Western Digital Corporation (WDC) news and analysis
Samsung's record beat couldn't stop a memory stock selloff, and Micron (MU) is caught in it
Samsung posted a record 89.4 trillion won ($58.5 billion) Q2 operating profit, up 18-fold year over year, and the stock still opened lower. Memory names like Micron, SanDisk, and Western Digital are down sharply while the broader Nasdaq 100 barely moved. This is still developing after-hours and can change fast.
What is HBM? The memory chips powering the AI boom
Only three companies make high bandwidth memory, the chips every AI accelerator depends on, and supply is sold out through 2026. What HBM is, who makes it, and how to invest in it.
Astera Labs (ALAB) rallies again, and Wall Street's targets can't keep up
ALAB surged again as chip stocks rallied broadly on July 6, extending a two-week run built on a Q1 beat and Nasdaq-100 inclusion. Even Bank of America's Street-high $450 target, set nearly two weeks ago, can't keep pace with the stock.
Hyperliquid's Sunday tape shows chip and memory stocks bouncing hard
Western Digital, SanDisk and Micron are all up more than 6% from Thursday's close on Hyperliquid's 24/7 stock perpetuals. Here is the Sunday snapshot, and why it is not the same as Sunday night's real reopen.
Micron (MU), Nebius (NBIS) and chip stocks jump on Hyperliquid's weekend tape
Real markets are closed for July 4th, but tech and chip stocks are trading green right now on Hyperliquid's 24/7 stock perpetuals. Micron, Marvell and Nebius lead the bounce, and the S&P 500 and Nasdaq perpetuals are up too. Here is the full read, and why Monday could look nothing like this.
Chips had their third worst day of 2026 and the S&P barely noticed (MU, INTC)
The S&P 500 closed within a whisker of flat on July 1 and the chip trade still had its third worst day of the year. Micron fell 10.5 percent, Intel lost 9 percent, and Meta gained almost 9 percent on the other side. Here is the damage report.
The Roundhill Memory ETF (DRAM) just added its first Chinese stock, and it is the priciest name in the fund
The Roundhill Memory ETF (DRAM) added GigaDevice as its first Chinese holding, and it is the priciest name in the fund. Updated August 1: CXMT is now in the fund too, at a 2.52% weight worth $627.5 million, held through a total return swap.
Samsung, SK Hynix and Micron (MU) are all trillion-dollar stocks now. Here is how they stack up against the Mag 7.
The AI memory boom turned Samsung, SK Hynix and Micron (MU) into trillion-dollar companies. Here is how the memory giants stack up against each other and the Mag 7, and the DRAM ETF that packages them in one ticker.
The AI shortage keeps moving: from GPUs to memory, and now to hard drives (STX, WDC)
The AI shortage keeps rotating down the supply chain: first GPUs, then compute and networking, now memory, and hard drives are the leg lighting up next. The pattern, the stock moves at each stage, and what could be next.
Korea's market halted for the third time this week. Micron (MU) fell overnight, then bounced at the open.
South Korea halted trading a third time this week as SK Hynix and Samsung fell about 9 percent. Micron (MU) dropped overnight, then bounced at the open. Why this memory selloff is about leverage and positioning, not demand.
Sandisk (SNDK) ripped more than 20% on Micron's (MU) blowout: the memory stocks to watch
Sandisk (SNDK) jumped more than 20% today, the loudest name in a memory-stock rally lit by Micron's (MU) record quarter. Why SNDK ripped, and the other memory names riding the same wave.