ANKR fluctuates 40.1% in 24 hours: trading volume surge and whale activity drive rebound

To meet the surging demand from AI data centers and address global supply shortages, Kioxia will build a third wafer factory at its existing base in Iwate Prefecture, partnering with SanDisk to expand production of high-end 3D NAND flash memory and secure a strong position in the high-end storage market. The project will apply for subsidies from the Japanese government. Analysts point out that with this expansion, Kioxia has most likely secured long-term customer contracts covering at least until 2028, and has ample financial strength.

Goldman Sachs believes that Nvidia's 2027 revenue guidance aligns with the most optimistic buy-side expectations. Meanwhile, a clearer outlook for gross margin and disclosures by management regarding customer financial commitments will jointly provide a firmer foundation for the stock's valuation. Given the market's previous high concerns over gross margin, this guidance is expected to remove the core uncertainty, serving as a "clearing event" for the share price. The bank reiterates its buy rating and raises its target price to $300.