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Long-term contracts and rising AI demand could support strong growth for Sandisk in the next five years.

Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion in locked-in contracts, but whether the stock still has room to run or has already priced in the boom is a question worth answering before the next move.

Situational Awareness’s multibillion-dollar bet on Sandisk highlights its conviction in the AI-driven memory boom, while the fund’s subsequent implosion raises broader questions about leverage, crowded positioning, and what comes next for SNDK investors.

There's a major ETF focused on AI memory stocks, but it has some drawbacks.

Jim Cramer called Micron a national treasure on live television while insiders were quietly moving in the opposite direction. What the buyback blackout and the CEO's summer trades reveal about the stock's real story is worth a closer look.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Sandisk has now been profitable for a whole year.

Tepper's track record makes him one of the best in the business.

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Roughly half of the supply is now committed to a handful of customers years in advance, and that, not the growth rate, is what a holder is underwriting.

While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.

The investment bank sees Sandisk's share price rising 26%

As we move further into 2026, 3G Capital is making fresh Q2 bets on three stocks positioned to benefit from the accelerating AI infrastructure boom.

Investors looking to buy one of these two AI stocks for their portfolios have an easy choice to make.

Many Fed officials favor raising rates to combat inflation, bond prices surge, Trump meets crypto execs, and more news to start your day.

SanDisk’s ambitious long-term targets suggest its explosive growth may be more sustainable than investors expect, giving Wall Street another reason to stay bullish on the stock.

Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.

Today, Aug. 19, 2026, bond market relief halted a three-day slide, lifting interest-rate-sensitive equities and healthcare names.

Sandisk's brutal July selloff was amplified by a forced hedge-fund unwind, but its latest results and long-term contracts suggest the underlying business is getting stronger and more predictable.

Why do so many investors own so much Sandisk stock? Because it's cheap.

MU targets a bigger AI memory opportunity as agentic AI drives demand for HBM, server DRAM and data center storage across expanding workloads.

The South Korean company’s plan to repurchase and cancel shares could ease fears about the AI spending boom fizzling out.

SanDisk just posted one of the most violent stock runs in large-cap history, yet institutional investors are betting against each other in the options market with unusual aggression. The bull and bear cases point to very different versions of the same company.

It's been a big year so far, at least for these 15 companies.

SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether record capital returns and record fab spending can coexist without one of them breaking.

Wall Street closed lower on Tuesday, dragged down by tech and industrial stocks.

Review Sandisk Corporation's (SNDK) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

The South Korean chipmaker said it will buy back and ‘cancel’ these shares between Aug. 20 and Nov. 19.

The filing shows a fund selling into the memory maker's most vertical quarter -- and a report has it buying back into memory stocks once it ended.