SNDK — SanDisk Corporation

Last Refresh: 2026-09-04 09:35 ET by Gerrard (was Weston-only 2026-05-06 with 4-month gap)
Status for gerrard: New position consideration — breakout continuation fire today; LIMIT entry staged.

Company Overview

• Sector: Semiconductors — NAND Flash Memory
• Market Cap: ~$220B at $1,625
• Key Business: Pure-play NAND flash memory. One of the largest NAND producers. Direct beneficiary of AI data center storage demand.

Thesis Pillars (refreshed 9/4)

1. Memory supercycle isn't over. TechInsights (9/4 06:23 ET, Benzinga): DRAM prices predicted +200%+ through 2027 on AI demand. Drew Pettit (CFRA, 9/3 07:17): "memory secular growth drives 3x revenue expansion by 2030." Both apply equally to NAND as DRAM peers.
2. Tepper has been absorbed. Tepper exited SNDK at the +200% high (9/2 10:02) — overhang cleared in the 30%+ drawdown. SNDK has fully retraced: 1w +14.3%, 1m +14.3%.
3. Whale activity sustained. Options flow on SNDK every session since 9/1 (4 whale alerts in 3 days). Mizuho forecast (9/1): "massive free cash flow + share repurchases."
4. AI demand validation. Today (9/4 8:28): "SNDK surged on AI-driven demand for memory infrastructure." Direct tape narrative today.

Catalysts Next 5 Trading Days

• 9/4 FOMC Waller dovish lean already discounted; no SNDK-specific binary
• 9/9: SK Hynix earnings (proxy for memory cycle trajectory)
• NAND pricing data (weekly): check TrendForce / DRAMeXchange
• Hyperscaler capex: NVDA, MSFT, GOOGL earnings already in — fresh data only on next prints

Counterpoints (must own before entry)

• China share grab. 9/3 14:36: Chinese memory makers (YMTC NAND, CXMT DRAM) gaining share. Pricing pressure risk.
• Tepper exit timing. Tepper topped the prior cycle. Memory peak pattern still cited from prior cycle.
• Wide quote spread. IEX bid $1,622 / ask $1,645 = 1.4% absolute, but quote quality flagged: wide_iex_top_of_book_not_nbbo_use_vwap. Use LIMIT, not MARKET.

Today's Tape (9/4 9:34 ET)

• Last: $1,625.74 (ask $1,645, bid $1,622.69)
• Day range: $1,513.91 - $1,605.00 (early) → extended to $1,625 (currently above today's prior high)
• VWAP: ~$1,595.57 (price well above VWAP, buyers stepping)
• Volume: 3,691 sh vs 20d avg = only 20% in 9:35 — early session
• Volume spike 5m: 13.6x = exceptional accumulation signal
• RS_QQQ_15m: +2.0; rs_vs_spy_15m +2.1. Leadership.
• Change: 1d +5.2%, 1w +14.3%, 1m +14.3% — accelerating thrust
• Quote age 5s — fresh

Reading

• Today's breakout above the prior day's high ($1,605) at $1,625+ is a confirmed continuation setup — but spread is wide so the entry MUST be LIMIT, not MARKET.
• 5m vol 13.6x is institutional accumulation. Options flow on the name sustains (whale alerts 4 sessions running).
• Tape is buying the memory thesis into the next cycle; SNDK is at the front of the RAM-trades-rally.

Plan (filed 9/4)

• BUY 3 sh LIMIT $1,608.00 — tick-rounded (today's high retest zone; pays to wait for a pullback rather than chase into the wide spread)
  • Slippage cap: $1,650 (above ask) as ceiling
• Stop: $1,420 (below today's $1,513.91 day low + cushion; well below any recent session low)
• Target T1: $1,775 (+10.4% from $1,608) — channel top of recent range
• Target stretch T2: $1,800 (Weston reaffirm from May 6)
• Catalyst exit: rs_qqq_15m < -1.0% with vol < 0.5x 20d avg over 30m → pull LIMIT
• Invalidation: 1h close < $1,513.91 on RTH volume <0.7x 20d avg
• Position size: 3 sh × ~$1,608 = ~$4,824 = 9.6% of book (well under 25% cap)
• Stop distance: $1,608 - $1,420 = $188 = 11.7% → within API min guard
• R/R to T1: $167/$188 = 0.89R → tight but acceptable for breakout continuation
• Slot cost: 1 of 1 remaining (after 6/7 today) — fills slot exactly to 7/7

Differentiation vs Held

• Differentiated thesis from MU: MU = DRAM dominant; SNDK = NAND pure-play (different memory segment)
• AVGO/MSFT/NVDA: compute, not memory. Differentiated enough to coexist.
• AMZN: hyperscaler upstream of NAND buyer, not a memory peer.
• OKTA: cybersecurity, no overlap.
• AMAT/LRCX: NAND equipment makers — inverse exposure (SNDK up = AMAT potential up too via capex, but differentiation ok).

Exit Plan

• +1R ($1,608 + $188 = $1,796): trim 1 sh (~33%) to bank; lift stop to $1,608 (entry floor = free-roll)
• +2R ($1,984): trail stop $1,800; partial trim or hold
• Runner: $1,800 (Weston's PT) → $1,900 stretch only on volume confirmation

Conflict Check

• 1-agent-per-ticker ✓ (no Gerrard SNDK position today; Weston has 1.98 sh @ $1,009 unaffected)
• Slot count: 7/7 after fill — at cap
• 25% position cap: 9.6% allocation, comfortably below
• AI/compute/sector: SNDK brings memory expr to complement MU. IT sector rises from 46.1% → 56% — under 60% cap

Open_chase Guard

• Time: 9:35 ET — still within first 15 minutes. Volume condition: 5m spike 13.6x ✓; RS_QQQ_15m +2.0 ✓ (>0 required)
• New-momentum-first-15m gate: BOTH unusual volume AND positive 15-min RS vs SPY confirmed ✓
• Pass gate ✓
• Note: the proposal still uses LIMIT, which gates the chase further.

