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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.

AI infrastructure companies are booming -- and these stocks are making big gains.

June S&P 500 E-Mini futures (ESM26) are up +0.31%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.30% this morning, pointing to further gains after a tech-led rally in the previous session, while investors monitor developments from the U.S.-China talks and await a fresh batch of U.S. economic data, with particular attention on retail sales figures.

The Nasdaq Composite (^IXIC) leads Wednesday's stock gains alongside the S&P 500 (^GSPC), the former ending the trading day 1.2% higher as the sector rallied. IDX Advisors CIO Ben McMillan comes on Market Domination Overtime to explain the demand for photonics technology — or the use of laser and light to transmit data — that could be the next phase of the AI Revolution.

Highly profitable AI stocks with surging demand are within reach.

A few lesser-known artificial intelligence stocks are worth considering this month.

Memory stocks have skyrocketed. Can the rally keep going?

Micron Climbs After Wall Street Bets Big on AI Memory Demand

South Korea has proposed a tax on AI driven chip profits, triggering a sector wide selloff that has pulled in NasdaqGS:SNDK alongside peers. The proposal targets profit redistribution on AI hardware leaders and has raised concerns that similar policies could appear in other manufacturing hubs. At the same time, NasdaqGS:SNDK’s very large multi year rally and high share price have sparked speculation about a forward stock split to improve retail access. Investors are reassessing both...

Academy Sports and Outdoors serves value-focused families and outdoor enthusiasts through 260 stores and a broad e-commerce platform.

SanDisk Corp (NASDAQ:SNDK) has been one of the market's standout performers over the past year, with gains dwarfing many mega-cap stocks. A member of Congress bought shares in 2025 but sold them just a day later, missing the stock's surge into 2026. Congresswoman Buys and Sells SanDisk Stock Rep. Lisa McClain (R-Mich.) disclosed buying and selling SanDisk stock in October 2025, per the Benzinga Government Trade page. Here are the transactions: Oct. 30, 2025: Bought $1,00 to $15,000 in SNDK stock

SanDisk stock sank yesterday amid a broader selloff in memory and semiconductor names. But should you buy the dip in SNDK shares today?

Memory was the first major AI bottleneck, as seen in explosive moves in Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK). Photonics could be the next one, and a new exchange-traded fund just opened for business to play it. The Corgi Lithography & Semiconductor Photonics ETF (CBOE: EUV) launched on May 6 as the first U.S.-listed fund built around the photonics theme. It holds $18.4 million in assets so far, a fraction of the nearly $7 billion that flooded into the Roundhill Memo

The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999 dot-com bubble. The Morning Brew Daily podcast episode on Monday, May 11, laid out the bull and bear case for the ... SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble