Don't Forget About Western Digital Amid Sandisk Euphoria

While Sandisk has dominated headlines with an 820% year-to-date gain, Western Digital deserves attention as another memory stock benefiting from AI infrastructure buildout. Western Digital's hard disk drives are critical for AI chips to store and process vast amounts of data. The company posted 45% year-over-year revenue growth and 11% sequential growth in Q3 fiscal 2026, with guidance for 9.4% sequential growth in Q4. With 809 planned data centers and AI spending expected to continue for years, Western Digital is well-positioned as a leading HDD provider.

06/21/2026, 11:02 AM • The Motley Fool

Is Marvell Technology Going to $1 Trillion?

Marvell Technology has tripled year-to-date after Nvidia CEO Jensen Huang declared it would be the next trillion-dollar company. The company posted strong 28% YoY revenue growth in Q1 FY27 with guidance implying 35% YoY growth in Q2, and CEO Matt Murphy expects accelerated growth throughout fiscal 2027 and 2028. New product innovations like the Teralynx T100 networking chip demonstrate competitive advantages, though other AI stocks like AMD and SanDisk may reach the $1 trillion milestone sooner.

06/20/2026, 5:15 AM • The Motley Fool

Beyond the Trillion-Dollar Club: 3 High-Growth Tech Stocks to Buy Right Now

The article highlights three high-growth tech stocks outside the trillion-dollar club with significant upside potential: Sandisk (NAND memory for data centers), Nebius (AI data center infrastructure), and CoreWeave (AI computing resources). All three companies are experiencing rapid revenue growth driven by massive demand for AI and data center infrastructure, with projected growth rates significantly exceeding market averages.

06/19/2026, 5:21 PM • The Motley Fool

Prediction: These Will Be Micron's and Sandisk's Stock Prices by the End of 2027

Micron and Sandisk are positioned for significant growth through 2027 due to surging demand for memory chips driven by AI infrastructure expansion. With supply severely constrained and data center capex expected to reach $1 trillion in 2027, analysts project Micron could reach $2,276 per share and Sandisk $3,661 per share by end of fiscal 2027 if trading at 20x earnings, with potential to exceed $2,500 and $4,000 respectively if AI buildout accelerates.

06/18/2026, 5:22 PM • The Motley Fool

Nasdaq 100 Rallies, Oil Sinks To $75 On Iran Peace Deal: Stock Market Today

U.S. stocks rebounded Thursday with the Nasdaq 100 leading gains on a semiconductor rally fueled by an Intel-Apple chip manufacturing partnership. Oil prices tumbled 2.2% to $75/barrel following a U.S.-Iran peace deal and Strait of Hormuz reopening. The S&P 500 rose 1.2% while the Russell 2000 fell 0.7% amid mixed market performance.

06/18/2026, 12:33 PM • Benzinga

Why Sandisk Stock Just Jumped

President Trump announced a partnership between Apple and Intel for semiconductor manufacturing in the U.S., causing Sandisk stock to surge 10.7%, Intel to jump 9.5%, and Apple to gain nearly 1%. The deal, combined with Intel's collaborations with SpaceX and Tesla on AI chips, is expected to boost domestic semiconductor manufacturing. However, analysts note Sandisk's 67x P/E ratio appears steep despite strong growth prospects.

06/18/2026, 11:27 AM • The Motley Fool

Apple Will Raise Prices Due To Soaring Memory Costs: CEO Tim Cook Says 'This Is A 100-Year Flood'

Apple CEO Tim Cook announced the company will raise prices across its product lineup due to skyrocketing memory and storage component costs. Cook described the situation as a "100-year flood," citing a dramatic reallocation of DRAM and NAND supply toward AI infrastructure by major tech companies. Memory chip prices have quadrupled as companies like Google, Microsoft, Meta, and Amazon expand AI capex.

