Qualcomm vs. Western Digital: Which Tech Stock Is a Better Buy for 2027?

The article compares Qualcomm and Western Digital as infrastructure-focused tech stocks for 2027. Qualcomm dominates mobile chipsets with a 31.6% net margin but faces customer concentration risk with Apple and Samsung. Western Digital benefits from cloud storage demand with an exceptional 72.9% net margin but is heavily dependent on three major cloud customers. The author recommends Qualcomm over Western Digital, citing concerns that data storage markets are cyclical and currently trading at inflated valuations driven by AI hype.

11/10/2026, 8:24 AM • The Motley Fool

Sandisk Stock Has Collapsed by 65%, but It's Still Undergoing an 8-for-1 Stock Split on Nov. 19. Here's Why I'm Still Not Buying Shares Amidst This Nasdaq Market Slump.

SanDisk stock has plummeted 65% from its June peak despite strong current financials driven by AI infrastructure demand and memory chip shortages. While the stock appears cheap at a P/E of 3.5, the author warns investors to avoid buying ahead of the November 19 stock split, citing the cyclical nature of the memory chip market. The author projects that when supply normalizes and pricing power diminishes, SanDisk's earnings could collapse significantly, making the stock potentially overvalued at current levels.

11/10/2026, 7:20 AM • The Motley Fool

Stock Market Today, Nov. 6: Micron Technology Jumps as Chip Stocks Rebound From Thursday's Rout

Micron Technology surged 5.12% on November 6, 2026, as semiconductor stocks rebounded from Thursday's sell-off. The rebound was driven by bargain hunting and strong AI memory demand, with Micron's forward P/E ratio of 3.8 appearing undervalued. Despite concerns about potential AI regulation following Democratic gains in midterm elections, investors refocused on Micron's record fiscal 2026 results and guidance for tight memory supply through 2028.

11/06/2026, 5:36 PM • The Motley Fool

Micron Technology vs. Western Digital: Which Tech Stock Is the Better Buy for 2027?

Both Micron Technology and Western Digital are benefiting from AI-driven demand for memory and storage, but Western Digital is recommended as the better buy for 2027 due to greater resilience during market downturns. While Micron shows explosive growth with 256% revenue increase, its gross margins are highly volatile (ranging from -9% to 81%), making it vulnerable to memory price fluctuations. Western Digital's more stable gross margins (22% to 49%) and consistent storage demand provide better downside protection.

11/05/2026, 8:39 PM • The Motley Fool

The Wait Is Over: 2 Historic Artificial Intelligence (AI) Stock Splits Were Just Announced

Meta Platforms and Sandisk announced their first-ever forward stock splits to make shares more accessible to retail investors. Meta is conducting an unorthodox 2-for-1 split through a new non-voting share class, while Sandisk approved an aggressive 8-for-1 split following a 6,000% rally since its February 2025 spinoff from Western Digital. Both companies are benefiting from AI demand, though Sandisk faces cyclical risks in the memory storage market.

11/05/2026, 6:06 AM • The Motley Fool

Should You Buy Sandisk Stock Before Nov. 20?

Sandisk announced an 8-for-1 stock split effective Nov. 20, 2026. However, the article emphasizes that stock splits don't fundamentally change a company's value or make it a better investment. The key factor for Sandisk investors should be the outlook for the memory and storage market shortage, not the split itself. At single-digit P/E multiples, Sandisk appears cheap, but this valuation depends on sustained high demand continuing.

11/03/2026, 11:39 AM • The Motley Fool

Prediction: This Will Be Western Digital's Stock Price in 2030

Western Digital's stock is predicted to reach approximately $500 per share by 2030, representing roughly 8% annual returns from current levels of $366. Despite a 51% decline from its June peak, the company's adjusted earnings per share surged 161% year-over-year, driven by rising hard drive prices and strong demand. The analyst projects fiscal 2030 earnings of $33.50 per share based on continued demand growth, cost reductions, and modest share buybacks, though acknowledges the estimate is conservative given potential price volatility in the storage market.

