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Beyond Nvidia: Trading the next wave of AI infrastructure
Yahoo Finance Video71d agoneutralVIDEO
Beyond Nvidia: Trading the next wave of AI infrastructure

Forget chasing the Mag 7. Pacer ETFs’ Sean O'Hara and Catalyst Funds’ David Miller join host Trader Talk host Kenny Polcari to break down the massive trillion-dollar boom that could come from AI infrastructure investments.

Why Sandisk Corporation Is My Favorite Stock Idea Right Now
24/7 Wall St.72d agoneutral
Why Sandisk Corporation Is My Favorite Stock Idea Right Now

There are moments in investing where you look at what is happening in the world around you, and a simple company just clicks into place as the obvious beneficiary. For me, in 2026, that company is Sandisk Corporation (NASDAQ:SNDK), and the thesis comes down to something I genuinely believe: the AI data center buildout is ... Why Sandisk Corporation Is My Favorite Stock Idea Right Now

3 High Growth Tech Stocks To Watch In The US Market
Simply Wall St.72d agoneutral
3 High Growth Tech Stocks To Watch In The US Market

Over the last 7 days, the United States market has risen 1.6%, and in the past year, it has climbed 28%, with earnings anticipated to grow by 17% per annum over the next few years. In such a dynamic environment, identifying high growth tech stocks that align with these positive trends can be crucial for investors looking to capitalize on potential opportunities in this sector.

Western Digital Links Quantum Secure Drives And AI Board Expertise
Simply Wall St.73d agoneutral
Western Digital Links Quantum Secure Drives And AI Board Expertise

Western Digital (NasdaqGS:WDC) has launched Ultrastar UltraSMR hard disk drives with integrated post-quantum cryptography security. The company describes these drives as an industry first in bringing quantum resistant security to production HDD hardware. Western Digital has also appointed Manuvir Das, an experienced AI and cloud infrastructure executive, to its board of directors. For investors watching data infrastructure, Western Digital sits at the intersection of AI workloads and large...

Micron Rises 7%, Western Digital Climbs and SanDisk Climb 4% as Memory Stocks Extend Parabolic Run
24/7 Wall St.73d agobullish
Micron Rises 7%, Western Digital Climbs and SanDisk Climb 4% as Memory Stocks Extend Parabolic Run

Memory and storage stocks are catching another strong bid at midday Monday as the AI memory supercycle extends one of the most extraordinary runs in semiconductors. Micron Technology (NASDAQ:MU) stock is up 7% to around $1,041, Western Digital (NASDAQ:WDC) stock is gaining 4% to $554, and SanDisk (NASDAQ:SNDK) stock is adding 4% to around $1,758 ... Micron Rises 7%, Western Digital Climbs and SanDisk Climb 4% as Memory Stocks Extend Parabolic Run

Jim Cramer on Micron: “Unlike the Dot-Coms, It’s Insanely Profitable”
Insider Monkey73d agoneutral
Jim Cramer on Micron: “Unlike the Dot-Coms, It’s Insanely Profitable”

Micron Technology, Inc. (NASDAQ:MU) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer discussed the “bubble” concerns around the stock and its peers, as he said: I think it’s an insult to group this market’s winners […]

SanDisk Stock Near $1,700: Two Risks That Could Break the Momentum
Trefis73d agoneutral
SanDisk Stock Near $1,700: Two Risks That Could Break the Momentum

When a stock goes vertical, climbing 167% in three months and a staggering 669% in six, it is easy to assume the move is driven by pure momentum. But if you look closely at SanDisk (NASDAQ: SNDK) as it hovers near $1,700, the reality is far more calculated than a typical trend. While institutional allocators have spent weeks confirming management's latest guidance raise, buying at these levels requires balancing that fundamental execution against two looming structural traps. The strategic wager

Is Western Digital (WDC) One of the Best Future Tech Stocks to Buy According to Billionaires?
Insider Monkey73d agobullish
Is Western Digital (WDC) One of the Best Future Tech Stocks to Buy According to Billionaires?

Western Digital Corporation (NASDAQ:WDC) is one of the best future tech stocks to buy according to billionaires. On May 26, Western Digital Corporation appointed Manuvir Das to its board of directors. A veteran technology executive, Das currently serves as an Operating Partner at Stonepeak Partners LP and brings extensive experience in enterprise AI, cloud computing, […]

Here’s What Evercore Now Says About Western Digital Corp (WDC) Stock
Insider Monkey74d agoneutral
Here’s What Evercore Now Says About Western Digital Corp (WDC) Stock

Western Digital Corp (NASDAQ:WDC) is one of Renaissance Technologies’ top semiconductor stock picks. Western Digital shares have gained around 180% year-to-date and soared more than 900% over the past year. On May 26, Evercore ISI boosted its price target on Western Digital Corp (NASDAQ:WDC) shares to $575 from $410 while keeping an Outperform rating on […]

Western Digital Corporation (WDC): Leopold Aschenbrenner Is Selling This Stock
Insider Monkey74d agobearish
Western Digital Corporation (WDC): Leopold Aschenbrenner Is Selling This Stock

We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Western Digital Corporation (NASDAQ:WDC) ranks 39th on this list. Latest filings show that Situational Awareness LP has sold off the stake it held in Western Digital Corporation (NASDAQ:WDC). The stock had first appeared in the […]

Barclays Raises its Price Target on Western Digital (WDC)
Insider Monkey74d agoneutral
Barclays Raises its Price Target on Western Digital (WDC)

Western Digital Corporation (NASDAQ:WDC) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 27, 2026, Barclays analyst Tom O’Malley raised the firm’s price target on Western Digital Corporation (NASDAQ:WDC) to $620 from $450 and maintained an Overweight rating on the shares. O’Malley said memory and storage remain the “most […]

Jim Cramer Discusses Missing the Massive Sandisk and Peers Rally
Insider Monkey75d agoneutral
Jim Cramer Discusses Missing the Massive Sandisk and Peers Rally

Sandisk Corporation (NASDAQ:SNDK) was among the stocks Jim Cramer discussed in this changing market. Cramer mentioned the stock during the episode and said: Look, there’s just too much opportunity out there to hold on to stocks that refuse to budge. So the lesson here is that if you think a stock’s headed higher, don’t use […]