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Investors were enthused about recent performance and continued opportunity.

During their recent earnings calls, big tech CEOs spoke extensively about the rising cost of memory.

Sandisk, Micron, and Lumentum have been huge winners over the past year.

Leopold Aschenbrenner’s Situational Awareness fund disclosed an extraordinary concentration in AI infrastructure by June 30, according to a Form 13F filed on August 14. Then,it reportedly sold its public-equity portfolio to Citadel after severe July losses and margin pressure. Axios attributed the sale to an unnamed source. Its Q2 Form 13F showed approximately 2.5 million […]

A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.

Sandisk has been crushing the S&P 500, and recent news from peer memory maker Samsung could extend its rally.

NVIDIA, Micron, and SanDisk are dominating the AI trade in 2026, but each stock tells a completely different story about what it takes to beat Wall Street's targets over the next 12 months.

Lam Research stock has surged impressively this year, and a closer look at the memory market's prospects suggests that it isn't done soaring yet.

Outpacing the Nasdaq Composite over the past 12 months, Sandisk continues to receive a highly bullish outlook from Wall Street analysts, reflecting confidence in the company’s long-term prospects.

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.

Does the hedge fund manager know something Wall Street doesn't?

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before We

Peak AI fears permeate.

Stock perpetual futures hit $665.42B in August as SNDK, SK Hynix and SPCX took half of crypto exchange volume.

Tepper just abandoned one AI winner for another

Sandisk's revenue has nearly tripled in just two years, while ARM has grown more modestly.

None of the underlying conditions that sent Sandisk to its all-time high earlier this year have changed.

Sandisk (SNDK) has been added to the Zacks Rank #1 Strong Buy list after analysts raised their consensus earnings estimate for the current year over the past two months. That change in estimates has drawn fresh attention to the stock. Sandisk's share price has surged over the past year, with a year to date share price return of 469.21% and a 1 month share price return of 28.96%. The 1 year total shareholder return of about 29x reflects how strongly investors have reacted to its AI driven...

SK Hynix stock can go on a terrific bull run, driven by solid growth prospects and an attractive valuation.

The memory cycle that crushed Micron shareholders for three decades may have just broken permanently, and the market still seems to be pricing the stock like nothing changed.

Nasdaq Recovers in August as Big Tech Earnings Outshine Oil and Rate Fears

Stock Market Today: The Dow Jones index drops Tuesday as oil prices and Treasury yields jump. Nvidia and Micron are early losers.

AI stocks including Sandisk, Corning, and Intel struggle as investors ditch risk assets amid a run-up in bond yields.

TXO, GS, SNDK, TLS and THC have been added to the Zacks Rank #1 (Strong Buy) List on September 1, 2026.

China’s memory push is emerging as a fresh challenge to the global AI chip supply chain.

A rising share of the company's output is already sold under multiyear agreements whose pricing carries an upper bound, at a moment it says demand is outrunning its supply.

Dow Jones Futures: President Trump's Iran warning sparked stock market losses Monday. Elon Musk-led SpaceX and Tesla rallied.

Sandisk will join the MSCI World Index on Aug. 31.

Sandisk’s massive Japan expansion could strengthen its supply position and give the company a bigger role in the AI data center boom.

Qualcomm's revenue has declined over two years while Sandisk's surged nearly 5x, narrowing a once-massive gap.