Thomas Caulfield

October 11, 2026

USA Rare Earth Draws Fresh Attention Amid Sector Interest. Recent articles are focusing on USA Rare Earth as part of a broader trend in rare earth and tungsten stocks. This renewed attention comes as the stock trades near its 52-week low, with an RSI of 27.5 suggesting it is currently oversold. While analysts have an average price target of $35.56, the stock remains in a volatile phase with high beta signals active.

October 15, 2026

SanDisk (SNDK) Faces Oversold Pressure Amid Vicious Memory Chip Cycle. Recent commentary from Cathie Wood notes that memory chip demand is rising but the industry cycles are described as “vicious.” Several analysts have labeled SanDisk and its peers as oversold, pointing to a low RSI around 30. Concerns about an AI‑related correction and tighter financing for chip makers are adding pressure to the sector. The stock is currently near a long‑standing support level around $1,722.

October 17, 2026

Japan funds new GlobalFoundries plants; US increases stake. Japan is investing up to $21 billion in new GlobalFoundries chip plants in New York, while the Trump administration doubled its stake in the company. Wedbush noted that long-term earnings from this US-Japan deal could be bullish, though shares recently retreated as investors weighed the impact. This development highlights a significant shift in semiconductor manufacturing toward US onshoring.

October 17, 2026

WDC CFO Departs as Stock Slides on Sector Concerns. Western Digital announced that CFO Mark Long is leaving the company, a leadership change occurring while the stock faces pressure. Shares have dropped alongside other semiconductor peers like Micron and AMD, with some analysts citing concerns related to Toshiba. The stock is currently trading near its 52-week low, reflecting significant recent weakness in the sector.