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Sandisk is still a cyclical stock, but it's riding one doozy of an upcycle.
The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.
These memory chipmakers have major expansion plans underway.
(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida
Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.
Sandisk and Micron trade below nine times forward earnings despite surging AI-driven demand for memory chips.
Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.
The memory rally has been one of the most extraordinary moves of the cycle, and SanDisk (NASDAQ:SNDK) sits at the center of it. After a 3,197% gain over the past year and a 482% year-to-date run, the question is whether fundamentals can keep up with the multiple. Our 24/7 Wall St. price target for SanDisk ... Sandisk Price Prediction: Has the Rally Gone Too Far?
Even without China, Nvidia and Sandisk are selling chips as fast as they can manufacture them.
The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.
The stock is trading up nearly 3,640% since Sandisk spun off from Western Digital last year.
Japanese memory supplier Kioxia announces plans to list American depositary receipts on a U.S. stock exchange.
The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind
Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.
SNDK rides on booming AI-driven data center demand as enterprise SSD sales surge and new QLC Stargate solutions fuel growth.
Silicon Motion Technology is a vital part of the AI build-out that is starting to get some attention.
Sandisk has alerted investors to an unsolicited mini-tender offer for its shares by Tutanota LLC. The company is urging shareholders to reject the offer and take no action in response. Sandisk cites the risks associated with mini-tender offers, which can bypass some investor protections. For investors tracking NasdaqGS:SNDK, this warning comes at a time when the stock is trading at $1,382.72. Recent performance data shows the share price return is 3.2% over the past week and 46.4% over the...
MU and SNDK are surging as AI-driven demand for HBM, DRAM and SSD storage tightens supply across the memory market.
Value investors don't have to be left out of the AI Revolution. These companies have cheap valuations.
Micron Technology and Sandisk Corporation have been two of the best performing stocks in the market over the last year. Can they continue to gain amid the AI driven memory shortage?
Look beyond NVIDIA with Willdan Group, Duos Technologies, and Innodata.
These stocks have both blown past the S&P 500 in the past year.
Profits are still surging at Sandisk, but investors seem worried the stock price has already peaked.
While record-breaking rallies in tech push the US market (^DJI, ^IXIC, ^GSPC) to new heights in 2026, are retail investors still as engaged with these market dynamics that come with these massive valuations? Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma comment on the latest trends in retail trading activity observed by JPMorgan.
BXDC starts trading on May 14.
Western Digital rides the AI storage boom with surging earnings, rising hyperscaler demand and aggressive shareholder returns after its Sandisk split.