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.
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.
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.
CNBC's Jim Cramer highlights Micron Technology as a key beneficiary of the AI boom and ongoing memory chip shortages, with shares soaring nearly 400% in a year on robust data center demand.
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.
CNBC's Jim Cramer highlights supply constraints as the primary force behind Western Digital's stock surge, even as analysts raise price targets. The commentary links the storage maker's fortunes to broader semiconductor and AI trends.
Despite record iPhone demand, Apple CEO Tim Cook warns that soaring memory chip costs are set to squeeze margins, highlighting a supply crisis gripping the entire tech industry.
Citing a global rocket shortage and industry-wide bottlenecks, Amazon has formally requested the FCC to push back a key deployment deadline for its Kuiper satellite internet constellation by two years, highlighting the logistical challenges of competing with SpaceX's Starlink.
As mortgage rates fluctuate and ambitious policy ideas emerge, economists warn that financing tweaks cannot solve the core issue: a chronic shortage of homes.
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.
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.
Apple's record-breaking quarter highlighted a persistent memory chip shortage, driven by AI demand. This dynamic is creating a powerful tailwind for U.S.-based memory leader Micron Technology, with industry commentary suggesting the upcycle has further to run.
Once hailed as twin hedges against fiat currency, silver and Bitcoin are now charting starkly different courses. Driven by a tangible industrial shortage, silver's historic rally contrasts with Bitcoin's slump, which is increasingly tethered to broader financial liquidity and risk sentiment.
Despite posting quarterly results that beat analyst expectations, KLA Corporation's stock plunged Friday as investors focused on management warnings about component shortages, tariff impacts, and operational constraints.
A new lawsuit alleging wrongful termination and safety cover-ups, coupled with ongoing supply shortages, challenges the coffee giant's operational resilience and brand trust as its new CEO executes a critical recovery plan.
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.
Fieldguide, an AI-native platform for accounting and audit, secures major funding as it aims to tackle the profession's deepening talent shortage by automating routine work and reshaping traditional firm operations.