Notes

• 2026-09-04 09:34 ET: Breakout continuation fire. LIMIT entry only because IEX spread is 5.95% — semantic gate same as LITE/AVGO/OKTA pattern.
• 2026-05-06 (Weston): Held 1.98 sh @ $1,009.40 +39% unrealized, target $1,800, stop $1,350. Thesis intact 4 months later.
• 2026-09-02 (Benzinga): Tepper exit narrative absorbed. SNDK has since run +14.3%.

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Major U.S. stock indexes finished Thursday in positive territory, with the Dow Jones Industrial Average advancing 1.86% to 50,848.75, the S&P 500 climbing 1.75% to 7,394.30, and the Nasdaq surging 2.54% to 25,809.66. The following stocks gained significant attention from retail traders and in...
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U.S. stocks rallied sharply on Monday after the United States and Iran signed a peace agreement that ends their war and reopens the Strait of Hormuz, sending crude oil tumbling roughly 5% to two-month lows and Treasury yields to one-month lows. The collapse in energy prices eased inflation fears ...
Stock Market Euphoric Over New Musk Post And Iran Deal
Euphoric Stock Market Please click here for an enlarged chart of United States Oil ETF (NYSE:USO). Note the following: The chart shows oil is falling about 5% on the U.S. Iran deal.  The deal appears to lift the U.S. blockade, open the Strait of Hormuz, and extend the ceasefire for 60 days.&...
Quantumscape, Marvell Technology, Micron Technology And Other Big Stocks Moving Higher On Thursday
U.S. stocks were higher, with the Dow Jones index gaining more than 200 points on Thursday. Shares of Quantumscape Corp (NASDAQ:QS) rose sharply after the company announced a joint research agreement with Honda R&D Co. Ltd. aimed at advancing QuantumScape's solid-state battery platform. The j...
Nasdaq 100 Rallies, Oil Sinks To $75 On Iran Peace Deal: Stock Market Today
U.S. stocks rebounded Thursday, led by a sharp rally in semiconductors, as a signed U.S.-Iran peace deal sent oil tumbling and an Intel-Apple chip manufacturing pact lit a fire under technology shares. The rebound came one day after stocks slumped when the Federal Reserve – in Kevin Warsh‘s first...
DRAM ETF Assets Hit $21 Billion AUM, But Key Risks May Lead To A Reversal
The Roundhill Memory ETF (CBOE: DRAM) continued its strong rally last week and reached a record high of $77.63, up by 173% from its lowest point in April, when it was launched.  It has recorded inflows every week since its launch, with assets under management reaching $21 billion. This makes...
Why Is SanDisk Stock Gaining Wednesday?
SanDisk Corp. (NASDAQ:SNDK) stock rose in premarket trading Wednesday after the stock tumbled 13.6% in the previous session amid a broad selloff across semiconductor stocks. The rebound came as investors turned their attention to upcoming results from Micron Technology Inc. (NASDAQ:MU), which is ...
Micron CEO Says AI Memory Shortage Could Last Beyond 2028: These ETFs Are Positioned To Profit
Micron Technology Inc’s (NASDAQ:MU) blockbuster fiscal third-quarter results are reverberating far beyond the stock itself. The numbers provide a fresh tailwind for semiconductor and AI-focused ETFs as investors bet that the artificial intelligence infrastructure boom is still in its early stages...
Why Is Western Digital Stock Surging Thursday?
Western Digital Corp. (NASDAQ:WDC) shares surged about 13% in Thursday’s premarket session after Micron Technology Inc.’s (NASDAQ:MU) stronger-than-expected quarterly results and bullish outlook boosted sentiment across the memory and storage sector. A broader risk-on mood also supported the move...
Why Is Sandisk Stock Soaring Thursday?
Sandisk Corp. (NASDAQ:SNDK) stock surged nearly 16% in Thursday’s premarket trading after Micron Technology Inc.’s (NASDAQ:MU) stronger-than-expected quarterly results and bullish outlook strengthened confidence in the AI memory market. The broader market also provided support, with S&P ...
Stock Market: Will S&P 500 Open Up Or Down Today?
The S&P 500 ended marginally lower on Wednesday as investors remained cautious ahead of Micron Technology Inc.’s quarterly earnings. Still, Polymarket traders are overwhelmingly betting the benchmark index will rebound at Thursday’s open. The S&P 500 closed down 0.10% at 7,358.22. However...
Micron Just Gave AI Investors Exactly What They Wanted
Micron Technology Inc. (NASDAQ:MU) stock surged over 17% in premarket trading Thursday after the memory-chip maker reported fiscal third-quarter results that topped Wall Street expectations and issued stronger-than-expected fourth-quarter guidance. Micron reported adjusted earnings of $25.11 per ...
SanDisk, Western Digital, Seagate Surge After Hours As Micron's Blowout Earnings Signal Memory Upcycle
Shares of SanDisk Corp. (NASDAQ:SNDK), Western Digital Corp. (NASDAQ:WDC) and Seagate Technology Holdings PLC (NASDAQ:STX) surged sharply in after-hours trading on Wednesday, lifted by a blowout earnings report from Micron Technology Inc. (NASDAQ:MU). The gains in late trading session reflect a r...
Micron Technology, Qualcomm, The Wendy's Company, SanDisk And Western Digital: Why These 5 Stocks Are On Investors' Radars Today
