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By IPO Edge Editorial Staff For most of the last year, the bear case on Apple (AAPL) wrote itself. Tariffs would gut margins. China was a lost cause. The AI story had […]

Sandisk went public a little over a year ago, and it's now worth more than the company it spun off from.

Traders are trimming riskier assets as Middle East tensions, rising yields, and inflation concerns cool tech enthusiasm, today, May 18, 2026.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...

President Trump said he delayed a planned attack on Iran, but Sandisk, Bloom Energy and other AI leaders still tumbled.

Sandisk ride in AI storage trade faces May 20 mini-tender deadline as investors stay focused on tight NAND and soaring data-center demand.

Western Digital sees a bright future for HDD.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...

Ideally, Nvidia will have a big earnings day.

NVIDIA, Micron and Sandisk are highlighted as AI stocks with strong earnings growth and relatively attractive valuations.

The most talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher in the hours b

Sandisk is still a cyclical stock, but it's riding one doozy of an upcycle.

These AI infrastructure stocks are supplying the components that drive AI development.

The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.

These memory chipmakers have major expansion plans underway.

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Even legacy tech companies like Intel and Dell Technologies are riding the AI wave with major stock gains this year.

Hedge fund Appaloosa, run by billionaire David Tepper, took an axe to many of its stock holdings in the first quarter of the year.

Sandisk and Micron trade below nine times forward earnings despite surging AI-driven demand for memory chips.

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.

The memory rally has been one of the most extraordinary moves of the cycle, and SanDisk (NASDAQ:SNDK) sits at the center of it. After a 3,197% gain over the past year and a 482% year-to-date run, the question is whether fundamentals can keep up with the multiple. Our 24/7 Wall St. price target for SanDisk ... Sandisk Price Prediction: Has the Rally Gone Too Far?

Even without China, Nvidia and Sandisk are selling chips as fast as they can manufacture them.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

The stock is trading up nearly 3,640% since Sandisk spun off from Western Digital last year.

Japanese memory supplier Kioxia announces plans to list American depositary receipts on a U.S. stock exchange.

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.