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Sandisk (former SNDK) experienced a significant 54% selloff in July, becoming the S&P 500's biggest monthly loser. Despite this sharp pullback, the memory storage stock remains up an impressive 2,000…
Micron's selloff and memory chip volatility highlight AI efficiency gains and Chinese competition (CXMT) undermining tight supply thesis. Apple's low-CapEx strategy and CXMT chip testing for China de…
Apple beat Q1 revenue and EPS estimates with strong iPhone sales and China growth, but Barclays maintains an underweight rating citing supply constraints and sector risks.