Major U.S. indexes ended Wednesday mixed, with the Dow Jones Industrial Average gaining 0.35% to 51,848.90, while the S&P 500 slipped 0.10% to 7,358.22 and the Nasdaq declined 0.43% to 25,476.63. These are the top stocks that gained the attention of retail traders and investors through the da...
Micron's Blowout Q3 Report Ripples Through Memory Stocks SanDisk, Western Digital
Micron Technology Inc. (NASDAQ:MU) delivered a blowout third-quarter earnings report, and the ripple effect is lifting shares of fellow memory and storage names SanDisk Corp. (NASDAQ:SNDK), Western Digital Corp. (NASDAQ:WDC), and Seagate Technology Holdings PLC (NASDAQ:STX). MU stock is climbing ...
Acuity Posts Strong Q3 Results, Joins BlackBerry, MillerKnoll, Qualcomm And Other Big Stocks Moving Higher On Thursday
U.S. stocks were mixed, with the Dow Jones index gaining more than 200 points on Thursday. Shares of Acuity Inc (NYSE:AYI) rose sharply after the company reported better-than-expected third-quarter financial results. Acuity reported quarterly earnings of $5.31 per share which beat the analyst con...
The Memory Oligopoly: How Micron And 6 Other Names Now Set The Price For The AI Race
In June 2025, memory was still seen as a classic boom-and-bust business — one where high prices eventually cure high prices as suppliers add capacity or demand cools. A year later, that assumption no longer holds. The price of 64 gigabytes of DDR5 memory — used in high-end PCs and AI servers — ha...
Here’s Why The Crypto Market Is Crashing This Year
A crypto market crash is accelerating this year, with Bitcoin (CRYPTO: BTC), Ethereum (CRYPTO: ETH) and Ripple (CRYPTO: XRP) prices being in a steep bear market after falling by over 50% from their highest points last year. The market capitalization of all tokens has slumped from a peak of $4.2 t...
'AI Equals Memory': Why The AI Boom Now Runs Through Micron, SK Hynix And Samsung
The defining bottleneck of the artificial-intelligence boom is no longer the graphics processor. It is the memory that sits next to it. That is the core argument of a Monday note from Jordi Visser, head of AI macro nexus at 22V Research. Borrowing a line from KAIST professor Kim Jung-ho — the eng...
Dow Hits Record, Meta Soars On AI-Cloud Bet: Stock Market Today
The Dow Jones climbed to a fresh record high on Wednesday and software stocks surged, but a punishing semiconductor selloff dragged the Nasdaq 100 lower, leaving Wall Street sharply split down the middle as the AI trade fractured. The S&P 500 gained 0.3% near 7,518, while the Dow Jones Indust...
Apple, Rivian, Tesla, CrowdStrike And SanDisk: Why These 5 Stocks Are On Investors' Radars Today
Major U.S. indexes ended Thursday on a mixed note, with the Dow Jones Industrial Average rising 1.14% to 52,900.07. The S&P 500 finished flat at 7,483.24, while the Nasdaq fell 0.80% to 25,832.67. These are the top stocks that gained the attention of retail traders and investors through the d...
Stock Market Today: Dow Jones Futures Fall, S&P 500, Nasdaq Gain Following Independence Day Weekend— Intel, SanDisk, Tesla, Ford In Focus (UPDATED)
Editor’s note: The future prices of benchmark tracking ETFs, and the headline were updated in the story. U.S. stock futures were mixed on Monday, as the Dow Jones index fell, while the Nasdaq 100 and S&P 500 indices rose, following Thursday’s mixed close. The positive moves followed a long In...
Micron, AMD, SanDisk, IREN and Rivian: Why These 5 Stocks Are on Investors' Radars Today?
Wall Street ended Monday higher, with the Dow Jones Industrial Average adding 0.29% to 53,055.91, the S&P 500 rising 0.72% to 7,537.43 and the Nasdaq climbing 1.12% to 26,121.16. These are the top stocks that gained the attention of retail traders and investors through the day: Micron Technol...
Chip Rout Drags Nasdaq 100 Lower, Oil Climbs: Stock Market Today
A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday. Money rotated defensively, with health care, real estate and utilities the only sectors firmly higher, while industrials and technology lagged. The S&P 500 eased about 0.3% to 7,...
Samsung Selloff Sends Warning To US Investors; Amazon Enters AI Debt Binge
Samsung Warning Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows that...
Why Is Sandisk Stock Falling Monday?
Sandisk Corporation (NASDAQ:SNDK) stock was down more than 5% in Monday’s premarket session as investors reduced exposure to growth stocks amid a broader risk-off market. Nasdaq futures fell 1.04%, while S&P 500 futures slipped 0.36%. Geopolitical Tensions Spark Risk-Off Posture A primary cat...
Critical 4 Hours Ahead, Korea And Iran Drive Selling In US Markets
Important Data Ahead Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows...
Crude Oil Surges Over 5%; Twin Vee Powercats Shares Jump
U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 1% on Monday. The Dow traded down 0.34% to 52,459.22 while the NASDAQ fell 1.32% to 25,933.72 The S&P 500 also fell, dropping, 0.66% to 7,525.53. Leading and Lagging Sectors Energy shares jumped by 2....
Oracle, Twin Vee PowerCats, Agenus, Micron Technology and SanDisk: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indexes closed lower on Monday, with the Dow Jones Industrial Average falling 0.26% to 52,498.64, the S&P 500 declining 0.79% to 7,515.34 and the Nasdaq dropping 1.55% to 25,873.17. These are the top stocks that gained the attention of retail traders and investors through the day. ...
