Prediction: Western Digital Gets Back to Its High Before Sandisk Gets Back to Its Own.

Western Digital and Sandisk, separated in 2025, both surged on Samsung's memory shortage forecast but face different paths to recovery. Western Digital needs a 47% gain to reach its $799.87 high and is supported by strong guidance showing continued revenue and earnings growth. Sandisk needs a 94% gain to reach $2,354.39, requiring nearly double its current earnings power without valuation expansion. The analyst predicts Western Digital will reach its high first due to achievable guidance-backed growth versus Sandisk's reliance on sustained record NAND pricing.

08/02/2026, 9:14 AM • The Motley Fool

Not Micron, Not Sandisk. This Chip Stock Could Be the Biggest Winner of the AI Memory Boom

Lam Research, which manufactures semiconductor equipment used by memory chip makers, is positioned to be the biggest winner of the AI-driven memory boom. With memory makers planning massive capital expenditure increases (340% combined growth by 2027) and the memory shortage expected to persist until 2029, Lam Research's addressable market is expanding significantly. The company recently beat earnings expectations and projects 52% revenue growth, with analysts projecting potential 50% upside over three years.

07/31/2026, 10:23 AM • The Motley Fool

Why the AI Memory Shortage Is Just Getting Started (and Who Wins From It)

A critical shortage of high-bandwidth memory (HBM) chips is intensifying across the semiconductor industry as AI demand far outpaces supply. Memory manufacturers are gaining significant pricing power with multiyear contracts at premium rates, but investors should remain cautious as the memory sector is historically cyclical and prone to boom-bust cycles.

07/31/2026, 4:15 AM • The Motley Fool

Why Sandisk Stock Finally Popped Today

Sandisk stock surged 21.5% after falling 37% over four trading days. The volatility stems from investor concerns about Chinese competition in memory chips and AI hyperscaler spending uncertainty. However, investors are now focusing on the positive: continued AI spending by hyperscalers like Google and OpenAI benefits Sandisk's memory chip sales, even if those companies face profitability challenges.

07/30/2026, 10:11 AM • The Motley Fool

Sandisk Stock Has Surged More Than 2,000% in a Year. History Suggests This Is Where the Stock Could Be in 2028

Sandisk stock has surged over 2,300% in the past year driven by soaring NAND flash memory prices fueled by AI data center demand. With supply expected to remain constrained through 2028 and AI servers projected to account for 51% of NAND flash demand by 2027, analysts expect Sandisk's earnings to grow 20% in fiscal 2028. At a 20x earnings multiple, the stock could potentially reach $5,110 by 2028, representing a 5x gain from current levels.

07/29/2026, 2:22 PM • The Motley Fool

Better Artificial Intelligence (AI) Memory Buy: Micron Technology vs. Sandisk After the July 2026 Sell-off

Both Micron Technology and Sandisk experienced significant sell-offs in July 2026 after strong first-half performance, with Micron down 20% and Sandisk down over 35%. Despite the sharp declines, both memory chip manufacturers benefit from AI data center demand. Micron is recommended as the better buy due to its exposure to both DRAM and NAND markets, lower forward valuation, and management guidance suggesting market tightness extending beyond 2027.

07/29/2026, 10:15 AM • The Motley Fool

Sandisk Trades at 43 Times Earnings and 7 Times Next Year's Earnings Estimates. What Has to Go Right for the Cheap Number to Win?

Sandisk stock fell sharply (22.8% over two days) amid broader memory chip sector selloff. The stock presents a valuation puzzle: trading at 43x trailing earnings but only 7x forward earnings. This disconnect reflects the company's dramatic recovery from losses a year ago to $23 per share earnings as AI-driven NAND flash demand surged. The cheap forward multiple assumes earnings will continue climbing well beyond management's guidance, requiring sustained NAND price increases into 2027. While the company has secured multi-year supply agreements and maintains zero debt, the valuation carries significant cycle risk.

07/28/2026, 8:12 PM • The Motley Fool

Why Sandisk Stock Keeps Crashing

Sandisk stock has plummeted 31% in three days due to two main concerns: Chinese chipmaker CXMT's $487 billion IPO raising $8 billion threatens to disrupt memory chip markets and erode Sandisk's high profit margins through competitive pricing, and broader investor worries about potential cuts to AI infrastructure spending that could reduce demand for memory chips.

