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J.P. Morgan resumes coverage of Sandisk stock while Citi doubles down on its bullish call on the heels of the storage provider’s investor day.

Western Digital (WDC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

WDC and CZFS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 14, 2026.

A single investor day in Milpitas just sent shockwaves through Seoul, and the ripple effects are repricing an entire asset class that Korean giants are preparing to take public.

Sandisk stock surged as Wall Street digested the flash memory maker's bullish long-term growth targets.

Shares of Sandisk (NASDAQ:SNDK) are up 7% to $1,630 in early Friday trading, extending Thursday’s blowout session. The rally spans the memory complex, with Western Digital (NASDAQ:WDC) stock up 4% to $505 and Micron Technology (NASDAQ:MU) shares up 3% to $978. SK Hynix (NASDAQ:SKHY) is up 2% to $169, Seagate Technology (NASDAQ:STX) shares are up ... Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market

WDC, CECO, CHMG, CZFS and AMP have been added to the Zacks Rank #1 (Strong Buy) List on August 14, 2026.

Investor Day targets 50% free-cash-flow margins.

Sandisk and Micron are surging on blowout earnings, lifting a handful of memory ETFs with them, but which fund you own today could mean the difference between capturing the rally and barely feeling it.

One company's investor day just ignited a sector-wide rally, and the reason why has Wall Street rethinking everything it assumed about memory chip economics.

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City.

Sandisk (NASDAQ:SNDK) stock is surging 15% to $1,545.35 on Thursday as investors digest the memory maker’s new long-term financial model and growth strategy. Sandisk’s 2026 Investor Day laid out an ambitious framework for fiscal 2028 through fiscal 2030, including mid-to-high teens revenue growth, approximately 80% non-GAAP gross margins and approximately 50% adjusted free cash flow ... Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

Western Digital, Caterpillar and Datadog rank among top momentum picks using Driehaus' "buy high and sell higher" strategy.

Micron keeps getting dismissed as a cyclical chip stock doomed to repeat the same boom-and-bust pattern, but one structural shift buried in its latest earnings call suggests that logic no longer applies the way investors assume.

Western Digital's 44% revenue growth, expanding margins and strong AI-driven storage demand signal continued earnings momentum.

The average brokerage recommendation (ABR) for Western Digital (WDC) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are already negotiating multi-year storage agreements, suggesting Western Digital is securing longer-term visibility into demand as data-intensive AI workloads expand. We’ll now examine...

The memory shortage behind the run was laid out in Micron's own supply disclosures long before the price caught up.

Sandisk's meteoric rise has some wondering if a stock split is next, but the bigger story is whether its AI-fueled momentum can keep powering the rally.

Rather than chasing the biggest AI memory winners, investors may find better long-term opportunities in discounted companies like Western Digital and Silicon Motion.

Roundhill CEO Dave Mazza called the memory pullback a leverage-driven “shakeout and repositioning,” even as DRAM attracted fresh inflows.

Shares fell more than 9% after an upbeat forecast failed to satisfy investors following the stock's threefold rise.

Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings.

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

Western Digital Corporation (NASDAQ:WDC) reported better-than-expected fourth-quarter results on Wednesday, surpassing Wall Street estimates for both earnings and revenue. However, the storage technology company’s shares fell more than 14% in premarket trading on Thursday as investors were left unimpressed by its forward guidance despite it exceeding consensus forecasts.

Western Digital Corp (WDC) reports a 44% year-over-year revenue surge to $3.75 billion, with EPS more than doubling to $3.56, as AI and cloud demand fuel robust growth and margin expansion.

By Satoshi Sugiyama TOKYO, Aug 6 (Reuters) - Asian shares took a breather on Thursday after an AI-driven surge the previous day, while oil prices traded in a tight range as markets assessed prospects

The hard-drive maker reports better-than-expected earnings for its fiscal fourth quarter, but guidance disappoints.

Western Digital reported a more than elevenfold increase in its fourth-quarter profit, driven by continued strong demand for its memory technology.