06/17/2026, 6:19 PM • Benzinga

This Memory Stock Has Doubled in 2026. Here's Why It Can Skyrocket Higher (Hint: It's Not Micron or Sandisk)

Lam Research, a semiconductor equipment supplier, has nearly doubled in 2026 due to surging demand for memory manufacturing equipment driven by AI data centers. With major memory manufacturers significantly increasing capital expenditures to address supply shortages expected to persist until 2030, Lam Research is positioned for sustained growth despite its elevated valuation multiple of 49x forward earnings.

06/17/2026, 4:23 PM • The Motley Fool

Is Penguin Solutions the Next Big AI Stock?

Penguin Solutions has tripled year-to-date despite reporting a 6% revenue decline, driven by strong growth in its integrated memory segment (63% YoY). The company is pivoting toward AI data center memory optimization, positioning itself to benefit from the forecasted 30.6% CAGR in the AI market through 2033. While smaller than competitors like Micron and Sandisk, Penguin Solutions' focused strategy on high-growth memory solutions suggests significant long-term potential.

06/17/2026, 1:31 PM • The Motley Fool

This Asian Country Is 1% The Size Of The US — And It Just Delivered 11x The S&P 500's Returns

South Korea's iShares MSCI South Korea ETF (EWY) has surged 112% year-to-date, delivering 11 times the return of the S&P 500. The rally is driven by SK Hynix and Samsung's dominance in high-bandwidth memory (HBM) manufacturing for AI accelerators, with both companies commanding nearly 46% of the ETF. Despite doubling in value, both stocks trade at low valuations with massive growth pipelines ahead.

06/17/2026, 8:52 AM • Benzinga

Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs?

Both Sandisk and Micron have experienced massive stock gains in 2026 driven by AI-driven demand for memory chips. Sandisk's NAND flash revenue surged 251% year-over-year with locked-in multiyear supply contracts, while Micron's DRAM and HBM business posted record margins and sold-out 2026 HBM output. Despite similar forward valuations, the analyst recommends Micron as the better buy due to its broader business exposure and lower downside risk compared to Sandisk's narrower focus.

06/16/2026, 7:21 PM • The Motley Fool

Is Silicon Motion Technology a Buy After Dropping More Than 20% From Its High?

Silicon Motion Technology (SIMO) has dropped over 20% from its all-time high, presenting a potential buying opportunity. The company, which specializes in NAND flash controllers for AI memory products, delivered impressive Q1 results with 23% sequential sales growth and over 750% year-over-year growth in AI-related products. CEO and CFO commentary at a recent J.P. Morgan conference indicated strong confidence in multi-year growth through 2027-2028, suggesting investors may still be early in capturing this opportunity.

06/16/2026, 11:25 AM • The Motley Fool

3 Stocks to Take Advantage of $1 Trillion in 2027 Capital Expenditures

With AI hyperscalers expected to spend $1 trillion on data center capital expenditures in 2027, three semiconductor and storage companies are positioned to benefit significantly: Nvidia as the industry leader in AI computing, Broadcom for custom AI chips, and SanDisk for solid-state drives needed for data storage.

06/16/2026, 6:25 AM • The Motley Fool

Why Sandisk Stock Popped After the SpaceX IPO

SanDisk stock surged 6.6% following SpaceX's IPO and $75 billion capital raise. Lynx Equity analysts believe SpaceX will deploy significant cash toward semiconductors and AI chips to build its AI business, benefiting memory chip suppliers like SanDisk and Nvidia. Despite SanDisk's 23x sales valuation, it remains 5x cheaper than SpaceX.

06/15/2026, 12:38 PM • The Motley Fool

Up 600% in 2026, Is Sandisk Stock Still a Buy?

Sandisk has surged 600% in 2026 following its spinoff from Western Digital, driven by strong AI data center demand for SSDs. While the company shows impressive revenue growth (251% YoY) and margins (78.4%), analysts warn that the current boom may not be sustainable long-term due to cyclical memory industry patterns and potential investor pressure on tech spending.

06/14/2026, 4:15 AM • The Motley Fool