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Technology 13 March 2026 - 20 March 2026

Sandisk Stock Pulls Back After Citi Raises Target as 1,200% AI Rally Meets Valuation Test

Sandisk Stock Pulls Back After Citi Raises Target as 1,200% AI Rally Meets Valuation Test

Citi raised Sandisk’s price target to $875 from $750 after Micron’s strong quarterly results, but Sandisk shares fell 4.4% to $738.50 in early Friday trading. Micron, Western Digital, and Seagate also dropped. Sandisk’s stock has surged over 1,200% in the past year, outpacing the average analyst target of $570. Micron reported record revenue and raised its capital spending outlook.
Planet Labs Earnings Beat as Record Revenue Brings Nvidia AI Push Into Focus

Planet Labs Earnings Beat as Record Revenue Brings Nvidia AI Push Into Focus

Planet Labs reported fourth-quarter revenue up 41% to $86.8 million and full-year sales rising 26% to $307.7 million, both above analyst expectations. Remaining performance obligations jumped 106% to $852.4 million. The company forecast fiscal 2027 revenue between $415 million and $440 million. Planet is expanding AI and GPU-based image processing in partnership with Nvidia.
Tencent Music Stock Price Near $10 After Guidance Miss Sparks Fresh Wall Street Cuts

Tencent Music Stock Price Near $10 After Guidance Miss Sparks Fresh Wall Street Cuts

Tencent Music shares rose 0.8% to $10.38 Thursday after plunging nearly 25% Tuesday on weak 2026 guidance and plans to stop quarterly user disclosures. Fourth-quarter revenue climbed 15.9% to 8.64 billion yuan, but first-quarter and full-year outlooks missed estimates. Multiple analysts cut ratings or targets, citing lower visibility and rising competition. Parent Tencent plans higher AI spending in 2026.
SanDisk Stock (SNDK) Slips Even After Citi Lifts Target to $875 as AI Rally Faces Valuation Test

SanDisk Stock (SNDK) Slips Even After Citi Lifts Target to $875 as AI Rally Faces Valuation Test

SanDisk shares fell 1.5% to $742.50 Thursday despite Citi raising its price target to $875. The stock has surged since reporting second-quarter revenue up 61% year-over-year and strong AI-driven demand for NAND flash. Micron dropped 2.9% after raising its 2026 capital spending forecast by $5 billion. Wall Street’s average target for SanDisk stands at $688.33, implying downside.
Micron Stock Falls After Record Q2 Earnings as AI Memory Boom Forces Bigger Spending

Micron Stock Falls After Record Q2 Earnings as AI Memory Boom Forces Bigger Spending

Micron Technology reported record quarterly revenue of $23.86 billion and adjusted earnings of $12.20 a share, forecasting a sharp rise next quarter. Shares fell about 5% after the company announced fiscal 2026 capital spending above $25 billion, $5 billion higher than previously planned. Micron cited surging AI-driven demand for memory chips and rising prices for DRAM and NAND. The company completed a $1.8 billion site purchase in Taiwan for expansion.
Swarmer Stock Surges Again After IPO as Ukraine-Tested Drone Software Draws Wall Street

Swarmer Stock Surges Again After IPO as Ukraine-Tested Drone Software Draws Wall Street

Swarmer shares soared 77% to $55 on Wednesday, following a 520% surge from its $5 IPO price. The Austin-based drone software firm raised $14.7 million in its offering, but 2025 revenue fell to $309,920 and net loss widened to $8.5 million. Its software has supported over 100,000 combat missions in Ukraine. The company reported no material business with its main customer going forward.
Micron Stock Price Edges Up Ahead of Earnings After Nvidia AI Memory Milestone

Micron Stock Price Edges Up Ahead of Earnings After Nvidia AI Memory Milestone

Micron Technology shares rose 0.3% to $463.01 Wednesday morning ahead of quarterly results, after announcing volume shipment of its 36GB HBM4 chips for Nvidia’s Vera Rubin systems. The company plans to build a second fab in Taiwan to boost DRAM and HBM supply, with construction set for late 2026. DRAM contract prices are forecast to jump up to 95% this quarter, driven by AI and data-center demand.
Tesla Stock Price Today: Why TSLA Is Holding Near $400 After Samsung Chip News

Tesla Stock Price Today: Why TSLA Is Holding Near $400 After Samsung Chip News

Tesla shares held near $400 after Samsung said it will begin producing Tesla chips in Texas in late 2027. U.S. officials also confirmed Tesla and LG Energy Solution will build a $4.3 billion battery plant in Michigan for Megapack 3 storage systems. Analyst forecasts for Tesla’s 2026 delivery growth have dropped, and spending concerns remain as BYD surpassed Tesla in global EV sales last year.
Rocket Lab Stock Slides After $1 Billion Share-Sale Plan Cuts Into Neutron-Fueled Rally

Rocket Lab Stock Slides After $1 Billion Share-Sale Plan Cuts Into Neutron-Fueled Rally

Rocket Lab shares dropped 8.8% to $71.65 by midday Wednesday after the company filed to sell up to $1 billion in common stock through an at-the-market offering. The move follows a 10.2% rally Tuesday on Neutron rocket progress and defense contract gains. Rocket Lab reported $180 million in Q4 revenue and ended 2025 with $828.7 million in cash. The company warned the share sale could dilute existing shareholders.
Rocket Lab stock price swings as $1 billion share-sale filing dents rally

