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TradingKey - Google's (GOOGL) release of its new AI memory compression technology, TurboQuant, has sparked market concerns regarding the outlook for storage demand. Following the news, U.S. memory chip stocks plummeted during Wednesday’s intraday session. SanDisk (SNDK) fell as much as 6.5% at one point, while Micron Technology (MU) dropped over 5%, Western Digital (WBD) fell more than 6%, and Seagate Technology (STX) declined by over 8%.

TradingKey - During the 2026 GTC Conference, NVIDIA (NVDA) CEO Jensen Huang’s keynote speech and a series of partnerships and technical launches sent ripples through the global technology supply chain. From computing hardware to application scenarios, multiple sectors are seeing clear investment opp

TradingKey - According to Yonhap News Agency, the Samsung Electronics union announced on the 18th that a vote conducted since the 9th of this month resulted in a 93.1% approval rate for a collective action proposal. Consequently, the union will launch a general strike in May.

TradingKey - The surge in demand for memory chips driven by AI servers and data centers is no longer fresh news. What continues to excite investors—and keeps Wall Street raising its price targets—is the behavior of the leading manufacturers.

TradingKey - On Wednesday Eastern Time, Morgan Stanley (MS) significantly raised its price target for Micron from $350 to $450 in a research report, while maintaining an "Overweight" rating. The bank also named Micron as its top pick in the semiconductor sector.

TradingKey - Memory giant SanDisk released its FY2026 second-quarter financial results after the market close on Thursday, reporting sharp growth in both earnings and revenue.

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