ニュース

Each one offers a unique mix of opportunity and risk.

The chart below looks like AI-generated, but it’s not. Since its February 2025 spin-off from Western Digital Corp., SanDisk Corp. has gained 4,086%. Nvidia Corp., the AI poster child of the decade, has gained 4,006% — over nearly nine years....

Retail investors are piling into AI-linked chip and hardware names as valuation concerns rise after a six-week semiconductor surge.

Both memory chipmakers have outperformed the market by miles in 2026, but only one combines structural growth with shareholder-friendly capital returns.

A series of bullish catalysts just launched Qualcomm stock to record highs.

Shares of the Roundhill Memory ETF (CBOE:DRAM) are extending a parabolic run, trading near $55.80 in Monday midday action and up about 6% on the day. The fund has now roughly doubled since launching on April 2, putting its 2026 gain at approximately 107%. The move caps a blistering stretch for the new fund. Amazingly, ... Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

Having reached its all-time high of $1,153.00 on May 1, 2026, Sandisk Corporation (NASDAQ:SNDK) secured a spot on our list of the 7 tech stocks that just hit new all-time highs. The company had been making important strategic moves in the background before that surge, taking the stock 558.16% higher in 2026 so far, as […]

Memory stocks climbed as investors bet on tighter supply and stronger chip margins.

Sandisk stock has surged more than 500% so far in 2026, but the stock could still carry explosive gains.

Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.

Intel, Micron, Advanced Micro Devices, Sandisk and QQQ have been highlighted in this Investment Ideas article.

AI hyperscaler spending is driving soaring demand for memory and storage chips, boosting MU, WDC and SNDK prospects.

June S&P 500 E-Mini futures (ESM26) are down -0.03%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.04% this morning, pointing to a muted open on Wall Street as oil prices and bond yields climbed after U.S. President Donald Trump slammed Iran’s response to a U.S. peace proposal.

Welcome to the great chip-stock melt-up of 2026. Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled. And the S&P 500’s semiconductor companies have added roughly $3.

Shares of both SanDisk and Micron are rallying as investors cheer on artificial intelligence (AI) memory and storage.

Wall Street weighs the bottlenecks within the AI trade.

Investing.com -- The global semiconductor industry has entered a massive "melt-up" phase, adding approximately $3.8 trillion in market capitalization over the last six weeks.

A year ago, investors had all but left Intel for dead. Now, the chip maker’s shares are going parabolic, notching their first record in 26 years, then soaring past it. Intel is now up 239% this year.

Sandisk is up by nearly 3,900% over the past year, and it's all driven by fundamentals.

Sandisk stock has gained more than 557% so far just in 2026 and recently eclipsed $1,500 per share.

Sandisk Corporation (NASDAQ:SNDK) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer mentioned the stock during the episode and said: Right now, I think some people are getting the message at last that the computing AI revolution represents perhaps the greatest single trend of our […]

The top dot-com stocks were making history 2000. Today's Nasdaq winners are crushing those gains.

Surging interest in Sandisk (SNDK) is tied to its blockbuster third quarter, where record sales, a sharp swing back to profitability, and strong fourth quarter guidance coincided with rapid growth in AI focused datacenter demand. See our latest analysis for Sandisk. After hitting fresh highs on the back of its third quarter surprise, Sandisk shares have cooled slightly with a 1 day share price return of negative 4.97%. That follows a 7 day share price return of 22.20% and a 30 day share price...

REVIEW PREVIEW NEWSLETTER Broken Record. We’re running out of superlatives for this market. The S&P 500 and Nasdaq Composite closed Friday at new highs once again. It’s their 15 and 11th record closes of the year, respectively.

The Nasdaq notched its best six-week streak since 2009 as a surge in semiconductor shares continues.

Truth be told, a survey of leading biotech stocks currently in the IBD 50 actually accentuates the importance of using both daily and weekly charts in the same manner as, say, the mega-cap leaders such as Sandisk, Micron Technology, and Western Digital in the data storage segment. The concept also applies to other tech leaders such as Marvell Technology in application-specific integrated circuits, and Ciena, a fiber-optic data networking company. Marvell carries a $140 billion market cap, and Ciena is valued at $76 billion.

Memory-chip stocks rallied on Friday amid heightened spending on AI data centers. Micron stock and Sandisk both hit record highs.