Sandisk (SNDK) has been one of the most spectacular stock market stories of 2026. The flash memory maker has seen its shares explode higher as artificial intelligence data centers devour NAND storage.
But a warning from Cathie Wood has cast a shadow over the entire memory chip sector. The ARK Invest cofounder says Chinese competitors could turn today’s boom into tomorrow’s bust.
The stock market is entering the fifth year of the current bull market, which started in October 2022. During these past four years, the S&P 500 has surged nearly 120%, fueled by the artificial intelligence (AI) boom.
However, the question on many investors’ minds is how much longer the good times can last.
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» Read more about: Tesla Roadster Awes, But Shares Lag Into Earnings – Where To Buy (Downgrade) »
Energy is leading gains on the S&P 500 this year, prompting a closer look at where opportunities remain. Stock selection is becoming a greater focus after the sector’s strong performance.
» Read more about: Hot Picks: Three U.S. energy stocks tied to AI demand and LNG exports »
This article first appeared on GuruFocus.
Cathie Wood’s ARK Invest funds sold 30,050 shares of Amazon (NASDAQ:AMZN) on Thursday, Oct. 15, generating approximately $7.7 million based on the reported transaction value, as investors continue to assess the costs and potential returns of the company’s artificial intelligence investments.
» Read more about: Cathie Wood Just Sold $7.7 Million of Amazon Stock »
This analysis aims to identify the primary factors behind the core question of what drives the Bank of Japan’s policy interest rate.
As an analytical framework, we compare interest rates,
» Read more about: Factors Influencing Bank of Japan Policy Interest Rate Fluctuations »
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I have been managing investments for over eight years in capital markets. By qualification I am a CFA Charter holder.
High debt costs are causing the longstanding debt maturity wall to cast an even longer shadow, new research from Newmark shows.
Roughly 78% of fixed-rate securitized commercial real estate debt maturing through 2028 carries an interest rate well below the current yield of 10-year U.S.
» Read more about: Newmark: $179B In Low-Rate Real Estate Loans Face Refinancing Risk »
The Nasdaq struggled for most of the week, while the Dow pushed past tech troubles
Wall Street is wrapping up a turbulent week, as investors rotated out of AI and semiconductor stocks, while upbeat bank earnings helped cushion the Dow Jones Industrial Average (DJI). Concerns over rising competition and valuations sparked a global chip-sector selloff,
» Read more about: Dow Pushes Higher as Tech Selloff Shakes Wall Street »
Warren Buffett ended his record-breaking charitable pledge this summer, raising questions about what happens to the charities and communities that depend on major donations.
In 2006, the Berkshire Hathaway chairman chose an approach no billionaire had attempted at that scale, pledging the bulk of his fortune to the Gates Foundation.
» Read more about: Buffett ends his 20-year $47B pledge to the Gates Foundation »
