Vanguard U.S. Momentum Factor ETF (VFMO) has been downgraded from Buy to Hold because it has underperformed and tends to capture momentum in stocks late, after initial price rallies. While VFMO's diversified exposure to small- and mid-cap stocks is a strength compared to large-cap focused peers, recent additions like Sandisk and Marathon Petroleum came after significant price increases, limiting potential gains if momentum fades. Despite attractive valuations and solid fundamentals, VFMO's higher volatility and weaker performance relative to benchmarks like the S&P 500 reduce confidence in its near-term prospects.
Sandisk Corporation reports that customers are extending contracts and buying more NAND storage, indicating AI storage demand is surpassing expectations. The company aims for mid-to-high teen bit growth without increasing wafer capacity, potentially ...
Sandisk Corporation faces a critical phase as it works to maintain and grow its earnings despite a potential stabilization in NAND supply and less favorable pricing. The company has secured multi-year agreements covering a significant portion of its ...
Memory stocks like Micron, SanDisk, and SK Hynix dropped 6-7% following calls from Anthropic and OpenAI CEOs to slow AI development. These stocks are heavily tied to AI infrastructure demand, so investor concerns about a slowdown in AI training have ...
Sandisk Corporation, newly independent from Western Digital, reported nearly triple revenue growth and an 84.6% non-GAAP gross margin in fiscal 2026. This strong performance is fueled by high demand in AI infrastructure and datacenters, which has boo...
Jim Cramer highlighted large flex-call option purchases in tech and energy stocks like Bloom Energy and Intel, raising questions about the buyer's identity. Weeks earlier, a House disclosure showed Pelosi's spouse had bought shares and call options i...