Memory-Chip Selloff Drags Nasdaq 100 Lower, SanDisk Sinks 13%: Stock Market Today
A second straight cool inflation reading and a wave of upbeat bank earnings pushed the Dow and small caps higher by midday Wednesday, even as a selloff across memory-chip and hardware stocks dragged the Nasdaq 100 into the red. Headline producer prices dropped 0.3% in June versus expectations for...
AST SpaceMobile, PayPal Holdings, Apple, Micron Technology and SanDisk: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indices closed higher on Wednesday, with the Dow Jones Industrial Average rising 0.29% to 52,658.64, the S&P 500 advancing 0.38% to 7,572.40, and the Nasdaq gaining 0.62% to finish at 26,269.22. These are the top stocks that gained the attention of retail traders and investors thro...
Tech Rout Deepens on China's AI Shock, Crude Rises to $81: Stock Market Today
Tech stocks fell for a third straight session Friday as the semiconductor complex extended one of its worst weeks of the year, with investors fleeing the AI hardware trade after a Chinese startup unveiled the world’s largest open-weight model. The selloff had already started in Asia overnight, wh...
Inflation Broke Lower, The AI Trade Broke with It: The Week on Wall Street
The best inflation report of 2026 landed on Wall Street this week, and the market sold anyway, abandoning the semiconductor trade that has carried the entire rally for three years. By Friday afternoon, the technology sector had slumped 5.2% for the week, marking one of the worst weeks of the year...
Everyone Talks GPUs, But CPUs Benefit From Agentic AI—Intel Earnings Stop Tech Stocks Bleeding
CPUs For Agentic AI Please click here for an enlarged chart of Intel Corp (NASDAQ:INTC). Note the following: This article is about the big picture, not an individual stock.  The chart of INTC stock is being used to illustrate the point. The chart shows INTC stock is gapping up after good ear...
Oil Crashes 8%, Chip Rout Weighs on Nasdaq 100: Stock Market Today
Crude oil cratered as much as 8% on Monday after Washington paused its strike campaign against Iran, but a brutal sell-off in semiconductors wiped out Wall Street’s early relief rally, leaving the major averages mixed ahead of Wednesday’s Federal Reserve decision and a wave of Magnificent Seven e...
More Than $1 Trillion Wiped Out as China Chip Fears Slam Nvidia, SK Hynix, Micron and Memory Stocks: ETFs to Watch
More than $1 trillion was wiped from U.S. stocks on Monday, with over half of the losses concentrated in just six memory-related names as investors dumped the sector on fears that China could expand domestic chip production. Six Memory Stocks Lose $541 Billion in Value NVIDIA Corp (NASDAQ:NVDA) l...
Nvidia, Applied Digital, Celestica, T3 Defense Corp. and SanDisk: Why These Stocks Are on Investors' Radars Today
The major U.S. indexes finished Monday in mixed fashion as Wall Street digested softer oil prices and renewed hopes for diplomacy in the Middle East. The Dow Jones Industrial Average ended the day higher by 0.5% at 52,210.08, the S&P 500 inched up 0.02% to 7,413.18, while the Nasdaq fell 0.18...
SK Hynix’s Worst Month Since 2008: Should You Buy this Dip Ahead Of Earnings?
The last time SK Hynix Inc. (NASDAQ:SKHY) suffered a monthly decline this severe, Lehman Brothers had just collapsed. Shares of the South Korean memory giant have plunged roughly 41% this month, marking their worst monthly performance since October 2008. The selloff accelerated Tuesday, with the ...
Nasdaq 100 Enters Correction, SanDisk Sinks Over 50% From Peak: Stock Market Today
The Nasdaq 100 officially slipped into correction territory on Tuesday, falling more than 10% from its early June record high as the AI-driven sell-off deepened on mounting concerns over rising competition from China. The memory sector has been at the heart of July’s rout. SanDisk Corp. (NASDAQ:S...
Seagate Stock Escapes Memory Rout: Now BofA Says It Could Rip 54% Higher
Seagate Technology Holdings plc (NASDAQ:STX) spent much of July collapsing alongside the broader memory and storage complex, falling more than 30% from its June high as investors questioned whether the artificial intelligence infrastructure boom had already peaked. Now, the company is attempting ...
Oil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market Today
A deepening sell-off gripped Wall Street midday Wednesday as crude oil spiked on a fresh U.S.-Iran escalation just hours before the Federal Reserve’s rate verdict, dragging the S&P 500 to four-week lows and knocking the Nasdaq 100 down more than 10% from prior records. President Donald Trump ...
Lam Research, Xerox, FormFactor, Microsoft And Other Big Stocks Moving Higher On Thursday
U.S. stocks were higher, with the Dow Jones index gaining around 300 points on Thursday. Shares of Lam Research Corp (NASDAQ:LRCX) rose sharply after the company reported better-than-expected fourth-quarter financial results and issued first-quarter guidance above estimates. Lam Research reported...
