min read
AI Bulls Claim Debate Win as Stock Market Top Looms
Bulls declare the AI debate settled as the S&P 500 tops 7,600, but CAPE ratios near 40 and a $1 trillion chip selloff warn of a potential stock market top.
Technology
May 19 min read
SanDisk SNDK Stock Overview: May 1, 2026 — Earnings Surge Reshapes the NAND Landscape
SanDisk (SNDK) surged past $1,000 as Q3 FY2026 results shattered Wall Street forecasts, with revenue hitting $5.95B and EPS of $23.41 — fueled by a 233% data center explosion and a $6B share buyback.
Technology
Apr 136 min read
SanDisk Surges 6.4% as Nasdaq-100 Inclusion Ignites Institutional Wave
SanDisk Corporation (SNDK) climbed more than 6% on April 13, 2026, as markets absorbed the landmark announcement that the NAND flash memory giant will join the Nasdaq-100 Index on April 20. The…