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

Why ASML Holding Stock Bumped 4% Higher Today

ASML Holding stock rose 4% following a bullish analyst report from Lynx Equity Strategies on memory chipmakers Micron Technology and Sandisk. The report cited strong prospects for these chipmakers as they ramp up production to meet AI-driven demand for computing power. ASML, which supplies essential lithography systems to chipmakers, is positioned to benefit from this industry expansion.

09/04/2026, 6:31 PM • The Motley Fool

Why Sandisk Stock Rallied Today

Sandisk stock surged 8.35% following Nvidia's $12.9 billion acquisition of Hugging Face, an open-source AI platform with 18 million users. The rally reflects investor confidence that Nvidia's expanded AI capabilities will drive demand for Sandisk's NAND flash memory chips, which are critical components in AI data centers. Dell's recent comments about memory constraints further supporting the outlook for memory chip demand.

09/04/2026, 11:16 AM • The Motley Fool

Data Centers Now Deliver a Third of Sandisk's Revenue -- $2.98 Billion in a Single Quarter

Sandisk has undergone a dramatic business transformation since separating from Western Digital in February 2025. Data center revenue now represents one-third of total quarterly revenue at $2.98 billion, up from just $213 million a year earlier. The company has signed 10 multiyear supply agreements (New Business Model) with eight customers representing a minimum of $93.9 billion in expected revenue with price floors and ceilings. Fiscal 2026 revenue surged 175% to $20.25 billion, driven primarily by higher pricing rather than volume growth, with gross margins reaching 84.6%. However, the stock has declined 35% from its 52-week high, suggesting the market has already priced in expectations of a significant memory pricing downturn.

09/02/2026, 6:38 PM • The Motley Fool

Sandisk Stock: Buy, Sell, or Hold?

Sandisk stock has quintupled year-to-date and appears poised for further gains as Samsung's announcement of multiyear memory chip deals with Nvidia, Microsoft, and Alphabet through 2031 intensifies the memory shortage. Sandisk is growing faster than Samsung (372% vs 130% YoY revenue growth) and securing similar long-term contracts, providing revenue visibility and pricing power. With a 77% net profit margin and only a 20 P/E ratio, the company is well-positioned to capitalize on sustained AI-driven demand for memory chips.

09/02/2026, 2:12 PM • The Motley Fool

Down More Than 30% From Its Peak, Is Now the Perfect Time to Buy Sandisk Stock?

Sandisk stock has fallen over 30% from its all-time high despite being the S&P 500's best performer this year with ~550% gains. The article argues this is a buying opportunity as supply-demand imbalances in NAND memory chips continue to drive price increases. With Wall Street expecting 142% revenue growth for fiscal 2027 and the stock trading at only 7x forward earnings compared to 30x at year-end, the author suggests the stock could double or quadruple if valuations normalize.

09/01/2026, 4:18 PM • The Motley Fool

Is SK Hynix a Millionaire-Maker Stock?

SK Hynix is positioned as a potential multibagger stock due to its dominant position in the memory chip market (26% DRAM, 22% NAND flash share) and the explosive growth in AI data center demand. With the DRAM market projected to grow from $153.6B to $618.7B by 2026 and NAND flash from $71B to $270.6B, SK Hynix trades at just 6x forward earnings compared to the Nasdaq-100's 24x multiple. Analysts project 20%+ earnings growth, and the stock could reach $633 by 2028 (3.8x current price) even at conservative 15x earnings valuation.

09/01/2026, 12:23 PM • The Motley Fool

MEXC Reports Storage and Memory Stock Futures Dominated Trading During Big Tech Earnings Season

During the July-August 2026 U.S. tech earnings season, MEXC data shows storage and memory stocks dominated trading activity at 67.3%, with SK Hynix and Samsung earnings reports triggering significant volume spikes across related assets. Trading peaked outside earnings days for 60% of major tech companies tracked, with SK Hynix reaching peak volume 13 days after earnings following a major capital investment announcement.

09/01/2026, 6:00 AM • GlobeNewswire

Qualcomm vs. Sandisk: Comparing Gradual Revenue Contraction Against Rapid Revenue Acceleration

Qualcomm faces declining revenue momentum in the handset market with flat to slightly declining quarterly results over two years, while Sandisk has experienced explosive 371% year-over-year revenue growth driven by AI demand and a strategic shift to long-term customer agreements. Sandisk's revenue has nearly caught up to Qualcomm's, narrowing a historically massive gap. Qualcomm's potential transition to the data center market could reverse its trajectory if successful.

08/31/2026, 8:32 AM • The Motley Fool

Billionaire David Tepper of Appaloosa Is Overweight AI Stocks -- but He Recently Dumped Every Share of the Hottest AI Stock of 2026

Billionaire David Tepper's Appaloosa fund maintains heavy exposure to AI stocks like Nvidia, Taiwan Semiconductor, and Amazon, which comprise 77% of invested assets. However, Tepper completely exited his position in Sandisk in Q2 2026 after the stock surged over 3,000% in a year, likely taking profits. The move reflects Tepper's strategy of cashing in on cyclical memory stocks when valuations become stretched.

08/31/2026, 7:06 AM • The Motley Fool

This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now

Leopold Aschenbrenner's Situational Awareness hedge fund collapsed in late July due to over-leveraged AI stock bets, forcing the sale of over $10 billion in holdings. However, the fund's top five AI stocks—which include memory chip makers, energy suppliers, and semiconductor manufacturers—remain attractive investments despite being down double-digits from Q2 levels, offering a balanced portfolio exposure to key AI sector components.

08/28/2026, 2:15 PM • The Motley Fool

3 Juggernaut Stocks to Hold for the Next 10 Years

The article recommends three major tech companies as long-term buy-and-hold investments: Nvidia, benefiting from strong AI chip demand with 106% YoY revenue growth; Sandisk, growing faster than Nvidia with 51% sequential growth and secured multiyear customer partnerships; and Amazon, gaining market share across e-commerce, cloud computing, and advertising while trading at an attractive 21 P/E ratio.

08/27/2026, 5:20 AM • The Motley Fool

Micron Technology Has Fantastic News for Memory Stock Investors

Micron CEO Sanjay Mehrotra states that AI infrastructure demand has fundamentally changed the memory industry from cyclical to structural growth. Data center memory demand exceeds supply by 50%, with additional demand from autonomous vehicles and edge AI devices. Recent memory stock sell-offs present attractive buying opportunities as the sector is poised for long-term growth.

08/26/2026, 11:19 AM • The Motley Fool