In yesterday’s trading session, Wall Street’s major indices ended in the red. Memory chip stocks extended their declines after Google researchers touted a new compression technique that could lower AI memory needs, with Sandisk (SNDK) plunging over -11% and Micron Technology (MU) slumping about -7%. Also, Meta Platforms (META) tumbled nearly -8% and Alphabet (GOOGL) slid more than -3% as investors saw a long-term overhang tied to verdicts in a social media addiction trial. In addition, MillerKnoll (MLKN) sa ...

🏆 Gold has been pummeled. But there are 3 reasons why it may rebound.🔌 A stressed US power grid is forcing data centers to get more flexible . When demand is high, data centers are being pushed to sit back so the power grid doesn't get overtaxed.🏡 Serious mortgage delinquencies are on the rise as homeowner stress spreads . The number of mortgages over 90 days past due reached the highest level since 2022 .🛢️ How Trump went from saying Strait of Hormuz 'will open itself' to acknowledging Iran's power to cont ...

S&P 500 Falls Amid Middle East De-Escalation Uncertainty | Investing.com Iran conflict latest: Trump says Iranian negotiators "begging" for peace deal Gold drops amid mixed signals on U.S.-Iran de-escalation efforts Gold dip looks like a buy as central banks step in, Barclays tells investors Investors move back to cash in 2022-style shift, JPM says S&P 500 Falls Amid Middle East De-Escalation Uncertainty By Fiona Cincotta Stock Markets Published 03/26/2026, 09:55 AM S&P 500 Falls Amid Middle East De-Escalat ...

Sandisk Slips 6% as a $1 Billion Investment in Nanya Technology Divides Investors - 24/7 Wall St. S&P 5006,618.80 +0.14% Dow Jones46,602.80 +0.26% Nasdaq 10024,257.40 +0.09% Russell 20002,534.42 -0.11% FTSE 10010,100.80 +0.84% Nikkei 22553,878.00 +0.94% Investing Sandisk Slips 6% as a $1 Billion Investment in Nanya Technology Divides Investors By David MoadelPublished Mar 25, 9:17AM EDT Quick Read Sending You to Google News in 3 Sandisk (NASDAQ:SNDK) stock is down roughly 6% in Wednesday morning trading aft ...

Micron stock has benefited from the memory-chip boom but American investors are about to get an alternative play on the trend. ...

Group 1: Market Impact - The war in Iran has caused significant volatility in global markets, particularly affecting oil prices and creating uncertainty regarding the global economy [1][2] - The Asia-Pacific region is heavily impacted, with over 80% of oil and LNG from the Strait of Hormuz directed towards Asia, making it critical for countries like Japan and South Korea [2] Group 2: Regional Oil Dependency - Japan relies on approximately 95% of its oil and South Korea on 70%-75% from the Strait of Hormuz, leading to substantial effects from price spikes and supply shortages [3] - Both Japan and South Korea have begun releasing strategic oil reserves to manage energy access amid the crisis [3] Group 3: South Korean Market Performance - The South Korean stock market (Kospi) has more than doubled over the past year but is currently down 10% since the onset of the Iran war [6] - The Kospi has been one of the best-performing markets globally, driven by leading technology companies and automotive manufacturers [5] Group 4: Investment Opportunities - The iShares MSCI South Korea ETF (EWY) has seen a decline of over 10% since the war began, presenting a potential buying opportunity if the Strait of Hormuz reopens [9] - The ETF is heavily weighted towards Samsung and SK Hynix, which are key players in the memory chip market, and are expected to benefit from ongoing demand due to AI developments [11][12] Group 5: Future Outlook - The reopening of the Strait of Hormuz is anticipated, although the timeline remains uncertain, and the AI boom is expected to continue, positioning the EWY for potential superior returns [13]

Group 1: Micron Technology - Micron Technology is expected to report strong financial results, with revenue estimated to rise by 138% in the last quarter to nearly $20 billion and earnings-per-share (EPS) increasing from $1.56 to $8.65 [3] - The current quarter's revenue is projected to be $22.4 billion, up by 141% from the previous year, leading to an annual revenue jump to $79 billion from $37 billion [3] - Micron's stock has surged by 574%, bringing its market capitalization to over $479 billion, as it approaches its all-time high of $455 [2][3] Group 2: Lululemon - Lululemon's stock is currently trading at $157, its lowest level since September last year, and is 70% below its all-time high [7] - The company has faced significant challenges, including increased competition from brands like Nike and Adidas, and recent product recalls due to quality issues [7][8] - Analysts expect Lululemon's upcoming report to show a revenue decline of 0.96% in the last quarter to $3.56 billion [8] Group 3: DocuSign - DocuSign, a leader in cloud-based signature solutions, will release its financial results this week, having seen its stock drop from a high of $313 in 2021 to the current $47 [9] - Analysts predict that DocuSign's revenue will rise by 6.70% in the quarter to $828 million, with EPS moving from 86 cents to 95 cents [10]

Sandisk Corporation ( SNDK ) stock, like most other memory chip stocks over the past few weeks, has been consolidating as analysts and investors question the longevity of the current bullish industry cycle. In the past, the cyclicalityA seasoned consulting specialist at a leading Central Asian bank. The author behind Novo Capital brings half a decade of experience delivering strategic insight and analysis for the bank's clientele within the private banking branch. Launching the career back in 2020 after gra ...

US stock futures faltered on Wednesday as investors monitored latest developments in the Iran war fallout and braced for the latest inflation report to help shape expectations for the economy and Federal Reserve policy. Contracts on the S&P 500 (ES=F) and the Nasdaq 100 (NQ=F) were both roughly 0.1% lower. Dow Jones Industrial Average futures (YM=F) slipped 0.2%, after stocks closed Tuesday's volatile session little changed. Worries about the knock-on effects from the Iran war have dominated markets thi ...

Company: G Vernova - G Vernova received a double upgrade to a buy from Rothschild and Co and Redburn, with a new price target set at 1,000, which is approximately double the previous target of 560 [1][2] - The company is expected to benefit from surging demand for electricity tied to AI data centers, driving a stronger outlook for its core business in gas turbines [3] - The global gas turbine market is projected to exceed 100 gigawatts in both 2023 and 2027, with profit margins in the power segment potentially exceeding 30% [3] Company: Oracle - Barclays has adjusted its price target for Oracle, reducing it from 310 to 230, citing potential near-term margin pressure due to the company's accelerated push into AI [6][8] - Despite the price target cut, Oracle maintains an overweight rating, indicating continued bullish sentiment, with expectations for AI-driven revenue growth to pick up in the current quarter [7][9] - Oracle's stock is currently down more than 3%, reflecting market concerns over margin pressures associated with its AI initiatives [9] Company: Micron - Susahana raised its price target for Micron from 345 to 525, reflecting stronger pricing trends in memory chips, particularly for DRAM and NAND [10][11] - Analysts are optimistic about improving supply-demand dynamics in memory markets, which support higher estimates for Micron [12] - Another analyst, Citigroup, also raised its price target for Micron to 430, indicating bullish conviction ahead of the company's earnings [13]