10:56am ET
Investing
SanDisk at $1,740: The Price of Momentum.
SanDisk has turned into one of the most violent momentum trades of the cycle, surging over 600% in under a year on an AI storage bull case that looks genuinely compelling and…
SNDK Coverage Page 7
1:00pm ET
Investing
SanDisk Stock Has Soared More Than 500% in 2026. Can the Rally Possibly Continue?
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…
Vandita Jadeja 10:40am ET
Investing
Micron Has Skyrocketed 256% in 2026. What Would It Take to Get MU Stock Up to $1,250?
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…
9:52am ET
ETF
The S&P 100 ETF Just Dumped Nike and Colgate for 4 AI Stocks. Here’s What That Means for Your Portfolio
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…
11:00am ET
Investing
SanDisk Rises 8%, Micron Gains 5%: Is the NAND Pricing Cycle Still Accelerating?
Memory stocks are surging into a rate-hike headwind that crushed the rest of the chip complex, and whether that split reflects a durable pricing cycle or an overstretched trade is the question…
10:45am ET
Investing
Everyone’s Talking About These Stocks. Here’s What I See.
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…
9:52am ET
Investing
Micron Is No Longer What It Was So I Keep Loading Up
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.
6:00pm ET
Investing
Can SanDisk Avoid the Memory Trap That’s Burned Investors Before?
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…
Omor Ibne Ehsan 3:01pm ET
Investing
Western Digital Just Dropped 13% in a Month. Is It Time to Sell?
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…
2:18pm ET
Investing
Micron Lags Despite NVIDIA’s $279B Memory Commitment; Western Digital Drops 4%, SK Hynix Ticks Up
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…
4:00pm ET
Investing
Cramer Warns iPhone Prices Will Rise Without Chinese Memory — Here’s Why Apple Can’t Wait for U.S. Production
Jim Cramer says Tim Cook told him directly that iPhone prices are heading up, and the only fix runs straight through a supplier U.S. trade policy is working hard to cut off.
12:30pm ET
Investing
One Reason to Be Bullish on SanDisk Stock
SanDisk has already delivered one of the most explosive stock runs in recent memory, yet a single structural shift in how it sells storage could mean the rally is nowhere near finished.
11:29am ET
Investing
Memory Stocks Slide on Report Apple May Source Chinese Chips: SanDisk Down 9%, Micron and Western Digital Down 7%
Weekend reports that Washington may let Apple source memory chips from Chinese suppliers sent shockwaves through the sector, but at least one analyst says the market is badly misreading what Chinese suppliers…
12:55pm ET
Investing
SanDisk Stock Has Gone Parabolic. How China Could End the Party
SanDisk has turned into one of the most explosive trades in memory, but a well-funded Chinese rival is quietly building the capacity to flood the market and collapse the very supply shortage…
Omor Ibne Ehsan 10:30am ET
Investing
This Stock Could Be a Major AI Winner Through 2027. What’s It Worth?
Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion in locked-in contracts, but whether the stock still has room to run…