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More than three-quarters of Appaloosa's $7.7 billion in invested assets are tied to industry-leading artificial intelligence (AI) stocks.
SanDisk just committed to a $31 billion NAND expansion at the exact moment investors are asking whether the AI memory boom is just another cycle waiting to collapse. The answer hinges on a contract structure unlike anything the industry has tried before.
Micron's diverse business gives it an edge over Sandisk.
Sandisk (NasdaqGS:SNDK) and Kioxia announced plans for a joint investment of about US$31b in Japan to expand and upgrade flash memory manufacturing infrastructure through 2032. The investment is described as contingent on support from the Japanese government and focuses on advanced flash memory capacity for data center and AI related demand. The plan reinforces the long running partnership between Sandisk and Kioxia and highlights deeper U.S. Japan cooperation in semiconductor supply...
The flash memory partners have put more than $50 billion in Japan over 25 years. The new plan would spend comfortably over half that sum again in about six years.
SanDisk laid off dozens of development employees at its Israel R&D centers even as fiscal fourth-quarter revenue jumped 372% to $8.97 billion and the stock remains the S&P 500 Index’s top performer.
Sandisk has been crushing it, but the market doesn't respect its industry.
Western Digital has surged 168% this year while peers in flash and DRAM keep climbing, yet WDC stock just shed 13% without a single company-specific headline to explain it. Something inside the storage market is shifting, and the answer changes whether this dip is a gift or a warning.
On August 27, Sandisk (NASDAQ:SNDK) and Japan’s Kioxia said they would invest more than $31 billion in Japan through 2032, expanding memory chip production as the AI boom drains supply faster than the industry can replace it. Kioxia CEO Hiroo Ota and Sandisk CEO David Goeckeler met Japanese Prime Minister Sanae Takaichi the same day […]
Will Sandisk's plans to return capital to shareholders improve the value of holding the stock?
SNDK stock has a $3,000 high price target. These catalysts could make it possible.
Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...
A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.
Supplies of memory chips aren't expected to catch up with demand for at least another year and a half.
NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.
MU's record Q3 gross margin, sharp DRAM and NAND pricing gains, and tight AI-related demand set the stage for its 86% Q4 gross margin target.
Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology Memory names Sandisk Micron and Western Digital were also down. Marvell is at the heart of the great AI date-center buildout. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.
↘️ Marvell Technology (MRVL): The semiconductor company reported higher revenue and earnings and lifted its guidance for the current and upcoming fiscal years. Still, shares sank premarket, in the latest example of the high expectations that investors have for companies tied to the AI boom.
SanDisk perpetual volume hit $16.29 billion on Aug. 19, equivalent to a record 62% of SanDisk’s US spot turnover that day. Stock-linked perp activity is ...
“All supply constraints over time have to equate, when excess profits are made in a category all innovators arrive,” Arora said.
Digital, Sandisk and Super Micro Computer have been highlighted in this Industry Outlook article.
Sandisk stock has witnessed a breakout over the last year, but its rally might be far from over.
The rising values of artificial intelligence stocks and their outperformance compared to other S&P 500 stocks in 2026 has former hedge fund manager Whitney Tilson sending a bubble warning. Here’s why. Whitney Tilson Smells a Bubble Tilson draws a parallel...
The S&P 500 Index ($SPX ) (SPY ) closed up by +0.72% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +1.43%. E-mini S&P futures (ESU26 ) rose +0.68%, and September E-mini...
NVIDIA just disclosed a memory commitment that nearly tripled in a single quarter, yet the stocks of its named suppliers are falling hard on Thursday. One name in the group is bucking the selloff, and the reason points to a fault line running through the entire memory trade.
Sandisk has the edge as AI-driven demand, pricing strength, supply constraints and multiyear deals fuel stronger near-term growth.