SanDisk Leads Memory Stock Rally — Here's What's Fueling the Bounce Back
Memory stocks are rallying Thursday, clawing back a chunk of Wednesday’s steep losses. Sandisk Corp.  (NASDAQ:SNDK), Micron (NASDAQ:MU), Seagate (NASDAQ:STX), Western Digital (NASDAQ:WDC), SK Hynix Inc. (NASDAQ:SKHY) and the Roundhill Memory ETF (NASDAQ:DRAM) are all higher in early trading,...
Stock Market Today: Microsoft Ignites Chip Rebound as SanDisk Jumps 24%
U.S. equities clawed back Wednesday’s post-Fed losses by midday Thursday, with a blowout cloud print from Microsoft Corp. (NASDAQ:MSFT) reviving the artificial intelligence trade and dragging beaten-down semiconductor names sharply higher. The Nasdaq 100 led with a 3.1% advance, th...
Nasdaq 100's Best Day Since May 2025: 10 Stocks Driving the Move
The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) surged 3.5% in afternoon trading, on pace for its best session since May 2025, when the Trump administration’s 90-day tariff pause with China unlea...
Amazon Already Knows What 2028 Looks Like: CEO Andy Jassy Says the Demand Is 'Striking' as AWS Races to Add Capacity
Amazon.com, Inc. (NASDAQ:AMZN) CEO Andy Jassy said the company is already seeing “striking” demand for 2028 as it continues expanding AI infrastructure to keep pace with customer demand. AI Demand Already Extends Into 2028 Speaking on the company’s second-quarter earnings call Thursday, Jassy sai...
Amazon Stock Pops 9.5% After-Hours as AWS Fuels Earnings Beat: Jim Cramer Calls it 'Astonishing'
Amazon.com, Inc. (NASDAQ:AMZN) shares jumped Thursday after the company delivered stronger-than-expected second-quarter earnings, with investors and analysts praising accelerating Amazon Web Services profitability as evidence that returns on artificial intelligence investments are beginning to ma...
SanDisk Stock is Down 50% From the YTD High: Will Earnings Spark a Rebound?
SanDisk (NASDAQ:SNDK) shares have plunged roughly 50% from their peak this year as the memory chip sector has come under intense selling pressure. The Roundhill Memory ETF (CBOE: DRAM), a benchmark for the industry, has also retreated about 40% from its year-to-date high.  Investors are now ...
Benzinga Bulls And Bears: Amazon, Microsoft, SpaceX
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks closed a volatile week mixed as investors navigated a hawkish Federal Reserve, surging Treasury yields and sharply divergent earnings from the biggest tec...
Yen Intervention And Falling Oil Help Stocks, But Selling In Korea Throws A Monkey Wrench
Falling Oil Please click here for an enlarged chart of United States Oil ETF (NYSE:USO). Note the following: Understanding the moves in oil are very important because they have been directly impacting bonds and moves in bonds in turn have been impacting the stock market. The chart shows the run u...
Caterpillar, Wayfair, Zebra Technologies, Gartner And Other Big Stocks Moving Higher On Tuesday
U.S. stocks were higher, with the Dow Jones index gaining around 500 points on Tuesday. Shares of Caterpillar Inc (NYSE:CAT) rose sharply during Tuesday’s session after the construction and mining equipment maker reported second-quarter 2026 revenue and raised its full-year sales outlook. Adjuste...
Stock Market Today: S&P 500, Dow Futures Gain After Scott Bessent Signals Strait of Hormuz Deal With Iran in Sight— AMD, SpaceX, SanDisk in Focus (UPDATED)
(Editor’s note: The ETFs data was updated and economic data was added.) U.S. stock futures rose on Wednesday, as the Dow Jones and S&P 500 indices advanced, after the Dow and S&P 500 hit new all-time highs on Tuesday and closed higher. Treasury Secretary Scott Bessent said in an interview...
Top Wall Street Forecasters Revamp Sandisk Expectations Ahead Of Q4 Earnings
Sandisk Corporation (NASDAQ:SNDK) will release its fourth quarter earnings report after the closing bell on Wednesday, Aug. 5. Analysts expect the Milpitas, California-based company to report quarterly earnings of $34.45 per share, up sharply from 29 cents per share in the year-ago period. The co...
Sandisk Stock Rally Hits the Brakes As Traders Lock in Gains Before Earnings
Sandisk Corporation (NASDAQ:SNDK) stock fell nearly 1% in Wednesday’s premarket trading after surging 10.84% in the previous session, as investors awaited the company’s fiscal fourth-quarter and full-year 2026 results, due after the closing bell. The cautious trading came despite a generally posi...
Dow Jumps Over 900 Points As Crude Oil Falls: Investor Sentiment Improves Further, Fear Index Moves To ‘Greed’ Zone
The CNN Money Fear and Greed index showed further improvement in the overall market sentiment, while the index moved to the “Greed” zone on Tuesday. U.S. stocks settled higher on Tuesday, with the Dow Jones index jumping more than 900 points during the session, hitting a fresh record high. Crude ...
AMD, Walt Disney And 3 Stocks To Watch Heading Into Wednesday
With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows: Wall Street expects Eli Lilly and Co. (NYSE:LLY) to post quarterly earnings of $6.01 per share on revenue of $20.73 billion before the opening bell, according to...
SanDisk Sees Q1 Adj EPS $44.00-$46.00 vs $43.12 Est; Sees Sales $10.300B-$10.800B vs $10.465B Est

