SANDISK CORPORATION (SNDK)

What has changed is not the business but what investors will pay for it. The market has started pricing in the day the memory shortage ends, even though it has not ended yet. Sandisk will report its next earnings on Aug. 5, and after its latest run, SNDK stock is set for a big move either way.

SanDisk stock soared over 2,000% in a year, then fell 56% from its peak. Here is what management says about demand, pricing, and what comes next.

Lam Research gets a nice chunk of its revenue from sales of memory manufacturing equipment, and that's great news for its future.

SanDisk (SNDK) has rallied 439% year-to-date, despite a 44% pullback over the past month. Strong AI-driven demand for memory chips has driven the stock higher, though it has been under pressure recently due to concerns about AI spending and rising competition from Chinese chip companies. All eyes ar…

Chipmakers rallied sharply with ... betting that upcoming AI hyperscaler earnings will highlight big capex plans. In that tape, SNDK is behaving like a must‑own hardware supplier for the AI build‑out, even without stock‑specific headlines....