Samsung Just Authorized Its Largest Shareholder Return Ever. Every Major Memory Stock Fell Monday.

Samsung approved a record 90-110 trillion won shareholder return for 2026, about five times its previous record. However, memory stocks fell sharply Monday as investors had expected up to 150 trillion won and were disappointed that buyback details were deferred to January rather than committed immediately. The sell-off reflects investor skepticism about the sustainability of the AI-driven memory boom, with concerns about pricing deceleration evident in companies like Sandisk.

08/24/2026, 5:26 PM • The Motley Fool

Nvidia Reports Earnings on Aug. 26. Here Are 3 Other Artificial Intelligence (AI) Chip Stocks I'll Be Watching Instead.

As Nvidia reports earnings on Aug. 26, investors should monitor memory and storage suppliers Micron Technology, SanDisk, and SK Hynix as leading indicators of AI infrastructure demand. Strong data center growth at Nvidia signals increased demand for high-bandwidth memory (HBM) and storage components, with rising memory costs reflecting supply constraints across the AI chip ecosystem.

08/24/2026, 2:03 PM • The Motley Fool

Why Direxion Daily Semiconductor Bull 3X ETF Dropped Today

The Direxion Daily Semiconductor Bull 3X ETF (SOXL) dropped 8% after the Trump Administration permitted Apple to purchase memory chips from Chinese suppliers ChangXin Memory Technologies and Yangtze Memory Technologies. This decision threatens U.S. memory chip manufacturers like Micron and SanDisk, which are major SOXL holdings. The leveraged ETF amplifies semiconductor sector losses, causing significant declines across holdings including Micron, AMD, and Nvidia.

08/24/2026, 12:34 PM • The Motley Fool

Why Sandisk Stock Dropped This Morning

Sandisk stock fell 7.5% after reports that the Trump Administration will permit Apple to purchase memory chips from Chinese suppliers CXMT and YMTC. While the threat is currently limited to chips used in Apple products sold in China, both Chinese companies have raised billions in capital to expand production and compete with Sandisk's NAND and high-bandwidth flash memory offerings.

08/24/2026, 12:08 PM • The Motley Fool

Micron, Sandisk, and SK Hynix: History Says This About the Memory Trio's Rally

Memory stocks Micron, Sandisk, and SK Hynix have surged dramatically (up 700%, 3,400%, and 600% respectively over the past year) driven by AI infrastructure demand and supply constraints in DRAM and NAND flash memory. While historically memory markets experience boom-and-bust cycles, this cycle appears different due to sustained AI demand, limited manufacturing capacity, HBM production constraints, and long-term contracts securing supply.

08/23/2026, 7:15 PM • The Motley Fool

Is It Too Late to Buy Sandisk After Its 568% Run?

Sandisk has surged 568% in 2026, becoming the top-performing Nasdaq-100 stock, driven by massive AI infrastructure spending on memory solutions. The company benefits from $93.9 billion in locked-in long-term supply contracts, a strategic Kioxia joint venture, and aggressive share buybacks. Despite the rally, Sandisk trades at a forward P/E of 7—a steep discount to semiconductor peers—suggesting the stock remains undervalued given strong AI tailwinds and unprecedented demand visibility.

08/22/2026, 7:37 PM • The Motley Fool

Alphabet and Amazon Are Investing $420 Billion in Artificial Intelligence (AI) Infrastructure: 4 Hardware Stocks Set to Profit

Alphabet and Amazon are investing $420 billion combined in AI infrastructure in 2026, with Alphabet spending $195-205 billion and Amazon spending $220 billion. This massive spending is expected to benefit four hardware companies: Nvidia (AI computing standard), Broadcom (custom AI chips via TPUs), Micron, and Sandisk (memory chips). Memory chip prices have surged due to supply shortages, with the shortage expected to persist through 2028, creating significant profit opportunities for these semiconductor companies.

08/22/2026, 6:15 AM • The Motley Fool

Micron Fell 7% on Tuesday. Is This an Opportunity to Buy?

Micron Technology dropped 7% on Tuesday alongside a broader semiconductor sell-off driven by concerns over high AI spending and rising Treasury yields. Despite the pullback, the article argues this presents a buying opportunity, citing Micron's strong fundamentals including $41 billion in quarterly revenue, expected $50 billion next quarter, 85% gross margins, and continued supply shortage for memory chips.