11/02/2026, 3:44 AM • The Motley Fool

Wall Street's Next Blockbuster Stock Split Has Arrived -- The Stock Has Gained 3,050% Since Its 2025 Debut and Still More Upside Ahead, According to Wall Street

Sandisk announced an 8-for-1 stock split following strong Q1 2027 earnings with $11 billion in revenue (up 378% YoY) driven by surging AI-related memory chip demand. The company's pipeline is sold out through 2030 with long-term customer contracts locked in. Despite a 50% decline from its June peak, Wall Street remains bullish with 84% buy ratings and an average price target of $2,143, implying 85% upside.

10/30/2026, 1:57 PM • The Motley Fool

Sandisk Stock Is Down 45% From Its High. History Suggests This Is What Happens Next.

Sandisk stock has declined 45% from its June peak, but historical analysis shows the company is prone to extreme volatility with frequent sharp recoveries. As a major flash memory and storage hardware manufacturer benefiting from AI infrastructure demand, Sandisk has achieved record margins (85% gross margin in Q4 FY2026) due to supply shortages and pricing power. However, investors should expect continued volatility as the industry is cyclical and will cool once supply catches up to demand.

10/28/2026, 9:30 AM • The Motley Fool

Lumentum vs. Sandisk: Which Tech Stock Is the Better Buy in November?

The article compares Lumentum and Sandisk as infrastructure plays in the AI boom. While Sandisk shows explosive growth (175% revenue increase) and trades at a lower valuation (6x forward P/E vs. 40x), the author recommends Lumentum for long-term investors due to its steadier earnings growth, lower pricing risk, and strong demand for optical interconnects as AI models become more complex. Sandisk faces risks from supply-demand cycles and potential margin compression.

10/28/2026, 8:30 AM • The Motley Fool

Arm vs. Western Digital: Which Tech Stock Is the Better Buy in November?

The article compares Arm Holdings and Western Digital as AI-driven investment opportunities. Arm operates a high-margin licensing model for chip architecture with 25% revenue growth and expanding data center opportunities, trading at a premium valuation. Western Digital manufactures storage solutions with strong 43% revenue growth driven by cloud demand but faces higher risks from customer concentration and commodity pricing pressures. The author recommends Arm for long-term holding due to its consistent business model and licensing fee structure.

10/27/2026, 10:35 AM • The Motley Fool

Stock-Split Watch: Is Sandisk Next?

Sandisk stock has surged over 3,000% since its February 2025 IPO, trading at $1,246 per share and peaking at $2,335. With analysts projecting a further 77% gain to $2,225 within 12 months, the company is considered a strong candidate for a stock split, similar to recent splits by Booking Holdings and CrowdStrike.

10/25/2026, 5:29 PM • The Motley Fool

Western Digital Stock Has Fallen 53% Since June. I'd Consider a Small Position After Its Latest Report.

Western Digital reported strong fiscal Q1 2027 results with 55% revenue growth to $4.38 billion, 161% adjusted EPS growth, and a 17% dividend increase. Despite beating guidance and raising fiscal Q2 outlook to 66-72% growth, the stock has fallen 53% from its June peak due to investor concerns about hard drive pricing sustainability. The analyst suggests the valuation at 15x forward earnings reflects much of the pricing risk and recommends a small position, with the main risk being earlier-than-expected pricing declines.

10/23/2026, 9:07 PM • The Motley Fool

Western Digital: 3 Key Takeaways for Long-Term Investors

Western Digital reported 55% year-over-year revenue growth to $4.4 billion in Q1 FY2027, driven by expanding cloud storage demand from AI. The company is leveraging ePMR technology to increase storage capacity without additional factory investments, expanded gross margins to 58% through higher-capacity drives and pricing discipline, and has improved customer visibility through 2030 as AI workloads drive demand across cloud, enterprise, and neocloud markets.

10/23/2026, 7:33 AM • The Motley Fool

Up 3,700%, Should You Buy Sandisk Right Now?

Sandisk stock has surged 3,700% since its February 2025 spinoff from Western Digital, driven by AI-driven demand for flash storage and strong financial performance. However, the article cautions investors that memory and storage stocks are historically volatile and prone to severe downturns when industry cycles turn, suggesting the current boom may not be sustainable.

10/22/2026, 5:30 PM • The Motley Fool