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SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Investors point to stronger AI-driven NAND demand as the main cause of the mid‑June breakout, setting up an August earnings report as the decisive test for whether gains hold.

AWS and Cerebras Strike Multiyear Deal for Disaggregated AI Inference on Bedrock

Nvidia Reportedly Pauses Intel 18A Chip Tests, Knocking Intel Shares

Bernstein Starts Coverage of Super Micro Computer at Market Perform With $46 Target