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Sandisk became the S&P 500’s top-performing stock in H1 2026 as AI demand fueled memory and storage growth. Can supply constraints and enterprise SSD demand keep driving the rally higher?
Palantir (NASDAQ: PLTR) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder. Palantir sells the software brain that runs enterprise AI. SanDisk sells the NAND flash memory that feeds hyperscaler datacenters. Comparing them shows how the AI buildout is minting winners at opposite ends of the stack. ... Palantir vs. SanDisk: Two Paths to AI Riches, One Winner
Memory and storage stocks are sliding again Thursday morning, extending a rare pullback for a group that has posted extraordinary gains through 2026. SanDisk (NASDAQ:SNDK) stock is leading the declines, down 11% to $1,802 in midday trading. Seagate Technology (NASDAQ:STX) shares are off 7% to $852, Western Digital (NASDAQ:WDC) shares are down 7% to $556 ... SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Fluence Energy (NASDAQ:FLNC) ranks #4 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 31 Fluence Energy (NASDAQ:FLNC) is a battery energy storage systems company that sells large-scale grid-stabilizing battery solutions, software platforms, […]
The PHLX Semiconductor Index is up roughly 80% since the start of the year. Meanwhile, cloud computing giants have dragged. Chip stocks have gotten a boost from Big Tech’s massive spending on AI infrastructure.
The CEO of an AI investing start-up sees a bumpy road for tech stocks and suggests advisors use buffer ETFs or options strategies to protect client portfolios.
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. Cerebras Systems (NASDAQ:CBRS) ranks #9 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: N/A Cerebras Systems (NASDAQ:CBRS) is an AI chipmaker that sells Wafer-Scale Engine (WSE-3) processors. Its customers are OpenAI and […]
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. QuantumScape Corp (NASDAQ:QS) ranks #3 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 35 QuantumScape Corp (NASDAQ:QS) is a battery technology company developing solid-state batteries for electric vehicles. The stock has plummeted […]
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. AST SpaceMobile (NASDAQ:ASTS) ranks #1 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 39 AST SpaceMobile (NASDAQ:ASTS) is frequently mentioned on Reddit by investors speculating about which stock could become the next SanDisk. […]
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: N/A NETLIST (OTC:NLST) is a small-cap memory company that has caught the attention of retail investors who believe it could […]
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. The Metals Company (NASDAQ:TMC) ranks #5 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: 24 The Metals Company (NASDAQ:TMC) is down about 30% so far this year but Redditors believe the stock […]
Both are benefiting from surging demand for data center memory.
Forget Nvidia. The AI memory boom is creating massive winners, and this soaring ETF could be on track for a stock split before the year is over.
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL) wants to buy from is not yet on the US entity list, unlike YMTC, which already is. For ... Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
This memory chipmaker has more growth ahead.
Sandisk (SNDK) has gained about 762.52% year to date at the time of writing, Wednesday afternoon, July 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.54% in the same period. The third-largest enterprise solid-state drive (SSD) manufacturer has outpaced the S&P 500 by a wide ...
The sharp selloff in high-flying memory stocks, without any clear fundamental trigger, has concerned investors, fueling fears of a broader downturn.
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!” However, ... Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
Sinking chip stocks dragged on the Nasdaq on Wednesday, but a big rally for Meta Platforms helped limit losses.
Bank of America Says Sandisk Could Be a Big Winner as NAND Prices Stay Hot
Supply-demand imbalance supports higher price target.
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