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Sandisk can still deliver a multibagger performance over the next five years.

Social media turned sharply bearish on memory stocks like SanDisk and Micron last weekend, and some analysts were calling time on the sector. Then something happened that flipped the entire trade on its head.

The end of 2026 could be a wild ride for investors.

SK hynix (KOSE:A000660) and Sandisk have released a new High Bandwidth Flash technical specification through the Open Compute Project. The High Bandwidth Flash standard is designed for AI inference systems and targets high bandwidth and high capacity memory and storage use cases. The open specification gives system designers a common framework for integrating AI focused memory technologies across future infrastructure. The move is expected to broaden SK hynix's role within the AI ecosystem...

Sandisk's (SNDK) long-term targets suggest Wedbush Securities' fiscal 2028 estimates understate the

Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions.

Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.

The quant fund also exited AppLovin.

The memory maker's new three-year targets look like a peak quarter made permanent -- and $93.9 billion of revenue is already under contract.

Sandisk's (SNDK) long-term growth and margin targets are above RBC Capital Markets' estimates, while

SK Hynix is the IBD Stock Of The Day as the South Korean memory-chip maker continues to benefit from high demand from AI data centers.

Micron and Sandisk both just posted blowout memory quarters, but the two stocks face very different setups heading into late September. One looks like a high-conviction institutional hold, and the other may have already burned through its near-term catalyst.

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.

Micron Technology stock was surging back toward $1,000 early Friday. The key factor is that memory prices are expected to keep surging. Valuing Micron is tricky because cyclical earnings distort traditional price-to-earnings snapshots.

Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.

Investing.com -- Morgan Stanley told clients in a note Friday that its latest value-added reseller checks point to continued strength in enterprise infrastructure spending, but with growing divergence across hardware categories.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1%, and the actively tra

The move followed SanDisk's investor day, where the company outlined new financial targets for the next three years.

Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.

SanDisk laid out fiscal 2028 to 2030 targets while JPMorgan resumed coverage

Wall Street flipped the script Friday with a wave of surprise upgrades and downgrades hitting names like Wayfair, Roku, and Fox Corporation, while cooler inflation data reshuffled bets across stocks, bonds, oil, and crypto all at once.

Memory has emerged as the newest bottleneck in the AI semiconductor value chain.

U.S. futures were flat lower after climbing in the previous session on soft inflation data.

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

Reddit rallies with the social-media platform set to join the S&P 500, while Applied Materials dips after earnings fail to wow investors.

The Morning Bull - US Market Morning Update Friday, Aug, 14 2026 US stock futures edge higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors focus on fresh inflation clues and rising government borrowing. The key data point is July producer prices, which are projected to rise 0.2% for overall PPI and 0.3% for core PPI that strips out food and energy. This matters because it shows what companies are paying to make goods, which can later shape what consumers pay on the...

Sandisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are two of the strongest-performing stocks in today’s AI era. The two companies’ shares are up 455% and 159% year-to-date, respectively. Both of the firms’ shares have responded to the aggressive demand for their storage products stemming from the multi-billion-dollar artificial intelligence infrastructure buildout. However, Western Digital Corporation (NASDAQ:WDC)’s […]

<body><p>VIDEO SHOWS: N/A</p><p>STORY: Wall Street's main indexes ended higher on Thursday, with the Dow ticking up marginally, the S&P 500 adding nearly two-thirds of a percent to close at a record high, and the tech-heavy Nasdaq climbing more than eight-tenths of a percent.</p><p>Several chip stocks led the way, with shares of Sandisk surging nearly 14% after the memory chip maker said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout.&nbsp;</p><p>On the flip side, shares of Cisco fell more than 8% despite the AI infrastructure company a day earlier forecasting fiscal 2027 revenue above Wall Street expectations.</p><p>Eric Diton is president and managing director of The Wealth Alliance.</p><p>"Sandisk up double digits with just great numbers, great expectations for future revenue for margins, which by the way is what took Cisco down today. Cisco beat on earnings, beat on revenue, but the street focused on a little over a 2% drop in margin, and they beat up the stock pretty well. But generally speaking, the Nasdaq's having a great day, up roughly three quarters of a percent, led by the chips."</p><p>Elsewhere in the market, shares of Netflix climbed more than 5% after billionaire investor Bill Ackman unveiled a new holding in the streaming company as part of Pershing Square's biggest portfolio overhaul in years.</p><p>And shares of Tapestry plunged more than 16% after the Coach owner forecast muted annual revenue growth.</p><p>Meanwhile, fresh data showed U.S. producer prices were unchanged in July, while the number of Americans filing claims for unemployment benefits increased moderately last week, pointing to a stable jobs market.</p><p>Traders are pricing in a more than 60% chance that the Federal Reserve will keep interest rates unchanged at its meeting next month, according to CME's FedWatch tool.</p></body>

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

After a steep sell-off last month, investors are chipping in again. Chip stocks were some of the biggest gainers in the S&P 500 and Nasdaq Thursday, a day when markets rose broadly.