It's no longer accurate to say that SanDisk Corp. (NASDAQ:SNDK) is merely outperforming. The stock is trading as if conventional market rules have been suspended — moving with a force that looks increasingly untethered from gravity.On Monday alone, shares of SanDisk surged 15%. Zoom out, and the scale of the move becomes increasingly difficult to contextualize: the stock is up more than 1,700% over the past year, 150% in the last month, and 250% over the past three months.Last week, SanDisk blew past earnin ...

Sandisk Earns Membership In 95-Plus Composite Rating Club | Investor's Business DailyBREAKING: [Futures Mixed; AMD, Lumentum Lead Earnings Late]---Memory-chip maker Sandisk (SNDK) saw its IBD SmartSelect Composite Rating jump to a best-possible 99 Monday, up from 93 the day before. The upgrade comes after AI play Sandisk reported a 404% surge in earnings last quarter to $6.20 per share on a 61% increase in revenue to $3.03 billion. That marks two straight quarters of rising EPS growth and…## Related news## ...

Core Viewpoint - Shares of SanDisk Corp. experienced a significant increase of over 16% following the release of stronger-than-expected quarterly results, indicating positive investor sentiment towards the company’s performance [1] Group 1: Company Performance - SanDisk Corp. reported quarterly results that exceeded market expectations, contributing to the sharp rise in its stock price [1] - The strong performance in the flash memory sector has been a key driver for SanDisk's recent stock rally [1] Group 2: Market Reaction - Investors have responded positively to the quarterly results, as evidenced by the substantial increase in share price [1] - The market's reaction reflects confidence in SanDisk's growth potential and operational efficiency [1]

It was almost exactly one year ago that Sandisk ( NASDAQ:SNDK ) was spun off from Western Digital ( NASDAQ:WDC ) as a standalone business. ...

兄弟姐妹们啊，今晚请暂时忘掉旧时代的资产黄金白银，现在AI时代，真正的"黄金"是内存，是存储！今晚的美股，存储芯片板块，涨疯 了。 存储概念暴涨 2月2日晚间，美股摆脱了金银暴跌的影响，低开高走。道指涨约400点，纳指涨约0.4%，标普指数涨约0.4%。 美股最大的亮点之一，就是存储概念板块暴涨，延续自1月以来的涨势。闪迪公司涨幅扩大至143%，希捷科技、美光科技、西部数据均上 涨超过4%。 Lombard Odier Asset Management的Florian Ielpo认为，这份报告暗示美联储利率可能会在较长时间内维持稳定，因为央行已成功带动制造业 重新活跃起来。 他表示："这一变化从根本上利好企业盈利，不仅支持美国股市，也会带动那些对美国增长动能有敞口的全球股市。短期来看，这进一步 强化了'金发姑娘'叙事——增长稳健、通胀受控。" | 了 筛选 | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | | 闪迪 | 659.22 | +14.40% | | us SNDK | | | | 希捷科技 | 425.84 | +4.45% | | US STX | | | | 美光 ...

芯片制造商股价上涨，延续自1月以来的涨势。希捷科技公司股价上涨5%，闪迪公司涨幅扩大至 13.6%。美光科技上涨4.4%，西部数据上涨4.8%。 本文源自：金融界AI电报 ...

TrendForce集邦咨询指出，由于2025年第四季PC整机出货优于预期，目前PC DRAM仍普遍缺货，即便 是确定取得原厂供给的tier-1 PC OEM业者，DRAM库存水平仍有下滑。在卖方市场格局抬升合约价商 谈行情的背景下，预计2026年第一季PC DRAM价格将季增100%以上，涨幅达历史新高。 智通财经APP获悉，周一，存储板块走强，闪迪(SNDK.US)涨超7%，希捷科技(STX.US)涨超5%，西部 数据(WDC.US)涨超4%，美光科技(MU.US)涨超2%。消息面上，根据TrendForce集邦咨询最新存储器产 业调查，2026年第一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减， TrendForce集邦咨询据此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。预估整体 Conventional DRAM合约价将从一月初公布的季增55-60%，改为上涨90-95%，NAND Flash合约价则从 季增33-38%上调至55-60%，并且不排除仍有进一步上修空间。 ...

Core Viewpoint - The storage sector is experiencing significant gains, driven by increased demand for AI and data centers, leading to a supply-demand imbalance in the global memory market [1] Group 1: Market Performance - SanDisk (SNDK.US) rose over 7%, Seagate Technology (STX.US) increased over 5%, Western Digital (WDC.US) gained over 4%, and Micron Technology (MU.US) saw an increase of over 2% [1] Group 2: Price Adjustments - TrendForce has revised its forecasts for the first quarter of 2026, increasing the expected quarterly growth rates for DRAM and NAND Flash prices due to heightened demand [1] - The overall Conventional DRAM contract price is now expected to rise by 90-95%, up from the previously estimated 55-60% [1] - NAND Flash contract prices have been adjusted from a projected increase of 33-38% to 55-60%, with potential for further upward revisions [1] Group 3: Supply Dynamics - The demand for PC DRAM remains high, with a general shortage despite tier-1 PC OEMs securing supply, leading to declining inventory levels [1] - In a seller's market, the contract price negotiations are expected to elevate, with PC DRAM prices projected to increase by over 100% in the first quarter of 2026, marking a historical high [1]

每经AI快讯，2月2日，美股存储板块走强，闪迪涨超10%，希捷科技涨超5%，西部数据涨超4%。 ...

The AI trade has been a profitable one, especially for those who have been capable of navigating the rotations within the sector.James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and i ...