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News

Sahm
sahmcapital.com > news > content > nvidia-earnings-put-these-ai-data-center-stocks-on-investor-watch-2026-08-27

Nvidia Earnings Put These AI Data Center Stocks On Investor Watch

2+ week, 5+ day ago   (157+ words) Monolithic Power Systems, Inc. Monolithic Power Systems sits where AI power demand, premium pricing and falling margins intersect, yet most attention still goes to GPU vendors. Get the fuller picture, including valuation pressure and insider moves, in the analysis report…...

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sahmcapital.com > news > content > why-is-sandisk-stock-up-on-friday-2026-08-28

Why Is Sandisk Stock Up on Friday?

2+ week, 2+ day ago   (483+ words) Sandisk Corp (NASDAQ:SNDK) stock is up on Friday after being down in the morning, during a broader pullback in the semiconductor memory sector driven by profit-taking. Nasdaq futures are down 0.26% while S&P 500 futures were little changed. • SanDisk stock…...

Sahm
sahmcapital.com > news > content > exclusive-spacex-may-lead-the-launch-market-but-firefly-ceo-says-theres-still-a-rocket-shortage-2026-08-28

EXCLUSIVE: SpaceX May Lead the Launch Market, but Firefly CEO Says There's Still a Rocket Shortage

2+ week, 2+ day ago   (438+ words) Space Exploration Technologies Corp. (NASDAQ:SPCX) has redefined the launch business, flying at a pace no other company has matched. The company recently completed its 100th Falcon mission of 2026 following a record of 165 Falcon launches in 2025, underscoring its dominance in orbital…...

Sahm
sahmcapital.com > news > content > micron-technology-consolidation-soaring-memory-revenue-meets-fresh-policy-uncertainty-2026-08-28

Micron Technology Consolidation: Soaring Memory Revenue Meets Fresh Policy Uncertainty

2+ week, 2+ day ago   (476+ words) PHLX Sox Semiconductor Sector Ishares Invesco PHLX Semiconductor ETF Invesco S&P 500 Momentum ETF Micron Technology Inc. (NASDAQ:MU) stock is down in early Friday trading as investors weighed a softer tech backdrop against strong AI-driven memory demand, elevated pricing…...

Sahm
sahmcapital.com > news > content > wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-with-over-3-dividend-yields-2026-08-28

Wall Street's Most Accurate Analysts Weigh In On 3 Materials Stocks With Over 3% Dividend Yields

2+ week, 2+ day ago   (275+ words) Sahm Wall Street's Most Accurate Analysts Weigh In On 3 Materials Stocks With Over 3% Dividend Yields During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows…...

Sahm
sahmcapital.com > news > content > salesforce-stock-is-down-24-from-its-high-can-q2-earnings-turn-the-tide-2026-08-26

Salesforce Stock Is Down 24% From Its High: Can Q2 Earnings Turn The Tide?

2+ week, 3+ day ago   (412+ words) Salesforce, Inc. (NYSE:CRM) heads into Wednesday’s earnings print with one of enterprise software’s roughest charts for 2026. Shares trade near $205.69, down 24.4% from a 52-week high of $269.11, giving the company a market cap near $168.5 billion and a price-to-earnings ratio of 23.83, according…...

Sahm
sahmcapital.com > news > content > nvidia-enters-earnings-on-its-worst-losing-streak-since-2022-as-jim-cramer-prepares-a-truckload-of-questions-2026-08-25

Nvidia Enters Earnings on Its Worst Losing Streak Since 2022 as Jim Cramer Prepares 'a Truckload' of Questions

2+ week, 5+ day ago   (527+ words) NVIDIA Corp. (NASDAQ:NVDA) heads into one of its most closely watched earnings reports under an unusual cloud. The AI chip giant has fallen for seven straight trading sessions — its longest losing streak since 2022. The stock has slipped toward a…...

Sahm
sahmcapital.com > news > content > 3-export-stocks-gaining-from-trade-diversification-outside-the-us-2026-08-25

3 Export Stocks Gaining From Trade Diversification Outside The US

2+ week, 5+ day ago   (157+ words) Hiab Oyj’s push into eco friendly equipment and higher margin services could be masking a very different earnings profile than many expect, and the full analysis report for Hiab Oyj might change how you see its trade exposed risks and…...

Sahm
sahmcapital.com > news > content > netflix-stock-is-trending-higher-whats-happening-2026-08-25

Netflix Stock Is Trending Higher: What's Happening?

2+ week, 5+ day ago   (201+ words) Netflix Inc. (NASDAQ:NFLX) shares are rising Tuesday. Wolfe Research raised its price target on the stock and argued that recent concerns about viewer engagement are overdone. Here’s what you need to know. Wolfe Research kept its Outperform rating on…...

Sahm
sahmcapital.com > news > content > whats-going-on-with-micron-technology-stock-tuesday-2026-08-25

What's Going On With Micron Technology Stock Tuesday?

2+ week, 5+ day ago   (541+ words) SK hynix Inc. Sponsored ADR PHLX Sox Semiconductor Sector Ishares Invesco PHLX Semiconductor ETF Micron Technology Inc. (NASDAQ:MU) stock rose in Tuesday’s premarket trading, supported by upbeat broader market sentiment. Nasdaq futures climbed 0.92%, while S&P 500 futures gained 0.46%. Micron…...