Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.
As industry analysts warn of a critical NAND wafer shortage in 2026-2027, SanDisk's stock soars. Jim Cramer highlights the memory maker's positioning, with Mizuho and Benchmark raising price targets significantly on expectations of a 330% price spike.
SanDisk's Q2 2026 earnings reveal a 31% sequential revenue surge to $3 billion, driven by AI infrastructure build-out. The company highlights a fundamental industry shift towards long-term agreements as data center demand, now the largest NAND market, reshapes commercial dynamics.
Laura Fernandez, a close ally of outgoing populist President Rodrigo Chaves, has been elected Costa Rica's next leader. She pledges to continue his transformative agenda, including constitutional reforms and emergency measures to combat drug violence, signaling a profound shift for the nation.
With over half the early vote counted, governing party candidate Laura Fernandez appears poised to secure a first-round victory, potentially avoiding a runoff.
While the industrial sector has surged ahead of the broader market, not all companies are positioned to weather an economic downturn. We examine three industrial stocks where valuation and business model concerns suggest investors should proceed with caution.
SanDisk shares skyrocketed following a blowout Q2 report, with Cantor Fitzgerald arguing the rally has further to run, driven by AI demand and favorable NAND pricing dynamics.
SanDisk's fiscal Q2 2026 results smashed expectations, fueled by surging AI infrastructure needs and a tightening NAND market. The company announced a pivotal move towards multi-year commercial agreements, forecasting even stronger growth ahead.
Philippine Vice President Sara Duterte, a leading contender for the 2028 presidency, faces renewed impeachment efforts filed by civil society groups. The complaints allege corruption and abuse of public trust, deepening the political rift with President Ferdinand Marcos Jr.'s administration.
Laura Fernández, former chief of staff to President Rodrigo Chaves, holds a commanding lead and could secure an outright victory, promising to double down on the incumbent's hardline security agenda.
Costa Ricans cast ballots Sunday in an election defined by soaring narco-violence, with ruling party candidate Laura Fernandez, promising a Bukele-style crackdown, favored to win. The vote signals a potential rightward shift and constitutional showdown in a nation struggling with its transformation into a major drug trafficking hub.
Shares of the flash memory leader surged after quarterly results demolished Wall Street estimates, fueled by insatiable demand from cloud and AI infrastructure builders.
As the generative AI boom matures, profitability remains elusive for many software firms. We examine why investors are shifting focus to the essential hardware enablers, spotlighting Micron and Broadcom.
Amid a patchy eurozone recovery, investors are scanning the market's fringes for potential. We spotlight three small-cap stocks from Norway and Sweden, each navigating unique challenges while showing flashes of promise for the discerning, risk-tolerant investor.
Erfan Soltani, a 26-year-old Iranian detained during recent anti-government protests and reportedly facing execution, has been released on bail. His case became an international flashpoint, highlighting tensions over Tehran's crackdown and U.S. threats.
As Bitcoin tumbled below $80,000, a stark divergence emerged: options markets flashed warning signs while prediction contracts remained oddly calm, exposing a fundamental clash in how crypto markets price risk.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
While public attention focuses on flashy AI applications, Baseten is building the critical infrastructure beneath them. Its explosive growth and backing from investors like Nvidia signal its pivotal role in the AI economy's next phase.
While flashy, unprofitable tech stocks often dominate headlines, German thermal management specialist technotrans demonstrates that disciplined earnings growth and reasonable executive compensation can build a more sustainable investment case, as its EPS and margins climb.
As Western Digital prepares to report its fiscal Q2 2026 results and host a key Innovation Day, investors are watching to see if the company's product roadmap and market commentary can justify its soaring stock price and meet burgeoning AI-driven storage demand.
