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Datacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

Sandisk has had an exceptional run over the past year, yet the current valuation signals are more muted. The Discounted Cash Flow (DCF) estimate points to a share price that is roughly in line with where the stock trades today, while the market multiples still screen it as undervalued. Over the past 12 months, Sandisk has returned more than 26x an initial investment, which means any new buyer now has far less room for error if expectations change. New high density flash products for AI and...

The memory maker's revenues continue to skyrocket thanks to a worldwide shortage that has catapulted memory prices higher.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

SanDisk Shares Surge as New AI-Focused Flash Memory Technology Unveiled

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.

Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

Sandisk just gave investors nine good reasons to buy its very cheap stock.

SanDisk has already outrun nearly every stock in large-cap tech this year, yet analysts keep raising their targets. The question is whether the AI storage cycle driving this run has enough structural fuel left to justify chasing it now.

SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

The memory maker has far outperformed many of its semiconductor peers throughout 2026, but its rally could just be getting started.

CoreWeave Inc. (NASDAQ:CRWV) raised prices across its artificial intelligence computing offerings in July and is passing along rising hardware costs to customers, as demand continues to accelerate. A Quarter of Pricing Power CFO Nitin Agrawal told analysts on Tuesday’s earnings call that the increase was “an approximately 25% increase across SKUs in response to the current demand environment.” He added that CoreWeave is separately passing through rising component costs to customers, including pr

The proposed investment is another bullish signal for semiconductors, suggesting investors see further upside in chip stocks.

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]

The cap on gross margin that came with SanDisk's new supply contracts is what bought years of committed demand, and that trade is the case for the stock.

Shareholders should continue to profit from the memory shortage.

Argus argued that the recent correction created a more attractive entry valuation during a powerful memory-industry growth cycle.

Caterpillar's AI-driven power backlog fuels a bullish outlook, while Celsius faces distribution issues, falling estimates and earnings pressure.

SNDK highlights multiyear customer deals, rising AI storage demand and disciplined supply growth as fiscal 2027 begins with greater visibility.

WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.

Western Digital's 44% revenue growth, expanding margins and strong AI-driven storage demand signal continued earnings momentum.

MU's take-or-pay deals lock in customer commitments, pricing protections and contracted revenues, boosting sales visibility through 2030.

Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.

Argus Research upgrades Sandisk stock to Buy. Here’s why analyst Jim Kelleher sees significant further upside in SNDK shares.

As memory stocks plummet, more losses may be on the way.

This ETF outperforms its benchmarks and large-cap growth ETFs.