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Cramer says Micron and three other memory chip stocks still have room to run.
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.
Micron (MU) and SanDisk (SNDK) have delivered the sort of gains investors typically wait years for. Micron traded around $1,012 on August 18, while SanDisk changed hands near $1,787. Seeking Alpha data show both stocks up 254% and 653%, respectively, in 2026. Interestingly, that rally has been so ...
I covered SanDisk's Investor Day Aug. 14, when the company revealed a long-term financial framework calling for 80% gross margins, 75% operating margins, and 100% excess cash return to shareholders. The market responded with a 13.67% single-session surge followed by another 7.39% gain the following ...
JPMorgan's target signals another 27% upside after Sandisk unveiled enormous margins, long-term contracts and aggressive shareholder returns.
Micron stock is back above a closely watched moving average. The memory chipmaker's earnings exploded in June.
Investors drove memory-chip stocks higher on Monday for the fifth straight trading session. Micron, Sandisk and SK Hynix all advanced with vigor.
At first glance, stock indexes look muted today. But under the surface, many of the names that have become synonymous with the AI trade are making big strides today, likely helped by a late-Friday Bloomberg report that Anthropic's second-quarter revenue rose 14-fold.
Investing.com - U.S. stock futures were mixed on Monday, with technology stocks pointing to a firmer open, as investors scaled back bets on an impending Federal Reserve rate hike and looked ahead to a fresh batch of retail-sector earnings this week.
Memory chip investors have heard this pitch before. This cycle is different, the demand is structural, and the old boom and bust pattern no longer applies. SanDisk Corp. (SNDK) made that case forcefully at its investor day on Thursday, Aug. 13, and the market bought it. Shares closed up 13.67% that ...
US equity indexes were mixed this week as easing inflation and a drop in retail sales boosted the od
Sandisk's (SNDK) long-term targets suggest Wedbush Securities' fiscal 2028 estimates understate the
SanDisk, Pagaya, NeoVolta and Aeromexico offer 35%+ upside potential after strong Q2 results, with growth catalysts across key industries.
Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.
SK Hynix is the IBD Stock Of The Day as the South Korean memory-chip maker continues to benefit from high demand from AI data centers.
Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.
Investing.com -- J.P. Morgan moved SanDisk to Overweight from Not Rated with a December 2027 price target of $2,250, citing positive takeaways from the company’s 2026 Investor Day held in New York.
Sandisk stock surged as Wall Street digested the flash memory maker's bullish long-term growth targets.
Wall Street flipped the script Friday with a wave of surprise upgrades and downgrades hitting names like Wayfair, Roku, and Fox Corporation, while cooler inflation data reshuffled bets across stocks, bonds, oil, and crypto all at once.
U.S. futures were flat lower after climbing in the previous session on soft inflation data.
<body><p>VIDEO SHOWS: N/A</p><p>STORY: Wall Street's main indexes ended higher on Thursday, with the Dow ticking up marginally, the S&P 500 adding nearly two-thirds of a percent to close at a record high, and the tech-heavy Nasdaq climbing more than eight-tenths of a percent.</p><p>Several chip stocks led the way, with shares of Sandisk surging nearly 14% after the memory chip maker said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout. </p><p>On the flip side, shares of Cisco fell more than 8% despite the AI infrastructure company a day earlier forecasting fiscal 2027 revenue above Wall Street expectations.</p><p>Eric Diton is president and managing director of The Wealth Alliance.</p><p>"Sandisk up double digits with just great numbers, great expectations for future revenue for margins, which by the way is what took Cisco down today. Cisco beat on earnings, beat on revenue, but the street focused on a little over a 2% drop in margin, and they beat up the stock pretty well. But generally speaking, the Nasdaq's having a great day, up roughly three quarters of a percent, led by the chips."</p><p>Elsewhere in the market, shares of Netflix climbed more than 5% after billionaire investor Bill Ackman unveiled a new holding in the streaming company as part of Pershing Square's biggest portfolio overhaul in years.</p><p>And shares of Tapestry plunged more than 16% after the Coach owner forecast muted annual revenue growth.</p><p>Meanwhile, fresh data showed U.S. producer prices were unchanged in July, while the number of Americans filing claims for unemployment benefits increased moderately last week, pointing to a stable jobs market.</p><p>Traders are pricing in a more than 60% chance that the Federal Reserve will keep interest rates unchanged at its meeting next month, according to CME's FedWatch tool.</p></body>