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

2 Big Dividends on Sale as Warsh Targets Inflation and Yields Up to 11.9%

Two closed-end funds (CEFs) are trading at significant discounts to net asset value due to market concerns about interest rates under new Fed Chair Kevin Warsh's inflation-focused approach. BlackRock Enhanced Equity Dividend Trust (BDJ) offers a 7.8% monthly dividend at a 6.7% discount, while BlackRock Multi-Sector Income Trust (BIT) provides an 11.9% yield at a 6.1% discount. Both funds are positioned to benefit as inflation eases and rates decline, potentially closing their discounts.

07/07/2026, 6:19 AM • Investing

President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023

President Trump's investment accounts made over 3,600 trades in Q1 2026, selling between $854,000 and $4.6 million in Palantir Technologies while purchasing $45,000 to $150,000 in Western Digital, a stock that has surged 2,100% since January 2023. Palantir reported strong Q1 results with 85% revenue growth, while Western Digital leads the HDD market with 47% share and projects 22% annual data center HDD sales growth through 2028.

07/06/2026, 4:12 AM • The Motley Fool

Is the Memory Rally Still Alive After the Semiconductor Sell-Off?

Despite a $2.7 trillion market cap wipeout in semiconductors last week driven by fears over rising hardware costs and CapEx concerns, the structural rally in memory chip makers remains intact. The PHLX Semiconductor Index is still up 11% monthly and 99% year-to-date, with memory chip shortages forecast through 2028. Micron Technology exemplifies the sector's strength, gaining over 750% in 52 weeks with 1,358% YoY earnings growth and 85% gross margins.

07/02/2026, 9:14 AM • Investing

Will Sandisk Stock Split by Year-End 2026?

Sandisk has surged 749% in 2026, reaching over $2,000 per share, driven by AI-driven demand for NAND memory. The article analyzes whether a stock split is likely by year-end 2026, noting the company's strong fundamentals but also warning of cyclical memory market risks and potential AI spending slowdown.

07/01/2026, 3:23 PM • The Motley Fool

Nasdaq Selloff Shows AI Leadership Is Turning Into Market Drag

The Nasdaq is experiencing its fourth consecutive losing session as AI-related stocks face pressure from multiple headwinds: OpenAI's delayed IPO to 2027, surging memory chip costs forcing price increases across the hardware industry, and concerns about the sustainability of AI infrastructure spending. While memory chip makers benefit from tight supply, device manufacturers like Apple are forced to raise prices, signaling margin compression across the tech ecosystem. The Dow, meanwhile, reaches record highs on strength in non-AI sectors like industrials and healthcare, highlighting a significant rotation away from crowded growth stocks.

06/26/2026, 2:03 PM • Investing

The Memory Shortage Is Minting Winners. 3 Stocks Not Named Micron That Could Cash In.

A severe memory chip shortage driven by AI buildout is creating windfall profits for storage companies. SanDisk, Western Digital, and Seagate are all cashing in through soaring prices and locked-in multiyear contracts. SanDisk offers the most direct exposure to the shortage with 97% sequential revenue growth, while Western Digital and Seagate benefit indirectly as customers turn to hard drives when SSDs become prohibitively expensive.

06/26/2026, 12:03 PM • The Motley Fool