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 driving the rally.

Long-term contracts and rising AI demand could support strong growth for Sandisk in the next five years.

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 or has already priced in the boom is a question worth answering before the next move.

There's a major ETF focused on AI memory stocks, but it has some drawbacks.

Jim Cramer called Micron a national treasure on live television while insiders were quietly moving in the opposite direction. What the buyback blackout and the CEO's summer trades reveal about the stock's real story is worth a closer look.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Sandisk has now been profitable for a whole year.

Tepper's track record makes him one of the best in the business.

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Roughly half of the supply is now committed to a handful of customers years in advance, and that, not the growth rate, is what a holder is underwriting.

While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.

The investment bank sees Sandisk's share price rising 26%

As we move further into 2026, 3G Capital is making fresh Q2 bets on three stocks positioned to benefit from the accelerating AI infrastructure boom.

Investors looking to buy one of these two AI stocks for their portfolios have an easy choice to make.

Many Fed officials favor raising rates to combat inflation, bond prices surge, Trump meets crypto execs, and more news to start your day.

SanDisk’s ambitious long-term targets suggest its explosive growth may be more sustainable than investors expect, giving Wall Street another reason to stay bullish on the stock.

Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.

Today, Aug. 19, 2026, bond market relief halted a three-day slide, lifting interest-rate-sensitive equities and healthcare names.

Sandisk's brutal July selloff was amplified by a forced hedge-fund unwind, but its latest results and long-term contracts suggest the underlying business is getting stronger and more predictable.

Why do so many investors own so much Sandisk stock? Because it's cheap.

MU targets a bigger AI memory opportunity as agentic AI drives demand for HBM, server DRAM and data center storage across expanding workloads.

The South Korean company’s plan to repurchase and cancel shares could ease fears about the AI spending boom fizzling out.

SanDisk just posted one of the most violent stock runs in large-cap history, yet institutional investors are betting against each other in the options market with unusual aggression. The bull and bear cases point to very different versions of the same company.

It's been a big year so far, at least for these 15 companies.

SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether record capital returns and record fab spending can coexist without one of them breaking.

Wall Street closed lower on Tuesday, dragged down by tech and industrial stocks.

Review Sandisk Corporation's (SNDK) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

September S&P 500 E-Mini futures (ESU26) are down -0.02% this morning, steadying after yesterday’s drop as the global bond rout eased, while investors await the release of the Federal Reserve’s July meeting minutes.

The South Korean chipmaker said it will buy back and ‘cancel’ these shares between Aug. 20 and Nov. 19.

The filing shows a fund selling into the memory maker's most vertical quarter -- and a report has it buying back into memory stocks once it ended.

Global tech stocks dropped on Wednesday as bond yields in the U.S. and elsewhere scored fresh milestones.

This technology giant is already turning AI demand into cash.

Sandisk, Micron, Credo and many other chip and AI stocks dived a day after bullish moves. The major indexes are wiping out recent gains.

The memory maker's collapse-and-rebound summer has precedents. In every one of them, the following year came down to a single thing.

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

Micron has surged over 250% this year on an AI memory boom, but our price target sits below where shares trade today while Wall Street analysts aim far higher. The gap between those two views reveals a fundamental disagreement about whether this cycle is different from every one that came before it.

A Wall Street Journal report on hidden tech commitments just triggered a brutal midday selloff in memory stocks, and the sheer size of the drops exposes exactly how crowded this trade had become.

Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash.

The chip comeback just hit a wall — now the SOXX ETF is having its worst day since July.

Morgan Stanley Does sounds the alarm on semiconductor stocks -- or does it?

Tech stocks took a leg lower amid concerns about rising borrowing costs.

Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.

Companies in The News Are: SNDK, AAPL, HTHT, SPCX, LUNR

Jim Cramer just violated the one rule he has preached for his entire career, and his reasoning for buying a 591% winner has a structural argument behind it that is harder to dismiss than it sounds.

David Tepper made his 2026 fortune calling the memory chip cycle before anyone else, and now he is quietly repositioning Appaloosa into a sector known for destroying capital just as fast as it creates it.

Analyst Vivek Arya expects Micron to generate $200–$250 in earnings per share by 2030, well above Wall Street consensus

Appaloosa's latest 13F reveals David Tepper quietly bet against two of the most beloved stocks in America, including one Warren Buffett refuses to sell. The reason hiding inside the filing changes everything about what this trade actually signals.

Sandisk and Palantir shareholders have had a strong August.

Sandisk just secured a contract figure so large it could fundamentally change how investors think about memory stocks, and the AI infrastructure boom is only part of the story.