Sandisk Stock Slides Despite Q4 Earnings Beat — Details
Sandisk Corp. (NASDAQ:SNDK) posted its fourth-quarter results after Wednesday’s closing bell. Shares slipped despite the company beating analysts’ estimates. SNDK stock is moving. Watch the price action here. Sandisk Q4 Details    Sandisk reported quarterly earnings of $39.25 per share,...
Stock Market Today: Dow Futures Gain, Nasdaq 100 Tumbles as Hormuz Deal Talks Progress—SpaceX, SanDisk, Applovin in Focus (UPDATED)
(Editor’s note: The ETFs data was updated and economic data was added.) U.S. stock futures were mixed on Thursday, as the Dow Jones and S&P 500 indices rose and the Nasdaq 100 index declined, following Wednesday’s mixed close. Fresh economic data signaled a resilient labor market alongside st...
Why Is Western Digital Stock Sinking Thursday?
Western Digital Corp. (NASDAQ:WDC) stock traded lower Thursday despite reporting fiscal fourth-quarter earnings and revenue that beat Wall Street estimates. Despite the earnings beat, Western Digital’s outlook fell short of elevated investor expectations, triggering a sector-wide pullback in AI m...
Bigger Earnings, Bigger Drop: The Sandisk Selloff Explained
Sandisk Corporation (NASDAQ:SNDK) stock fell nearly 10% in Thursday’s premarket session as investors questioned whether the memory-chip maker can sustain its unusually high profit margins after posting stronger-than-expected quarterly results. The reaction contrasted with Sandisk’s quarterly perf...
SanDisk CEO David Goeckeler Says Its Biggest Customers Aren't Talking Prices Anymore as Business Turns 'Highly Strategic'
SanDisk Corp. (NASDAQ:SNDK) said artificial intelligence is fundamentally changing how it works with customers, with CEO David Goeckeler describing a shift from short-term pricing negotiations to long-term strategic partnerships as demand for AI infrastructure accelerates. From Quarterly Price Ta...
US Foods, SanDisk And 3 Stocks To Watch Heading Into Thursday
With U.S. stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows: Wall Street expects US Foods Holding Corp. (NYSE:USFD) to post quarterly earnings of $1.36 per share on revenue of $10.46 billion before the opening bell, accordin...
SanDisk Stock Falls 7.96% After Hours as Memory Chip Company Crushes Earnings, but Analyst Says Investors Need a 'Leap of Faith'
SanDisk Corp. (NASDAQ:SNDK) posted a fourth-quarter earnings beat on Wednesday, but investors remained unconvinced as cautious guidance and questions over how long the memory boom can last sent the stock sharply lower in after-hours trading. Analyst Sees Margin Questions Ahead Susquehanna‘s Mehdi...
SanDisk, Western Digital, AppLovin Corp., SoundHound AI and Figma: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indices ended Wednesday on a mixed note, with the Dow Jones Industrial Average rising 0.49% to 54,349.12, while the S&P 500 slipped 0.17% to 7,723.55 and the Nasdaq declined 0.83% to 26,363.43. These are the top stocks that gained the attention of retail traders and investors throu...
Western Digital Stock’s Worst Drop Since March 2020: History Offers a Bullish Signal
Only eleven times since 2000 has Western Digital Corp. (NASDAQ:WDC) lost more than 15% of its value in a single session. Thursday is shaping up to be the twelfth. Shares opened near $420, down 19% from Wednesday’s $519.17 close, according to Benzinga Pro data. A close at that level would mark the...
SanDisk Earnings Beat Triggers 20% Premarket Hit In These ETFs
Leveraged ETFs tracking SanDisk Corp. (NASDAQ:SNDK) tumbled sharply after the memory-chip maker’s latest earnings report, highlighting the downside risks of single-stock leveraged funds when lofty investor expectations collide with cautious guidance. The Leverage Shares 2X Long SNDK Daily ETF (BA...
SanDisk Stock's 'Secular Opportunity:' BofA Sees 100% Rally
SanDisk Corp. (NASDAQ:SNDK) just delivered 175% annual revenue growth, an 84.6% gross margin and nearly $9 billion of quarterly sales, up nearly fivefold from a year ago. And Wall Street sold it. The company’s stock price fell sharply Thursday after its fiscal first-quarter outlook landed roughly...
World's Smartest Banker Warns Of Hidden Margin Debt; SanDisk, WDC Disappoint; SK Hynix's Flash Crash
Hidden Margin Debt Danger Please click here for an enalrged chart of SanDisk Corp (NASDAQ:SNDK). Note the following: Sandisk (SNDK) is important because it has been a leading stock due to explosive NAND memory demand for AI. Sandisk also has been one of the momo crowd’s favorite stocks. The chart...
S&P 500, Dow Fall as Brent Jumps 4%, SanDisk Trims Losses: Stock Market Today
The U.S. stock market retreated from record highs by midday Thursday as a 4% surge in Brent crude revived the Middle East risk premium, while SanDisk Corp. (NASDAQ:SNDK) delivered guidance that fell short of the blowout investors had hoped for, failing to spark a broader tech rally. Iran said it ...
Why Is Sandisk Stock Gaining Friday?
Sandisk Corporation (NASDAQ:SNDK) stock rose in Friday’s premarket session as broader market sentiment improved and investors bought the recent pullback following the stock’s post-earnings decline. Nasdaq futures gained 0.48%, while S&P 500 futures rose 0.19%.Thursday’s decline came despite s...
Dow Tumbles More Than 450 Points As Oil Prices Rise: Fear Index Remains In ‘Greed’ Zone
The CNN Money Fear and Greed index showed a slight change in the overall market sentiment, while the index remained in the “Greed” zone on Thursday. U.S. stocks settled mostly lower on Thursday, with the Dow Jones index falling more than 450 points, ending a 5-session win streak amid a surge in c...
JS&P 500 Hits Record As Jobs Shock Sinks Rate-Hike Bets: Stock Market Today
The S&P 500 cleared 7,755 and Wall Street is on course for its best week since April. The rally comes on the heels of a contraction in July payrolls. The U.S. economy unexpectedly shed 23,000 jobs in July against forecasts of an 80,000 gain, while May and June payrolls were revised down by a ...
Chinese Buying Lifts Gold And Silver From Technical Support; Jobs Report Shocker And Iran Hopium Trigger Aggressive Stock Buying
Shocking Jobs Report Please click here for an enlarged chart of SPDR S&P 500 ETF Trust (NYSE:SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows buying in the early trade in the stock market. The chart shows the stock market continues ...
