3 Chip Giants Still Worth Buying Despite Massive Gains

Despite massive year-to-date gains, three semiconductor stocks remain reasonably valued according to The Motley Fool. Micron Technology (up 831% in 12 months) benefits from sold-out AI memory chips through 2026 with pricing power. Western Digital (up 1,160% in 12 months) dominates AI data storage with strong demand extending to 2028-2029. Taiwan Semiconductor Manufacturing (up 116% in 12 months) maintains a 90% market share in advanced AI chip manufacturing, positioning it as an entrenched player in the AI boom.

06/23/2026, 11:15 AM • The Motley Fool

Don't Forget About Western Digital Amid Sandisk Euphoria

While Sandisk has dominated headlines with an 820% year-to-date gain, Western Digital deserves attention as another memory stock benefiting from AI infrastructure buildout. Western Digital's hard disk drives are critical for AI chips to store and process vast amounts of data. The company posted 45% year-over-year revenue growth and 11% sequential growth in Q3 fiscal 2026, with guidance for 9.4% sequential growth in Q4. With 809 planned data centers and AI spending expected to continue for years, Western Digital is well-positioned as a leading HDD provider.

06/21/2026, 11:02 AM • The Motley Fool

This Asian Country Is 1% The Size Of The US — And It Just Delivered 11x The S&P 500's Returns

South Korea's iShares MSCI South Korea ETF (EWY) has surged 112% year-to-date, delivering 11 times the return of the S&P 500. The rally is driven by SK Hynix and Samsung's dominance in high-bandwidth memory (HBM) manufacturing for AI accelerators, with both companies commanding nearly 46% of the ETF. Despite doubling in value, both stocks trade at low valuations with massive growth pipelines ahead.

06/17/2026, 8:52 AM • Benzinga

Dow Jones Hit Record Highs As Oil Drops To $77: Stock Market Today

U.S. stocks showed mixed performance on Tuesday as investors rotated out of technology into financials, utilities, and industrials. The Dow Jones reached record highs at 52,185.49, while the Nasdaq 100 declined 1.4%. Oil prices fell to $77/barrel on expectations of a Strait of Hormuz reopening deal. Federal Reserve Chair Kevin Warsh prepares for his first policy meeting with markets pricing in a 97% probability of unchanged rates.

06/16/2026, 1:12 PM • Benzinga

S&P 500 Rally Faces Its First Real Test From the Fed

U.S. markets surged to record highs on Monday following President Trump's announcement of a completed Iran peace deal, with the Dow, S&P 500, and Nasdaq all posting strong gains. Oil prices plummeted below $81 as the Strait of Hormuz reopened, benefiting airlines and transport while pressuring energy stocks. However, the rally is concentrated in semiconductor and tech names, with narrow breadth raising concerns about durability ahead of the Federal Reserve's Wednesday decision. SpaceX's IPO has tripled from its offer price in three days, signaling extreme momentum-driven speculation.

06/16/2026, 12:59 PM • Investing

Stock Market Today: S&P 500, Nasdaq Futures Fall, Dow Gains Amid US-Iran Deal— SpaceX, Dave And Buster's, Western Digital In Focus (UPDATED)

U.S. stock futures showed mixed performance on Tuesday following a preliminary U.S.-Iran agreement. The Dow Jones and Nasdaq 100 advanced while the S&P 500 fell slightly. Key movers included SpaceX surging with a market cap nearing $3 trillion, Dave and Buster's dropping 11.44% on weak earnings, Western Digital gaining 4.97% on analyst upgrade, and Paranovus Entertainment surging 30.07% on a direct offering announcement.

06/16/2026, 8:49 AM • Benzinga

Stock Market Today: S&P 500 Futures Fall, Dow Gains Amid US-Iran Agreement, SPCX Stock Surge—Dave And Buster's, Western Digital In Focus

U.S. stock futures showed mixed performance on Tuesday following a preliminary U.S.-Iran agreement. The Dow Jones and Nasdaq 100 advanced while the S&P 500 fell slightly. Key movers included SpaceX surging with a market cap nearing $3 trillion, Dave and Buster's dropping 11.44% on weak earnings, Western Digital gaining 4.97% on analyst upgrade, and Paranovus Entertainment surging 30.07% on a direct offering announcement.

