IURII KRASILNIKOV/iStock via Getty Images By Elior Manier President Trump has just finished speaking in yet another public address , boasting that the ongoing conflict is so efficient and revolutionary, and comparing the long-lasting historical conflicts in the United States with the current advancement in objectives. But markets don't care anymore. What they want to see is a proper solution for t...
IURII KRASILNIKOV/iStock via Getty Images By Elior Manier President Trump has just finished speaking in yet another public address , boasting that the ongoing conflict is so efficient and revolutionary, and comparing the long-lasting historical conflicts in the United States with the current advancement in objectives. But markets don't care anymore. What they want to see is a proper solution for the Strait of Hormuz. Despite strong reactions to his speeches during the first days of the war, traders and algorithms have progressively stopped reacting to any overly optimistic announcement from the Administration. As a matter of fact, reactions to them are now doing the exact opposite. After his speech at the White House yesterday, global assets began to tumble from a sweep higher in energy commodities. Crude prices rose in a flash from $100 to $114 (WTI). While participants were becoming more hopeful that the conflict would end within the early-announced deadlines (5 weeks, then April 6), a more aggressive tone led to a market-shaking explosion, as the party quickly finished and left a general hangover. Combine the worsening tone with high-tier catalysts ahead, like tomorrow's Non-Farm Payrolls , closed stock markets (only futures will be open until 1:30 PM ET), and the potential for an escalation, including a ground invasion over the long weekend, and that was enough of a hit to blow up the tires from the bull train. Talk won't be enough to soothe markets in the long term. Oil is what smart money is looking to move their chess pieces in this gigantic geopolitical puzzle. Hence, let's dive right into an intraday outlook for both WTI and Brent oil, highlighting their technical levels and outlining scenarios for their breakouts or breakdowns. Crude Oil Market Check and Technical Levels ahead of the Long Weekend WTI 4H Chart WTI Oil 4H Chart - April 2, 2026 (Source: TradingView) Evolving in two different bull channels, the larger one is less reactive but more concerning, ...
Multiple negative factors have battered Micron Technology's (MU.US) stock price, but with a solid fundamental foundation, it is expected to return to an upward trajectory. 富途牛牛
Multiple negative factors have battered Micron Technology's (MU.US) stock price, but with a solid fundamental foundation, it is expected to return to an upward trajectory. 富途牛牛
Getty Images Investment Thesis I believe SanDisk Corporation ( SNDK ) is uniquely positioned to benefit from the exploding demand of flash storage. The AI boom and Cloud buildout have turned NAND chips into a hot commodity I would say. Supply is tight while hyperscalers keep raising budgets. SNDK's CEO notes that data center demand is rising faster than supply. And this pushes the data center segm...
Getty Images Investment Thesis I believe SanDisk Corporation ( SNDK ) is uniquely positioned to benefit from the exploding demand of flash storage. The AI boom and Cloud buildout have turned NAND chips into a hot commodity I would say. Supply is tight while hyperscalers keep raising budgets. SNDK's CEO notes that data center demand is rising faster than supply. And this pushes the data center segment to become the largest NAND market in 2026. The company is locking in multi year contracts with hyperscalers. And this is in order to capture this increasing surge. At the same time Sandisk keeps R&D focused on AI. And this is because it is developing a 128TB data center and a novel high bandwidth with SK Hynix (HXSC.F) as noted by the CEO: ...And then we haven't launched our Stargate product yet for the storage-based QLC, it's in qualification. We'll start shipping that for revenue in the next couple of quarters, which we're excited about, providing another tailwind to growth to our data center portfolio. And that will up the mix of QLC. But at this point, I think the overall market in our portfolio is -- it's tilted towards TLC... In simple terms, Sandisk has a superior product offering, low costs and pricing power in a tight market. I am rating Sandisk Corporation a Strong Buy because of a couple of reasons. First among the reasons behind my thesis is the 2Q 2026 earnings results. The company handily beat guidance. Because revenue was reported at $3.03Bn while gross margin increased from 30% to 50% as favorable mix and pricing kicked in. Also, data center revenue in the quarter was $440Mn. I also note that the company is now forecasting between $4.4Bn and $4.8Bn for 3Q 2026. This implies that there is continued robust growth. I also note that SNDK reaffirmed a mid to high teens annual growth. Business Overview The semiconductor industry is quite cyclical but right now fundamentals are distorted by AI. Traditionally, consumer devices drove NAND demand. But according to...
Amazon.com (NasdaqGS: AMZN) plans to apply a temporary 3.5% fuel and logistics surcharge on U.S. and Canada sellers, citing higher costs linked to the Iran conflict. The National Labor Relations Board has ordered Amazon to recognize and bargain with the union at its Staten Island warehouse. Amazon.com shares last closed at $209.77, with the stock up 5.2% over the past week and 22.7% over the past ...
Amazon.com (NasdaqGS: AMZN) plans to apply a temporary 3.5% fuel and logistics surcharge on U.S. and Canada sellers, citing higher costs linked to the Iran conflict. The National Labor Relations Board has ordered Amazon to recognize and bargain with the union at its Staten Island warehouse. Amazon.com shares last closed at $209.77, with the stock up 5.2% over the past week and 22.7% over the past year. Over a longer horizon, the company shows a very large 3-year return and a 24.4% return...