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SanDisk Surges on $42B AI Deal Wave, Signaling Memory Chip Demand Boom

Benzinga

Benzinga·2d ago·Akanksha Bakshi

SanDisk Surges on $42B AI Deal Wave, Signaling Memory Chip Demand Boom

SanDisk surges on Q3 results and $42B in multi-year customer supply deals, signaling strong AI-driven memory demand with 80%+ gross margins.

SNDKMUWDCSTXsemiconductormemory storage

Nvidia Secures Multiyear Supply Agreement With Meta for AI Processors

Investing.com

Investing.com·Feb 18·Timothy Fries

Nvidia Secures Multiyear Supply Agreement With Meta for AI Processors

Nvidia secures multiyear AI chip supply deal with Meta, including Blackwell GPUs and other processors. Stock rises 2.05% as demand for advanced AI infrastructure remains strong.

NVDAAMDMETAINTCAI chipsGPU

Gafrik Research Initiates BUY Coverage on GEVORKYAN with 26% Upside Target

GlobeNewswire Inc.

GlobeNewswire Inc.·Feb 17·Gafrik Research

Gafrik Research Initiates BUY Coverage on GEVORKYAN with 26% Upside Target

Gafrik Research initiates BUY coverage on GEVORKYAN with 12.34 EUR price target, implying 26% upside. Strong H1 2025 results with 8.7% revenue growth and 17.2% EBITDA expansion.

GSGSpAGSpCGSpDautomationEBITDA margin