What's Going On With Sandisk Stock Thursday?

Shares of semiconductor and chip companies are trading lower as energy prices, rate expectations and bond yields converge to weigh on the demand outlook for sectors that are exposed to highly leveraged capex cycles.

HPE Surges 26% in 3 Months: Is it the Right Time to Buy the Stock?

Hewlett Packard Enterprise (HPE) has outperformed its industry with a 25.9% gain over three months, driven by strong AI infrastructure demand. The company reported $2.4 billion in AI Systems orders and a record $7.6 billion total AI backlog in Q3 fiscal 2026. Cloud & AI revenues rose 25% with server revenues jumping 35%, while gross margins expanded to 40.4% and operating profit grew 155%. Despite the stock appreciation, HPE trades at a discount with a forward P/S ratio of 1.5 versus the industry average of 4.81, prompting analysts to recommend accumulation.

Micron, SK Hynix Are Top Bets in New NRAM ETF as AI Memory Demand Surges

NRAM joins the growing memory ETF trade as AI accelerators demand more HBM and memory capacity from chipmakers.

SpaceX Built AI Data Centers So Fast, Some Ran Without Backup Power for Months. Now It Faces a $920 Million Deadline.

SpaceX has encountered reliability issues while rapidly expanding its AI data center infrastructure, with some facilities operating without backup power and cooling systems for months. The company faces a September 30 deadline to deliver 110,000 Nvidia GPUs to Google under a $920 million/month contract. To address these challenges, SpaceX is reshuffling its data center leadership team with executives from its rocket and Starlink divisions, delaying new projects, and building an in-house turbine blade manufacturing facility to accelerate deployment timelines.

Dow Tumbles Over 600 Points Ahead of Inflation Data: Investor Sentiment Weakens, Greed Index Remains in ‘Fear’ Zone

Market sentiment weakened as Fear & Greed fell to 40.5. U.S. stocks declined amid Middle East tensions; investors await inflation data.

Nancy Pelosi Bought the Dip on Bloom Energy Stock: Gains are 7x Congressional Salary in Two Months

One of Nancy Pelosi's newest stock pick is already up millions of dollars.