Memory is currently the hot topic in AI. Here are some excellent companies flying a bit more under the radar than Micron and Sandisk.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. SanDisk (NASDAQ:SNDK) ranks #2 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics and […]
SanDisk Corporation (NASDAQ:SNDK) is one of the fastest-growing AI infrastructure stocks to buy. On May 12, 2026, reports highlighted SanDisk’s open-source SPRandom technology, a method designed to cut SSD preconditioning for ultra-high-capacity drives from days to hours. SSD preconditioning is not a consumer feature; it is an operational bottleneck for data centers, where drives need […]
AI's memory bottleneck is fueling a hardware boom. These ETFs offer diversified exposure to leading memory and storage firms riding the surge.
The Morning Bull - US Market Morning Update Friday, Jun, 19 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.8% and Nasdaq-100 futures ahead roughly 1.5%, as investors digest a mix of firm economic data and a tougher tone from global central banks. The US Federal Reserve kept interest rates steady but signalled that several policymakers still see one more hike by the end of 2026. This means borrowing costs for mortgages, credit cards and...
A handful of winners did the heavy lifting for this tech fund, while some of its biggest names worked against the grain.
Apple confirmed rising memory costs, pointing to supplier pricing leverage that affects upcoming products. Following these comments, Sandisk (NasdaqGS:SNDK) saw its stock surge about 11% as investors reacted to the pricing signal. Apple's move comes alongside Intel's agreement to manufacture Apple-designed AI semiconductors, reinforcing demand for high-performance memory. The current Sandisk share price is about $2,182.451, with the stock up 16% over the past week and 57.8% over the past...
Both companies are thriving amid the memory chip shortage.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
AI is the trade of the year and it’s still very much alive.
SanDisk (NASDAQ:SNDK) stock is surging in Thursday trading, up 11% to $2,170. Western Digital (NASDAQ:WDC) stock is also flying, up 7% to roughly $764. The catalyst landed before the open and hit memory and storage names broadly. The trigger came from Apple (NASDAQ:AAPL) CEO Tim Cook, who told the Wall Street Journal that surging memory ... SanDisk Jumps 11%, Western Digital Rises 7% After Apple Flags “Unavoidable” Memory Price Hikes
President Trump just gave Intel, Apple, and Sandisk investors some very good news.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...
SanDisk is trading at $2,144.40, up +9.48% intraday and within reach of its 52-week high of $2,167.33, while Micron Technology is at $1,111.91, up +6.59% and just below its own 52-week peak of $1,116.25. Both stocks have been on extraordinary runs over the past year — SanDisk has gained more than 4,400% in the past 52 weeks as NAND pricing entered a structural shortage cycle, and Micron has added roughly 810% — but Thursday's session marks a fresh catalyst: explicit confirmation from Apple that
The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...
Sandisk is riding the perfect storm of being in the right place at the right time.
FEATURE Tech stocks were rebounding on Thursday after President Donald Trump signed a memorandum of understanding to end the Iran war. Futures tracking the rose 0.8%, putting the tech-heavy index on track to claw back some of its losses from the previous session.
SanDisk Corporation (NASDAQ:SNDK) is among the stocks with the best earnings growth for the next 3 years. On June 8, Vijay Rakesh from Mizuho raised estimates for SanDisk Corporation (NASDAQ:SNDK) following the quarterly AI application-specific integrated circuit roadmap call. The firm projects tensor processing units to reach 35 million in 2028, which is roughly 8-times […]
Healthy demand for memory equipment should help Lam Research clock stronger-than-expected growth in the future.

The memory shortage is hitting the gaming sphere, with Sandisk's (SNDK) PlayStation 5 storage SSD costing nearly $3,000. Yahoo Finance Technology Editor Dan Howley breaks down the details.
Western Digital plans to complete a SanDisk share swap on June 22, further separating the two businesses. The transaction is set to leave Sandisk, ticker NasdaqGS:SNDK, operating as a pure-play NAND and SSD company. Sandisk is in an AI-driven memory upcycle, supported by strong AI-related demand, tight supply and multi-year contract wins. For investors tracking Sandisk, NasdaqGS:SNDK, the timing of this share swap matters. The stock has moved sharply, with the share price at $1,991.55 and...
SanDisk's record-breaking rally has officially outrun itself, and now even the bulls are watching nervously.
Sandisk stock has delivered stunning gains to investors this year, and the good news is that it can soar even higher.
FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.
WDC stock is riding a four-day winning streak, gaining nearly 40% over the period and bucking the broader market weakness.
Both stocks have soared, but the two chipmakers are built very differently.