Rocket Lab stock price swings as $1 billion share-sale filing dents rally

Rocket Lab shares fell more than 5% after hours Tuesday following a filing to sell up to $1 billion in stock through an at-the-market program and forward sale agreements. The company ended 2025 with $1.1 billion in cash and is ending a prior $750 million stock-sale program. Rocket Lab reported record 2025 revenue but delayed the first Neutron rocket launch to late 2026 after a tank test failure.
TeraWulf (WULF) Stock Price Today: Shares Ease After 12% Surge as Kentucky Data Center Build Moves Ahead

TeraWulf (WULF) Stock Price Today: Shares Ease After 12% Surge as Kentucky Data Center Build Moves Ahead

TeraWulf Inc. shares fell 6.5 cents to $16.35 Tuesday, reversing Monday’s 11.86% surge after news of a $500 million bridge loan and early construction approval for its Hawesville, Kentucky data center. The company is shifting focus from bitcoin mining to high-performance computing, with 522 MW of contracted capacity. Bitcoin and peer stocks rose Tuesday. Regulators are reviewing TeraWulf’s planned Maryland site purchase.
Ondas Inc completes Rotron Aerospace acquisition, tightens grip on 4M Defense

Ondas Inc completes Rotron Aerospace acquisition, tightens grip on 4M Defense

Ondas Inc acquired Britain’s Rotron Aerospace for $6.7 million in cash and 3.33 million shares, and bought the remaining 30% of its Israeli unit’s parent for shares and up to $1.4 million. The company reported preliminary 2025 revenue above guidance but projected a net loss of about $53 million. Ondas also completed recent deals for BIRD Aerosystems and U.S. contractor Mistral.
17 March 2026
Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel’s Xeon 6 CPUs will power Nvidia’s DGX Rubin NVL8 AI servers, set for release in the second half of 2026, according to announcements at Nvidia’s GTC conference. Each system pairs two Xeon 6776P chips with eight Rubin GPUs. Nvidia’s larger NVL72 racks will use its own Vera CPUs. Intel continues to face challenges with its 18A manufacturing process and meeting AI-driven CPU demand.
Tesla Stock Today: TSLA Rises on Musk’s Terafab Chip Push, but the Old Problems Aren’t Gone

Tesla Stock Today: TSLA Rises on Musk’s Terafab Chip Push, but the Old Problems Aren’t Gone

Tesla shares rose 1.8% to $398.30 after Elon Musk announced the Terafab AI chip project would launch in seven days. The stock touched $403.62 intraday as investors reacted to the news. Tesla’s vehicle deliveries fell to 1.64 million in 2025 from 1.79 million in 2024, while competition and loss of U.S. EV tax credits weighed on outlook. Terafab’s cost could reach $30 billion, according to UBS.
Sandisk Stock Jumps Again as Micron’s Taiwan Expansion Stokes AI Memory Trade

Sandisk Stock Jumps Again as Micron’s Taiwan Expansion Stokes AI Memory Trade

Sandisk shares jumped 7% Monday after Micron announced plans for a second memory chip facility in Taiwan. Sandisk reported fiscal Q2 revenue up 61% to $3.03 billion and forecast current-quarter revenue of $4.4–$4.8 billion. DRAM and NAND prices have surged over 90% since December. In recent trading, Sandisk stood at $710.45, Micron at $448.25, and Western Digital at $282.97.
Nokia Stock Price Today: Nokia Oyj Shares Rise as AI Network Bet Faces April Test

Nokia Stock Price Today: Nokia Oyj Shares Rise as AI Network Bet Faces April Test

Nokia shares gained about 1% in Helsinki Monday, trading near 7.3 euros and up 31% for 2026. Morgan Stanley raised its price target to 8.50 euros last week, citing AI and cloud demand, while Arete Research downgraded the stock. Nokia expanded partnerships with TIM Brasil and Deutsche Telekom, and over 75 partners now use its Network as Code platform. Investors await first-quarter results on April 23.
CleanSpark Stock Price Climbs as Bitcoin Rally Puts Texas AI Plan Back in Play

CleanSpark Stock Price Climbs as Bitcoin Rally Puts Texas AI Plan Back in Play

CleanSpark Inc. shares climbed 2.3% to $9.76 late Friday as bitcoin rebounded above $71,000. The company recently closed a second Texas campus with 300 megawatts of ERCOT-approved capacity and produced 568 bitcoin in February. CleanSpark sold 553 bitcoin last month for $36.7 million. Management continues to push a shift toward data center infrastructure, but the stock remains closely tied to bitcoin’s price.
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Stock Market Today

  • Dollar General Surpasses 2% Dividend Yield Threshold
    June 25, 2026, 5:19 PM EDT. Shares of Dollar General Corp (DG) yielded above 2% on Thursday, with its quarterly dividend annualized at $2.36 and stock price hitting $115.92. Dividend yield, the annual dividend expressed as a percentage of the stock price, is significant as dividends historically contribute notably to total market returns. For context, the S&P 500 ETF (SPY) provided a total return of 23.36% from 1999 to 2012, primarily from dividends despite a share price decline. Dollar General, an S&P 500 constituent, offers a yield above 2%, a relatively attractive return if sustainable. However, dividends can fluctuate based on company profitability, warranting analysis of DG's dividend history to assess yield stability.

Latest News

Nano-X Imaging (NASDAQ:NNOX) drops 45% on cash warning, pulls guidance

Nano-X Imaging (NASDAQ:NNOX) drops 45% on cash warning, pulls guidance

25 June 2026
Nano-X Imaging plunged 44.61% to $0.8697 after withdrawing its 2026 revenue target and warning current cash is insufficient to fund operations for at least one year, with Q1 imaging-system and OEM revenue at just $167,000 and net cash estimated at $27 million—less than two quarters at the Q1 burn rate.
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