07/28/2026, 10:05 AM • The Motley Fool

MEXC Users Put Nearly a Third of First-Month RealStocks Volume Into SpaceX

MEXC's RealStocks platform, which launched June 1st offering access to 7,000+ US stocks and ETFs, reported strong first-month trading insights. SpaceX dominated with 29.70% of trading volume, while seven AI-related assets collectively captured 23.67% of volume. The platform attracted over 120,000 users in its first month, with more than 40% of volume distributed outside the top 10 holdings, indicating portfolio-building behavior rather than speculative trading.

07/28/2026, 6:44 AM • GlobeNewswire

History Says Memory Stocks Like Micron and Sandisk Rarely Stay This Profitable for Long. Here's the Case for Why It's Different This Time.

Memory chip stocks Micron and Sandisk are experiencing exceptional profitability driven by AI infrastructure demand. Unlike historical boom-and-bust cycles, structural constraints in HBM production and long-term contracts suggest this cycle could be more sustained, potentially offering significant upside for memory stocks.

07/28/2026, 4:15 AM • The Motley Fool

Why Sandisk Stock Crashed on Monday

Sandisk stock dropped 11.7% on Monday following the massive IPO of Chinese DRAM chipmaker CXMT, which debuted on the Shanghai Stock Exchange with a $487 billion market cap and surged 466% on its first day. While Sandisk specializes in NAND flash memory rather than DRAM, investors fear China may soon enter the NAND market, threatening Sandisk's 70% operating profit margins.

07/27/2026, 1:27 PM • The Motley Fool

Micron vs. Sandisk: Which Stock Is the Better Buy for the Memory Boom?

Both Micron and Sandisk have experienced significant gains driven by AI-fueled demand for memory chips, with memory prices up 6x over the past year. Despite recent pullbacks (Micron down 24%, Sandisk down 38% in the past month), both companies are securing long-term customer agreements that position them for sustained growth. With forward P/E ratios below the S&P 500 average, both stocks offer attractive valuations and strong long-term upside potential as the memory supply shortage is expected to persist beyond 2030.

07/26/2026, 1:23 PM • The Motley Fool

Two Wall Street Analysts Just Set Price Targets on Sandisk $1,430 Apart. One of Them Is Going to Be Very Wrong.

Susquehanna and Wells Fargo have issued drastically different price targets for Sandisk, with Susquehanna at $3,050 and Wells Fargo at $1,620—a $1,430 gap. The disagreement reflects the core debate over whether Sandisk's extraordinary earnings from AI-driven demand and tight NAND flash memory supply will persist or collapse. Sandisk's fiscal Q3 showed 251% revenue growth and 78.4% gross margins, with $42 billion in multi-year supply contracts. However, the market's single-digit forward P/E ratio suggests skepticism about earnings durability. The company's Q4 results in early August will be critical in determining which analyst is correct.

07/25/2026, 10:17 AM • The Motley Fool

Micron, Western Digital, and Sandisk Just Jumped 12% to 14%. Here's the Forecast That Did It.

Memory chip stocks surged on Tuesday following a Morgan Stanley forecast predicting memory prices will rise at least 25% from Q2 to Q3, driven by AI data-center demand. Micron rose 12.26%, Western Digital 12.60%, and Sandisk 14.27%, reversing recent declines as investors regained confidence in the memory boom's continuation.

07/22/2026, 2:12 AM • The Motley Fool

Stock Market Today, July 21: Micron Surges 12% as Semiconductor Strength Lifts Nasdaq

Major stock indices gained on July 21, 2026, with the Nasdaq rising 1.29%, S&P 500 up 0.89%, and Dow Jones adding 0.74%. Semiconductor stocks led the rally, with Micron surging 12% and SanDisk soaring 14%. AMD gained 8% following its AI deal with Microsoft, while General Motors and AeroVironment also posted gains. The rally occurred despite geopolitical tensions and tariff concerns, with strong AI demand from South Korea supporting chip stocks.

07/21/2026, 5:03 PM • The Motley Fool