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Sandisk jumps as Bernstein raises price target to a Wall Street high of $1,250
Analysts even threw out a “blue-sky scenario” price target of $3,000 for Sandisk, should an even more bullish scene play out for both earnings and…
Intel announces custom chip collaboration with Google Cloud for AI
The stock rose a bit on the announcement.
Even with a fragile ceasefire in place, the energy crisis is far from over. Here’s what to watch for.
In a Q&A with Sherwood, commodities analyst Rory Johnston lays out how to better understand the oil market’s situation.
Data center trade revived on Iran war ceasefire
We’re so back.
Samsung’s massive Q1 fails to lift Sandisk, other data center plays
Most memory stocks were down Tuesday, as the surge in oil prices and ongoing war with Iran muted much of the AI data center trade…
Intel rises on news it will join Elon Musk’s Terafab project
Could this be the long-sought solution for the company’s floundering foundry division?
Iran war winners Dow, LyondellBasell downgraded by Bank of America
BofA analysts think this year’s war-related surge for petrochemical prices likely won’t last.
AI server cluster maker Penguin Solutions takes flight
The maker of server rack systems for AI computing soared on Thursday.
Space stocks rip during a topsy-turvy day for the equity market
The overall market is seeing a lot of volatility.
The Iran war oil shock gave the markets ’70s stagflation vibes
These trades suggest the market is pricing in some chance we’ll enter a high-inflation, low-growth economy.
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