Aug. 18 at 7:21 AM
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$SNDK — Up another ~5.1% premarket, extending a powerful rally. Investors are reacting to its Aug. 13 Investor Day outlook, including projected mid-to-high-teens annual revenue growth and ~80% non-GAAP gross margins for FY2028–2030.
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$HIVE — In focus after announcing a
$350M Nvidia AI-cloud contract involving 2,016 Blackwell Ultra GPUs at its British Columbia facility, strengthening its AI infrastructure story.
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$AMAT — Momentum remains elevated after record fiscal Q3 revenue of
$9.12B, up 25% YoY, with Q4 revenue guidance of
$10.25B. AI-driven semiconductor spending remains the key catalyst.
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$MU — Closed Monday +4.1% as investors reacted positively to U.S. policy discouraging Apple from sourcing memory chips from Chinese suppliers.
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$WDC — Finished Monday +5.4%
⚠️ Risk: AI hardware momentum is becoming crowded and volatile. Sharp reversals are possible, especially after extended runs.
#Stocks #StockMarket #AI #Semiconductors #Momentum #SNDK #HIVE #AMAT #MU #WDC
