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SanDisk has turned in one of the most explosive stock runs of 2026, but Wall Street and one closely watched model are now pointing in opposite directions, and the gap between them could define where this trade goes next.
WDC entered fiscal 2027 with stronger cash generation, a net cash position and plans to keep returning free cash flow to shareholders.
China isn't a threat to Micron's high-bandwidth memory dominance in the short term, but recent developments signal long-term competition in its most lucrative market.
The S&P 500 Index ($SPX ) (SPY ) is down -0.32% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.04%. E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures (NQU26...
Stocks fell on Monday as long-dated bond yields continued to climb amid surging oil prices, raising concerns that the Federal Reserve will need to hike rates at its policy meeting next week.
Stocks rose after the monthly jobs report
Two memory stocks may finally be escaping their summer slump
Both stocks are growing at an unreal pace.
Friday's rally made Sandisk the S&P 500's top performer before its September 21 index promotion.
Here’s what could happen to MU and SNDK shares next
Spheria Asset Management, an investment management company, released its Q2 2026 investor letter for “Spheria Global Opportunities Fund”. The letter can be downloaded here. In June 2026, the Fund returned +4.7%, underperforming the MSCI World Small Cap Accumulation Index’s 5.5% return. In the quarter, the fund returned 5.7% vs. 13.7% for the benchmark. Global equity […]
Micron shares have already rewritten what investors thought possible for a memory stock, but the next leg higher hinges on a single question about contract pricing that the upcoming earnings report will either answer or obliterate.
Tracking a stock’s price range and volume can give individuals clues on when to buy a stock that’s about to climb or bail out on a stock that’s primed to fall.
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund has quietly become.
The stock closed at $1,739.02 as investors piled back into memory and storage names.
AI-driven demand, record backlogs and data center growth are powering five growth stocks - FIX, PWR, STX, SNDK and SMTC - for September.
Memory prices have always been free to crash. For more than half of the memory specialist's output, they no longer are.
Sandisk could crush Wall Street's price target and make investors significantly richer over the coming year.
Wall Street delivered a sharp split on September 4. The S&P 500 fell 0.4% after a stronger-than-expected jobs report lifted rate concerns, but Sandisk jumped 11.9% and Micron gained 6.1%. The divergence matters because it was not a broad risk-on move. The pattern was consistent with investors rotating toward memory and storage suppliers that help […]
When looking at stock market tickers, it is easy to fall into the trap of judging a company by its absolute dollar price rather than what is actually being paid for its earnings. During the September 2 episode of Mad Money, Jim Cramer tackled the misconception by comparing two completely different tech players, including hardware […]
SanDisk Corp. (NASDAQ:SNDK) rallied for a third consecutive day on Friday, jumping 11.9 percent to close at $1,740 apiece as investors gobbled up shares ahead of its addition to the S&P 100 index later this month. As part of its latest quarterly index rebalancing, the S&P Dow Jones Indices announced that SanDisk Corp. (NASDAQ:SNDK) will […]
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