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Rosenblatt Securities
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Situations
Securitize Corp. market performance and expansion
9 clusters · 35 sources · last updated
Latest: Equity tokenization market reaches multi-billion dollar scale
Securitize Corp., a digital asset tokenization platform backed by BlackRock, experienced significant financial volatility in mid-2026. Following its debut on the New York Stock Exchange, the company saw its shares drop a
SanDisk AI rally continues amid index inclusion and risks
49 clusters · 104 sources · last updated
Latest: Global memory market faces supply constraints through 2027 driven by AI demand
SanDisk’s AI-driven rally has seen its stock rise over 3,900% in twelve months, exceeding $1,550. Following its February 2025 separation from Western Digital, the company has become a top performer in the S&P 500. In Sep
Micron AI memory boom and leadership restructuring
99 clusters · 379 sources · last updated
Latest: Micron stock declines following Intel memory cost warnings
In May 2026, Micron began producing 1-alpha DDR4-compatible DRAM at a new Virginia fab, supported by a $2 billion expansion funded partly by the CHIPS Act. Throughout June, the company reported record earnings driven by
CoreWeave expansion and financial scrutiny persist
30 clusters · 113 sources · last updated
Latest: CoreWeave shares rise following Denmark data center activation
CoreWeave’s expansion and financial scrutiny persist as analysts provide divergent outlooks. While JPMorgan Chase & Co. upgraded the stock to ‘overweight’, citing strong market share and significant deals with Microsoft,
South Korea AI chip volatility and semiconductor expansion
294 clusters · 707 sources · last updated
Latest: South Korean bond yields fall amid semiconductor volatility and AI concerns
The AI-memory surge and subsequent market volatility evolved through late 2026. Following a period of significant sell-offs, the KOSPI saw a massive single-day gain of roughly 18% on July 31, driven by Samsung Electronic
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