memory chip cycle

2 articles
The Motley FoolThe Motley Fool··Trevor Jennewine

SanDisk Stock Soars 2,700% on AI Boom, But Wall Street Remains Divided

SanDisk joins Nasdaq-100 after 2,700% surge on AI demand, but faces cyclical industry risks and analyst disagreement over future gains.
SNDKMUWDCmemory chip cycleAI stocks
Investing.comInvesting.com··Stephen Innes

Nvidia Earnings Beat Fails to Stem Market Selloff Amid Growth Sustainability Concerns

Nvidia beat earnings but stock fell as investors worry about AI growth sustainability and expect hyperscaler spending to decelerate, prompting portfolio rotation away from mega-cap tech.
NFLXNVDANvidia earnings beatAI capex deceleration