SanDisk's stock surged about 426% year-to-date in 2026, becoming the best performer in the S&P 500, driven by rising demand for AI-related memory storage. This contrasts with Nvidia, which, despite leading AI accelerators and strong revenue growth, saw a modest 6.4% gain in 2026 so far. Investors are favoring SanDisk as a pure play on the AI-driven storage shortage, reflecting a rotation within the AI sector from compute to memory. Nvidia's upcoming earnings report on May 28 remains a key event to watch for further market moves.
Recent market stability has given way to increased volatility driven by macroeconomic uncertainty and changing investor risk appetites. This shift signals a need for investors to adjust portfolio strategies, emphasizing risk management and selective ...
David Woo, a former Bank of America global macro strategist, calls the US interim deal with Iran a historic strategic loss that undermines US credibility and hegemony. He warns that the dollar's strength relies heavily on the artificial intelligence ...
Nvidia is set to issue up to $20 billion in investment-grade corporate bonds, its first bond sale since 2021, according to an SEC filing and sources. The company plans to use the proceeds for general corporate purposes, including repaying and refinan...
Chip stocks like Nvidia, Broadcom, and Intel rose over 2% amid optimism from a tentative peace deal with Iran and increased semiconductor demand fueled by geopolitical tensions over AI development. Qualcomm and Marvell Technology saw even larger gain...
Chip stocks led a broad market rally on June 15, with AMD shares jumping 8% to a record near $558, pushing its market cap above $900 billion. The surge follows AMD's launch of the Ryzen AI Halo platform, priced competitively against NVIDIA's DGX Spar...