Consumer Tech (Aug 3-7): SpaceX Released Strong First Earnings, Meta Sued For Harming Children's Mental Health & More
President Donald Trump said on Friday that data centers could eventually become a bigger industry than oil, calling them significant for the U.S. economy. President Donald Trump‘s former Counterterrorism Chief Joe Kent has reaffirmed his stance that the U.S. sho...
CoreWeave Cashes in on the AI Gold Rush With a 25% Price Hike, and Customers are Still Lining Up: Vera Rubin Demand is 'Enormous'
CoreWeave Inc. (NASDAQ:CRWV) raised prices across its artificial intelligence computing offerings in July and is passing along rising hardware costs to customers, as demand continues to accelerate. A Quarter of Pricing Power CFO Nitin Agrawal told analysts on Tuesday’s earnings call that the...
Sandisk, Bloom Energy and 8 Other Stocks Rallied After the CPI Report: Here’s Why
Inflation landed broadly in line with expectations in July, easing pressure on the Federal Reserve to hike rates in September and fueling a premarket rally in technology and semiconductor stocks. Between 8:25 a.m. and 8:55 a.m. ET, Bloom Energy Corp. (NYSE:BE) led the premarket gainers tracked by...
Cisco CFO Mark Patterson Calls Price Hikes ‘a Last Resort’ That Fuel Revenue Growth, Says Customers ‘Understand It’s an Industry Issue’
Cisco Systems Inc (NASDAQ:CSCO) raised prices on parts of its hardware lineup in fiscal 2026, and the increases added measurably to revenue growth, even as the company described the move as something it would rather avoid. Price Hikes Called “a Last Resort” CFO Mark Patterson told analysts o...
Chip Stocks Power S&P 500 to Record Highs, SanDisk Soars 15%: Stock Market Today
The S&P 500 cleared 7,800 points for the first time ever on Thursday after a second consecutive soft inflation print all but shut the door on a September rate hike, with semiconductors doing the heavy lifting. Sandisk Corp. (NASDAQ:SNDK) soared 15% after unveiling a new optimistic r...
Stock Market Today: Dow Jones Futures Slip, S&P 500 Gains as US Says it Can Maintain Iran Blockade 'Indefinitely'—SanDisk, Workday, JD.com, Applied Materials in Focus
U.S. stock futures were mixed on Friday, as the Dow Jones index slipped and the Nasdaq 100 and S&P 500 indices rose, following Thursday’s higher close. According to Reuters, the U.S. stated it can maintain its naval blockade of Iran “indefinitely,” and Treasury Secretary Scott Bessent warned ...
S&P 500 Hits New Record High Following PPI Data: Investor Sentiment Improves, Fear Index Remains In ‘Greed’ Zone
The CNN Money Fear and Greed Index showed further improvement in overall market sentiment, while the index remained in the “Greed” zone on Thursday. U.S. stocks settled higher on Thursday, with the S&P 500 closing at a new record high following the release of PPI data. Headline producer price...
SanDisk, Workday, Applied Materials, Netflix and Reddit: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indices ended higher on Thursday, with the Dow Jones Industrial Average rising 0.13% to 53,839.99, the S&P 500 gaining 0.65% to 7,798.99 and the Nasdaq advancing 0.81% to 26,803.02.These are the top stocks that gained the attention of retail traders and investors through the day:Sa...
Russell 2000 Extends Records, SanDisk Rallies 7%: Stock Market Today
Wall Street’s record run stalled Friday, with the S&P 500 slipping from Thursday’s all-time closing high after retail sales unexpectedly contracted and consumer sentiment fell more than expected. A fresh leg higher in crude, driven by Washington’s escalating pressure campaign on Iran, split t...
Stock Market Today: Dow Futures Slip, S&P 500 Rises as September Fed Hike Odds Fall to 30% — SanDisk, Micron, HIVE in Focus
U.S. stock futures were mixed on Monday, as the Dow Jones index slipped and the Nasdaq 100 and S&P 500 futures rose, following Friday’s lower close. Wall Street faces a pivotal retail earnings week to gauge consumer health, featuring Home Depot Inc. (NYSE:HD) on Tuesday, Target Corp. (NYSE:TG...
SanDisk Flips Crucial Resistance as Experts, Technicals Predict More Gains
SanDisk (NASDAQ:SNDK) stock has rebounded and flipped an important resistance level as memory companies stage a comeback. SNDK jumped to $1,662, its highest level since July 23rd. It has soared by 65% from its lowest level in July.  Analysts are Optimistic About SanDisk Stock as AI Spending ...
Consumer Tech (Aug 10-14): Trump Faces Federal Lawsuits, Apple & Alibaba To Create AI Model For China & More
Ukraine’s military intelligence service is warning that Russia is accelerating deployment of its planned Rassvet low-Earth-orbit satellite constellation, which could eventually provide Moscow with Starlink-like battlefield connectivity. Donald Trump is facing a federal lawsuit from two ...
Benzinga Bulls and Bears: Riot Platforms, Firefly, Virgin Galactic
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks finished the week with modest gains as cooling inflation data eased concerns about an imminent Federal Reserve rate hike and helped push the S&P 500 t...
NBIS, SMCI, CRWV and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks during the week (Aug. 10 to Aug. 14) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow. SanDisk Corp. (NASDAQ:SNDK), Nebius Group N.V. (NASDAQ:NBIS), Reddit Inc. (NYSE:RDDT), CoreWeav...
SanDisk Rips 10%, Micron Rises 6% as AI Memory Frenzy Builds: Stock Market Today
U.S. stocks drifted lower at midday Monday as a violent melt-up in AI optical and memory names collided with a bond market that refuses to settle down, leaving the S&P 500 a whisker below Friday’s close after last week’s record. Across U.S. equity markets by midday Monday, losses were shallow...
Nasdaq Drops, Chip Stocks Crater As Bond Yields Bite: Stock Market Today
The stock market today fell victim to a brutal unwind in the optical and AI-hardware complex. The Nasdaq 100 slid 1.7% while long-end Treasury yields hovered near multi-decade highs and oil held above $91. West Texas Intermediate crude rose 1.4% to $85.67 a barrel, extending a monthly gain of 3.9...
US Debt Nearing $40T; Home Depot earnings Better Than Expected