08/21/2026, 7:15 PM • The Motley Fool

Where Will Sandisk Stock Be in 5 Years?

Sandisk has benefited significantly from favorable NAND memory pricing and growing AI demand, with data center revenue surging 103% sequentially. The company has secured long-term contracts covering over half of fiscal 2027 NAND volume and two-thirds of fiscal 2028 volume. Management projects mid-to-high-teens revenue growth and ~80% gross margins through 2030. Analysts estimate the stock could reach ~$3,387 per share in five years (108% upside), implying a 15.8% annualized return, though NAND price volatility remains a key risk.

08/21/2026, 12:15 PM • The Motley Fool

Billionaire Investor David Tepper Recently Dumped Appaloosa Management's Stake in Sandisk and Initiated a New Position In a Stock That Some Wall Street Experts Think Could Eventually Be Worth $10 Trillion

Billionaire investor David Tepper's Appaloosa Management exited its Sandisk position in Q2 2026 and initiated a new stake in SpaceX, which some analysts believe could eventually be worth $10 trillion. Tepper's move suggests skepticism about the memory chip supercycle, while SpaceX's potential in orbital data centers and cost-effective space transportation has attracted significant investor interest.

08/20/2026, 4:05 PM • The Motley Fool

Sandisk vs. SK Hynix: Which Memory Stock Will Deliver Bigger Gains By the End of 2027?

SK Hynix and Sandisk are both benefiting from strong demand in the memory market driven by AI data centers. While Sandisk has shown faster near-term growth, SK Hynix offers better long-term value with its diversified DRAM and NAND flash portfolio, larger market share, and significantly cheaper valuation at 6.6x forward earnings versus Sandisk's 28x multiple.

08/20/2026, 8:23 AM • The Motley Fool

David Tepper Sold His Entire Sandisk Stake the Quarter the Stock Peaked

David Tepper's Appaloosa fund sold its entire 281,250 Sandisk shares during Q2 2026, exiting during the stock's peak quarter when it rose 258%. The fund also trimmed its Micron position by 41% during the quarter, though Micron's 240% gain meant the reduced stake still doubled in value. Reports suggest Appaloosa bought back into memory stocks after quarter-end when prices fell, indicating profit-taking rather than a bearish stance on the sector.

08/19/2026, 2:03 AM • The Motley Fool

Sandisk Is Up More Than 35-Fold in a Year and Sits Nearly a Third Below Its Peak. History Says What Comes Next.

Sandisk has surged over 35-fold from its 52-week low but remains 32% below its June peak after a volatile summer. The article examines historical precedents of similar parabolic moves, finding that stocks like Nvidia and Tesla recovered to new highs when earnings kept growing, while GameStop and Micron never returned to their peaks when profits collapsed. Sandisk's future depends on whether memory pricing and earnings growth can sustain, with current valuations suggesting market skepticism despite company guidance for continued revenue growth.

08/18/2026, 10:34 PM • The Motley Fool

Stock Market Today, Aug. 17: Markets Inch Lower and Treasury Yields Rise as Investors Wait for Retail Earnings

Major stock indices fell slightly on August 17, 2026, with the S&P 500 down 0.50%, Nasdaq down 0.31%, and the Dow down 0.51% as investors adopted a cautious stance ahead of key retail earnings reports from companies like Walmart, Home Depot, and Target. Treasury yields rose, with the 10-year yield climbing to 4.68% and the 30-year hitting 5.3%, its highest level since 2007. The market's modest decline reflects a 'risk-off' approach as investors await retail corporate earnings.

08/17/2026, 5:10 PM • The Motley Fool

Not Micron, Not Sandisk. This AI Stock Will Be the Biggest Beneficiary of the Next Infrastructure Bottleneck

Optical networking components are emerging as the next critical bottleneck in AI data center infrastructure. Lumentum Holdings, a leading optical and photonics supplier, is experiencing exceptional growth with revenue up 109% YoY and adjusted EPS up 3.7x. The company projects even stronger growth ahead, with the optical networking market expected to reach $154 billion by 2028. Despite a 140% gain in 2026, analysts project potential upside of 113% over the next three years based on favorable supply-demand dynamics.

08/17/2026, 12:23 PM • The Motley Fool