06/16/2026, 5:06 AM • Benzinga

Stock Market Today, June 15: Nvidia Jumps as Markets Soar on Peace Hopes

U.S. stock markets surged on June 15, 2026, driven by peace hopes between the U.S. and Iran, which caused oil prices to fall and boosted risk sentiment. The S&P 500 rose 1.65%, the Nasdaq jumped 3.07%, and the Dow gained 0.92% to a record close. Tech and semiconductor stocks led the rally, with Nvidia, Meta, Micron, and Western Digital posting strong gains. SpaceX surged nearly 20% following its IPO.

06/15/2026, 5:14 PM • The Motley Fool

What's Going On With The Jump In Western Digital Stock?

Western Digital (WDC) shares surged 14.70% to $645.69 after Morgan Stanley analyst Erik Woodring raised his price target from $488 to $650 and reaffirmed an Overweight rating. Woodring raised FY27 and FY28 earnings estimates to $22.40 and $43.47 respectively, citing 30%+ year-over-year nearline enterprise growth, accelerating pricing, and expanding margins. The stock is trading at new 52-week highs with strong technical momentum, though MACD indicators suggest potential for pullbacks.

06/15/2026, 2:07 PM • Benzinga

Stock Market Today: Nasdaq 100 Rallies, Oil Sinks 5% As U.S.-Iran Deal Reopens Hormuz

U.S. stocks rallied sharply on Monday following a U.S.-Iran peace agreement that reopens the Strait of Hormuz. Crude oil tumbled 5%, easing inflation fears and powering gains in technology stocks. The Nasdaq 100 surged 2.9%, S&P 500 climbed 1.8%, and the Dow advanced 1.3%. Energy stocks declined while chip makers and gold miners soared.

06/15/2026, 12:34 PM • Benzinga

Up 600% in 2026, Is Sandisk Stock Still a Buy?

Sandisk has surged 600% in 2026 following its spinoff from Western Digital, driven by strong AI data center demand for SSDs. While the company shows impressive revenue growth (251% YoY) and margins (78.4%), analysts warn that the current boom may not be sustainable long-term due to cyclical memory industry patterns and potential investor pressure on tech spending.

06/14/2026, 4:15 AM • The Motley Fool

This Index’s Comeback Is a Lesson in Long-Term Investing

The MSCI USA Value Enhanced Value Index (M2USEV) has demonstrated a powerful comeback since 2025, outperforming the S&P 500 by 69.9% versus 25.4% through May 2026. The sector-neutral value index's resurgence, driven primarily by strong stock selection in semiconductors and memory chips, illustrates the importance of diversification and patience in long-term investing. The index has delivered 169.3% total returns since August 2020 versus 125.3% for the S&P 500, with semiconductor positions in Micron, Intel, Applied Materials, and Western Digital generating over three-quarters of the strategy's outperformance.

06/12/2026, 11:52 AM • Investing

SanDisk Stock's 5,000% Rally Hasn't Stopped This Analyst: Is $2,100 Next?

SanDisk (SNDK) has surged over 5,000% since spinning off from Western Digital in February 2025, with Bank of America raising its price target to $2,100, citing strong NAND flash demand and multi-year contracts locking in revenue. Despite the explosive rally, the stock trades at reasonable valuations (23x fiscal 2026 earnings, 8x fiscal 2027), though risks include memory cycle reversals and Chinese competition.

06/11/2026, 3:35 PM • Benzinga

If You Invested $30,000 in Sandisk Stock at Its Spinoff, Here's How Much You'd Have Today (Hint: You'd Be a Millionaire)

Sandisk has delivered exceptional returns since its February 2025 spinoff from Western Digital, with a $30,000 investment growing to over $1 million. The company benefits from a severe NAND memory chip shortage driven by surging data center demand for AI infrastructure. With expected revenue growth of 332% in Q4 FY2026 and 118% in FY2027, analysts believe the shortage could persist for years as data center capital expenditures are projected to reach $3-4 trillion annually by 2030.

06/10/2026, 4:28 PM • The Motley Fool

This AI Storage Stock is Up 560% so Far This Year. Is it Too Late to Buy? (Hint: It's Not Sandisk)

Kioxia, a memory chipmaker that has surged 560% year-to-date, is positioned as a high-growth AI infrastructure play rather than a cyclical hardware company. With revenue expected to grow at 118% CAGR through 2028 and trading at just 8.5x earnings, the stock appears undervalued. However, investors are advised to wait for its upcoming U.S. IPO rather than buy thinly-traded OTC shares.

06/09/2026, 2:30 PM • The Motley Fool