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

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

Sandisk Is Up 429% This Year -- Its $15.5 Billion Stock Buyback Suggests Management Thinks Shares Are Still Cheap

Sandisk has surged 429% in 2026 and authorized a $15.5 billion stock buyback program, signaling management confidence that shares remain undervalued. The company's data center revenue grew 437% year-over-year, driven by AI infrastructure demand. With a forward P/E of 6, $93.9 billion in contracted minimum revenue, and 85% gross margins, analysts believe the stock could continue climbing as the AI capex cycle unfolds.

08/12/2026, 5:35 AM • The Motley Fool

Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming?

Sandisk's stock has surged over 3,000% in 12 months, trading above $1,200 and making it a textbook candidate for a stock split. While the company has not announced any split plans, the article notes that a split would not change the underlying business fundamentals. The real investment story remains AI-driven memory demand, with Sandisk's performance dependent on sustained NAND pricing strength and data center demand.

08/09/2026, 10:15 PM • The Motley Fool

Why Did Western Digital Stock Crash After Earnings?

Western Digital stock plunged 11.7% despite beating earnings expectations with $3.56 per share on $3.75 billion in sales. The company reported 44% year-over-year sales growth and 1,125% GAAP earnings growth driven by AI-related demand for computer memory. Management provided strong forward guidance expecting 42-49% sales growth in Q1 2027, exceeding analyst expectations. The analyst argues the sell-off is unjustified given the strong results and outlook.

08/06/2026, 11:19 AM • The Motley Fool

Seagate Technology Is Soaring After Its Strong Earnings Report. Should You Buy Western Digital Before Its Earnings Report?

Seagate Technology reported strong Q4 earnings with a 48% revenue surge driven by AI infrastructure demand, causing its stock to jump over $100. As Western Digital's close competitor in the HDD market, the article analyzes whether Western Digital could see similar gains when it reports earnings on Aug. 5. Three bullish factors include robust hyperscaler demand for storage, Western Digital's strong financial guidance, and positive sector sentiment, though the main risk is that optimism may already be priced into the stock.

08/03/2026, 8:30 AM • The Motley Fool

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

Should You Buy Nvidia Before Aug. 26? Here's What History Says.

Nvidia remains a strong long-term AI investment despite losing momentum this year. However, historical data shows the stock has fallen in 8 of the last 13 quarters following earnings reports, suggesting investors shouldn't expect a post-earnings gain on Aug. 26. The company is trading at a reasonable 23x forward earnings and maintains leadership in AI chips, making it better suited for long-term investors rather than short-term traders.

07/25/2026, 5:02 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

Should You Buy Sandisk Stock Before Aug. 5? (Hint: It Soared After the Past 2 Earnings Reports)

Sandisk, a NAND flash memory provider for AI data centers, has surged 3,810% since its February 2025 spinoff. The company posted phenomenal Q3 results with 251% YoY revenue growth and 78.4% gross margin. Management guides Q4 revenue at $8B (up 321% YoY) with 80% gross margin. While the stock has historically soared after earnings, it's down 36% over the past month. At a P/E of 47, there's potential for further gains, but investors should be cautious given AI sector concerns about overspending and rapid market shifts.

07/21/2026, 1:15 PM • The Motley Fool

What Happens to Stocks After Joining the Nasdaq-100 (History Has a Clear Answer)

SpaceX joined the Nasdaq-100 in July 2026 following the index's new fast-track admission rules. Historical analysis of past additions shows that while stocks may see modest upward momentum around their inclusion, gains are typically limited and short-lived. SpaceX exemplifies this pattern, rising slightly after inclusion but then declining significantly. The article advises investors to focus on company fundamentals and profitability rather than index membership as an investment signal.

07/20/2026, 6:10 AM • The Motley Fool

Inflation Isn't Just a Trumpflation Problem Any Longer -- There's a New Culprit, and It Has Potentially Dire Implications for Wall Street

U.S. inflation reached 4.2% in May 2026, more than double the Federal Reserve's 2% target. While Trump's tariffs and the Iran war initially drove inflation, the Federal Reserve now identifies AI infrastructure buildout as a significant new inflationary driver. Supply shortages for AI chips and components are creating pricing power for semiconductor companies, but this persistent inflation could prompt rate hikes that threaten the expensive stock market and slow the AI data center expansion.

07/18/2026, 4:06 AM • The Motley Fool

Sandisk Stock Is Up More Than 3,700% From Its 52-Week Low. Is the Memory Rally Still Investable, or Is This Stock Priced for Perfection?

Sandisk, spun off from Western Digital in early 2025, has surged 3,748% from its 52-week low as demand for AI storage infrastructure accelerates. The company benefits from a memory supercycle driven by hyperscaler AI investments, with $42 billion in multiyear supply contracts providing revenue visibility. Despite the massive rally, analysts project significant EPS growth from $66.51 to $208.22 next fiscal year, valuing the stock at a modest 7.6x forward P/E. The author views Sandisk as a compelling long-term buy given the secular nature of AI infrastructure spending.

07/17/2026, 4:31 AM • The Motley Fool

3 of the Top 5 Performers in the S&P 500 in the First Half Offer 1 Particular Thing for AI Customers. (Hint: It Isn't the GPU, and Nvidia Isn't Among Them.)

While Nvidia dominated the early AI boom with GPU chips, memory and storage companies have emerged as top S&P 500 performers in the first half of 2026. Sandisk, Micron Technology, and Western Digital—ranked 1st, 2nd, and 5th respectively—are benefiting from surging demand for data storage and memory as AI inference and agentic operations scale. These companies are experiencing triple-digit revenue growth in data center segments, positioning them as critical players in the next phase of AI deployment.

07/08/2026, 4:02 AM • The Motley Fool

Flash Crash or Cash? The AI Hardware Reset Investors Can’t Ignore

Recent semiconductor sector volatility wiped $137 billion from memory equities, triggering retail panic over AI hardware oversupply. However, institutional analysis suggests the pullback is a strategic entry point, as leading compute memory capacities remain locked up through 2026. The market is bifurcating between critical compute bottleneck winners and legacy storage names, with pure-play operators in advanced magnetic storage and HBM production showing strong fundamentals despite stretched valuations in consumer flash segments.

07/07/2026, 7:45 AM • Investing