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Tag: Semiconductors

SanDisk Hits Magic Number; Semis Surge; Marvell, Micron Jump

Avatar photo Stephen Guilfoyle on June 16, 2026

How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….

May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on June 10, 2026

CPI

TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.

Alibaba Pushes Back on U.S. Punishment as Stock Dips

Avatar photo Alex Frew McMillan on June 9, 2026

China’s tech industry got a domestic AI boost despite fresh allegations of ties to China’s military for Alibaba, Baidu and BYD.

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