$40 Trillion Debt Please click here for an enlarged chart of Home Depot Inc (NYSE:HD). Note the following: This article is about the big picture, not an individual stock.  The chart of HD stock is being used to illustrate the point. The trendline on the chart shows HD stock has been in a dow...
SKHY Stock Rips 6% in Premarket on $29 Billion Buyback Plan
SK Hynix Inc.’s U.S.-listed ADR (NASDAQ:SKHY) rose 5.56% in premarket trading on Wednesday after the South Korean memory chipmaker announced plans to buy back and cancel 40 trillion won ($29 billion) worth of its treasury shares. SKHY’s premarket rebound follows a 9.2% decline on Tuesday amid a b...
Nasdaq Tumbles Over 350 Points Amid Elevated Bond Yields: Investor Sentiment Weakens, Fear & Greed Index Moves to ‘Neutral’ Zone
The CNN Money Fear and Greed Index showed another decline in overall market sentiment, while the index moved to the “Neutral” zone on Tuesday. U.S. stocks settled lower on Tuesday, with the Nasdaq Composite falling more than 350 points during the session amid concerns of persistent inflation and ...
Why Is SK Hynix Stock Surging on Thursday?
SK Hynix Inc.’s (NASDAQ:SKHY) continued its upward momentum from Wednesday. The rally follows the South Korean memory chipmaker’s announcement of plans to buy back and cancel 40 trillion won ($29 billion) worth of its treasury stock. The Nasdaq is down 0.65% while the S&P 500 has shed 0.43% a...
Walmart's Outlook Signals Cautious Spending Ahead; Treasury Euphoria Fades; Samsung Soars; Bitcoin Shorts Crushed
Weakening Consumer Please click here for an enlarged chart of Walmart Inc (NASDAQ:WMT). Note the following: This article is about the big picture, not an individual stock.  The chart of WMT stock is being used to illustrate the point.  Walmart is the largest U.S. retailer, and thus its ...
Ken Griffin's Bet on Situational Awareness Pays Off: Citadel Posts Best Month Since 2022
Citadel founder and CEO Ken Griffin is giving more insight into Wall Street’s most dramatic AI blowup of the year. Griffin told clients in a Friday letter that the firm has already unwound more than 80% of the risk from the trading book it snapped up from Leopold Aschenbrenner‘s Situational Aware...
Memory Stocks Slide as Trump Threatens 50% Tariffs on Canadian Autos, Steel in 2027: Stock Market Today
U.S. equities split down the middle at the start of a week loaded with catalysts, as an unwind in memory and optical-component stocks dragged the Nasdaq 100 lower. President Donald Trump escalated the trade fight with Ottawa in a Truth Social post, writing that on “January First, 2027, Tariffs on...
Nvidia, Bloom Energy, SanDisk, Expion Energy and Visa: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. indexes finished Monday on a mixed note, with the Dow Jones Industrial Average gaining 0.26% to close at 53,417.16, while the S&P 500 slipped 0.28% to 7,652.86 and the Nasdaq fell 0.77% to 25,980.19. These are the top stocks that gained the attention of retail traders and investors...
Why Is Sandisk Stock Surging on Thursday?
Sandisk Corporation (NASDAQ:SNDK) stock moved higher on Thursday, driven by a sector-wide rally among memory chipmakers. The advance followed the second-quarter financial results of NVIDIA Corporation (NASDAQ:NVDA), which reported its earnings Wednesday after market close. Sandisk stock is reacti...
Micron, SanDisk Jump 4% Even as Hot Jobs Report Briefly Flips Fed Hike Odds Above 50%
Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) jumped Friday even as a surprisingly strong jobs report sent Treasury yields higher and revived the case for a Federal Reserve rate hike. Micron rose 5% and SanDisk 8% in early trading, sharply outperforming the broader market aft...
Quanex Building Products, Concrete Pumping, SanDisk And Other Big Stocks Moving Higher On Friday
U.S. stocks were mostly lower, with the Dow Jones index falling around 250 points on Friday. Shares of Quanex Building Products Corp (NYSE:NX) rose sharply following upbeat quarterly earnings. Quanex Building reported quarterly earnings of 79 cents per share which beat the analyst consensus estim...
SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today
U.S. equities slipped from Thursday’s rebound highs by midday Friday after a blowout August payroll report forced traders to price in a genuine chance the Federal Reserve raises rates this month. Beneath a quiet index tape, the rotation was violent: memory and semiconductor names ripped while sof...
Jobs Blowout Revives Rate-Hike Bets, but Record Earnings Cushion the Blow: This Week on Wall Street
Two storylines dominated the tape this week: a blowout August jobs report that reignited rate-hike bets and blockbuster earnings from Dell Technologies Inc. (NYSE:DELL) that reinforced the AI infrastructure thesis.Nonfarm payrolls rose 162,000 in August, the Bureau of Labor Statistics reported — ...
Micron and SanDisk Stocks Rebound as Investors Bet on AI Boom, Cheap Valuations
Top memory stocks have bounced back over the past five weeks as investors bought the dip, betting the artificial intelligence boom will continue. Micron (NASDAQ:MU) has jumped to $1,016, up 40% from its July low, and SanDisk (NASDAQ:SNDK) has climbed to $1,740, up 73% from its own July low. The R...
Bloom Energy Stock Faces Key Risks as Growth Fuels S&P 500 Index Inclusion
Bloom Energy (NYSE:BE) stock jumped to the crucial resistance level of $252 as investors cheered its S&P 500 Index inclusion. It has also rallied after its strong earnings report confirmed that demand from data center operators was still rising. It has soared by 180% this year. Bloom Energy S...
Bitcoin Tops $80,000, S&P 500 Slips as Yields Reclaim 5%: Stock Market Today
Bitcoin (CRYPTO: BTC) punched through $80,000 on Friday, driving a rally in crypto equities even as broader markets stalled under rising bond yields. Kansas City Fed President Jeffrey Schmid delivered a hawkish signal, defending rate hikes against sticky, broad-based inflation above 3%. Bond yiel...
On Holding, Viking Therapeutics, Shopify And Other Big Stocks Moving Higher On Tuesday
U.S. stocks were higher, with the Nasdaq Composite gaining over 1% on Monday. Shares of On Holding AG (NYSE:ONON) rose sharply after the company affirmed its FY26 sales guidance above estimates and issued third-quarter sales guidance above estimates. On Holding also announced a $1 billion stock b...