Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026

The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.

10/01/2026, 10:31 AM • The Motley Fool

Down 23%, Should You Buy the Dip on Sandisk Stock?

Sandisk stock has pulled back 23% from its June 2026 high despite posting record fiscal Q4 results with 372% revenue growth. The company is benefiting from a major shift toward data center demand for NAND flash memory driven by AI workloads. With $94 billion in long-term customer agreements providing pricing stability and forward earnings multiples below 10x, the stock presents a compelling value opportunity, though cyclical industry risks remain.

09/27/2026, 5:25 AM • The Motley Fool

3 Reasons Why Micron and Sandisk Investors Can Ignore What History Says Will Happen

Despite the memory chip market's historically cyclical nature, Micron and Sandisk could defy this pattern due to unprecedented AI demand. With hyperscalers expected to spend $1.3 trillion on data center capex next year and projections reaching $3-4 trillion by 2030, memory chip demand will remain elevated for years. Both companies are investing heavily in new production facilities, suggesting confidence in sustained demand that could support higher margins and make these stocks viable long-term investments.

09/24/2026, 5:07 PM • The Motley Fool

This Dividend King Was Removed From the S&P 100. Here's Why It's a Great Buy for Long-Term Investors Anyway.

Colgate-Palmolive was removed from the S&P 100 index due to its $69 billion market cap being eclipsed by faster-growing AI-driven stocks, but the company remains a solid long-term investment. With 63 consecutive years of dividend increases, a 347% total return over 20 years, and expected 17% EPS CAGR through 2028, the stock offers stability and growth potential despite being a slower-growth consumer staples company.

09/23/2026, 3:15 PM • The Motley Fool

Sandisk Stock Is Up 695% in 2026 and This Market Indicator Predicted It. Here’s What It Says About 2027.

Sandisk has surged 695% in 2026 as the best-performing S&P 500 stock, driven by AI infrastructure demand for memory chips. Historical data shows the top-performing S&P 500 stock in a given year typically gains a median of 91% the following year, suggesting potential strength in 2027. However, investors should be cautious as Sandisk's gains are tied to a cyclical memory chip shortage rather than competitive advantages, and rapid supply resolution could cause sharp declines.

09/23/2026, 5:07 AM • The Motley Fool

I Think Sandisk Stock Will Be in the Low $2,000s in 2030. From About $1,790, That Wouldn't Beat the Market.

Analyst Daniel Sparks projects Sandisk stock will reach the low $2,000s by 2030, representing a below-market return from its current $1,790 price. While management's fiscal 2028-2030 model shows strong free cash flow potential of ~$33 billion annually with 80% gross margins, Sparks doubts current pricing can be sustained for four years given the memory industry's cyclical nature. He estimates a realistic 2030 price of $1,100-$3,400 depending on whether a market downturn occurs, with the most likely scenario being the low $2,000s.

09/22/2026, 6:23 AM • The Motley Fool

Should You Buy Sandisk Stock Now or Wait for a Dip?

Sandisk stock has surged over 650% since the start of 2026 but is down 24% from its 52-week high. While trading at a cheap 8x forward earnings multiple compared to the S&P 500's 20x average, the valuation depends heavily on continued strong growth. Rising interest rates and potential slowdowns in AI-related tech spending pose risks, suggesting investors may want to wait for a deeper dip later in the year.

09/21/2026, 9:27 AM • The Motley Fool

1 AI Stock Poised to Outperform Micron and Sandisk on the Next Infrastructure Surge

Taiwan Semiconductor Manufacturing (TSMC) is positioned to outperform memory chip makers Micron and Sandisk as AI infrastructure spending accelerates. With AI accelerator revenue expected to grow at 60%+ CAGR through 2029 and the company controlling 72.5% of the foundry market, TSMC trades at a discount valuation of 20x forward earnings. Analysts project the stock could reach $850 by 2028, more than doubling from current levels.

09/17/2026, 7:08 AM • The Motley Fool

September Effect: 2 Memory Stocks to Buy on a Potential Market Dip

With September historically being the worst month for stocks and midterm election years amplifying market pullbacks, the article recommends two memory stocks—Micron Technology and Sandisk—as potential buying opportunities on a dip. Both companies are benefiting from AI infrastructure demand for memory chips and are trading at low valuations despite strong growth prospects.

09/16/2026, 1:22 PM • The Motley Fool

3 AI Stocks Poised to Outperform Micron and Sandisk as the Next Infrastructure Bottleneck Builds

As AI infrastructure demands evolve beyond chips and memory, three companies are positioned to capitalize on emerging bottlenecks: Innodata provides data organization services with 58% revenue growth; Nebius offers neocloud services with expanding data center capacity and rising per-megawatt contract values; and Vertiv supplies critical liquid cooling solutions for AI infrastructure with 24% revenue growth and accelerating demand.

09/15/2026, 7:25 AM • The Motley Fool

Is a Sandisk Stock Split Coming?

Sandisk's stock price has surged to $1,552, prompting speculation about a potential stock split. While no split has been announced, the article explains that a split would be purely cosmetic—it wouldn't change the company's fundamentals, revenue, profits, or shareholder value. The main practical impact would be on options traders and potentially on Sandisk's eligibility for the Dow Jones Industrial Average, which weights stocks by share price rather than market value.

09/15/2026, 3:11 AM • The Motley Fool

Prediction: Micron's Sept. 30 Earnings Will Confirm the Memory Shortage Isn't Over

Micron Technology is expected to report strong Q4 earnings on Sept. 30, driven by surging demand and constrained supply in both DRAM and NAND memory markets. DRAM and NAND prices hit record highs in August, with significant sequential price increases expected to continue through 2027. Industry experts predict the supply-demand imbalance will persist until at least 2030, supporting elevated memory prices and strong performance for memory chip makers.

09/14/2026, 4:15 AM • The Motley Fool

Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?

Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.

09/12/2026, 5:15 AM • The Motley Fool

Here's the One Storage Stock I'd Buy With $2,000

The AI data center boom has driven storage companies to secure multiyear contracts with locked-in pricing and volumes extending into 2027-2029. Western Digital, Seagate, and Sandisk all benefit from this demand surge, but Seagate emerges as the top pick due to its pricing locked for all of 2027 and most capacity allocated through 2028, combined with accelerating 56% year-over-year growth guidance.

09/08/2026, 5:26 PM • The Motley Fool

Micron vs. Sandisk: 1 Artificial Intelligence (AI) Memory Winner Is Down 20% and Clearly the Superior Buy Today

Both Micron and Sandisk memory chip stocks are down 20% from all-time highs but remain strong performers in 2026 due to AI-driven demand. While Sandisk has outperformed year-to-date, Micron is positioned as the superior long-term buy due to its diversified exposure to both NAND and DRAM memory markets, lower valuation (15% cheaper on forward P/E), and better resilience if one memory segment reaches capacity.

09/08/2026, 7:10 AM • The Motley Fool