Semiconductor News & Analysis Feed
16 articles
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps a rough stretch for memory and storage names that had pulled back hard from last week’s highs.
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Both moves arrive alongside a broader rebound across the memory complex. The group had be
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Applied Materials (AMAT) Is One Of the Best High-Bandwidth Memory Stocks To Buy
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
AMAT
+7.22%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Evercore ISI analyst Mark Lipacis reiterated a Buy rati
2026-06-05
www.gurufocus.com
2026-06-05
GuruFocus
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2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
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2026-06-02
www.zacks.com
2026-06-02
Zacks Investment Research
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2026-05-28
www.msn.com
2026-05-28
MSN
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2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
pro.thestreet.com
2026-05-27
TheStreet Pro
HOME>MARKET-COMMENTARY
MARKET-COMMENTARY
Bionic Micron! Memory Stocks Surge; 10K Portfolio Blasts Off
Micron’s now a $1T market-cap stock; $10K Portfolio rockets up 25.7% since its start; memory basket names make big gains.
Stephen Guilfoyle·May 27, 2026, 7:55 AM EDT
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2026-05-25
www.cnbc.com
2026-05-25
CNBC
London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market’s cyclicality at their own risk.
The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM
2026-05-20
247wallst.com
2026-05-20
24/7 Wall St.
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2026-05-18
www.heygotrade.com
2026-05-18
Gotrade
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2026-05-11
stocktwits.com
2026-05-11
Stocktwits
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2026-05-09
www.msn.com
2026-05-09
MSN
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2026-05-09
www.barrons.com
2026-05-09
Barron's
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2026-05-06
www.cnbc.com
2026-05-06
CNBC
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