Sandisk Corporation (NASDAQ:SNDK) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer was bullish on the stock, as he remarked: Tomorrow, we hear from the two remaining storage companies, Western Digital and Sandisk. Have you seen those? If Seagate and Micron are any example, I expect these stocks to continue ramping, even though they’re already up 61 and 122% for the year, yes, since the year began. And by the way, they were among the best 10 performers in ...

Sandisk's stock gets 'one of the most delayed upgrades in history' after blowout earnings - MarketWatch## The Ratings Game# Sandisk's stock gets 'one of the most delayed upgrades in history' after blowout earnings## Analysts say Sandisk might wind up being sold out of storage products for years due to a widening gulf between supply and demandPublished: Jan. 30, 2026 at 9:25 a.m. ETShareResizeSandisk shares were soaring Friday morning. Photo: Justin Sullivan/Getty ImagesMissed out on Sandisk's 1,400% stock r ...

Core Insights - The storage maker's revenue guidance was nearly 60% higher than Wall Street consensus [1] - Profit guidance from the company was more than double what analysts had anticipated [1]

Western Digital (WDC) shares extended gains on Wednesday after peer Seagate Technology (STX) issued an exceptional Q2 and upbeat guidance for the future. The rally pushed WDC’s relative strength index (14-day) to the 78 level, indicating overbought conditions that often precede a sharp pullback. More News from Barchart At the time of writing, Western Digital stock is trading at roughly 9x its price from April 2025. www.barchart.com Is It Too Late to Invest in Western Digital Stock? The fundamental bu ...

在AI PC、微型掌机、智能机器人等终端设备朝着"小体积、大智能"飞速演进的今天，存储行业却长期 面临发展瓶颈：M.2 SSD体积臃肿、eMMC性能孱弱、SD卡读写迟缓、BGA封装难以扩展……"性能、 便携、可靠"之间的三角困局，已成为制约终端创新的关键障碍。 这一行业难题，正随着佰维存储推出的Mini SSD迎来破局时刻。该产品凭借3700MB/s的读取速度、高 达2TB的存储容量、SIM卡大小的体积，实现三重技术突破，不仅荣获《时代》周刊"年度最佳发明 奖"，更是以卡槽插拔式创新设计，为AI终端厂商优化供应链管理、打造差异化产品提供了坚实支撑。 市场表现印证了其创新价值。目前，Mini SSD已成功适配多款智能PC与游戏掌机，并积极导入机器人 等其他AI终端领域产品。产品一经问世，受到行业关注，不仅荣获《TIME》"年度最佳发明"，入围全 球科技创新届奥斯卡——爱迪生奖的决赛名单，相关产品解读文章、测评视频在全球曝光量突破1亿 次，B站单周视频播放量超过6万，持续位居京东热销榜前列，展现出技术领先所带来的持续热度。 在1月26日于深圳英特尔大湾区科技创新中心举办的"源起深圳，共创商机——Mini SSD生 ...

格隆汇1月29日丨同有科技(300302.SZ)在投资者互动平台表示，公司存储系统产品已在卫星大数据领域 成功收获多个标杆案例项目。 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、当地时间1月28日，美联储最新的联邦公开市场委员会（FOMC）货币政策会议纪要显示，美联储决 定将联邦基金利率目标区间继续维持在3.5%至3.75%之间，符合市场预期。具体表决细节显示，美联储 以10票赞成、2票反对的结果，决定将基准利率维持在3.5%至3.75%区间。 2、美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%；存储概念股走 高，希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。中概股涨跌不一，纳斯 达克中国金龙指数收涨0.32%，哔哩哔哩涨超3%，理想汽车涨超2%，阿里巴巴涨超1%，霸王茶姬、蔚 来跌超1%。欧洲主要股指全线下跌，德国DAX指数跌0.29%报24822.79点，法国CAC40指数跌1.06%报 8066.68点，英国富时100指数跌0.52%报10154.43点，意大利富时MIB指数跌0.66%报45138.73点，斯托 克欧洲600指数跌0.75%。 3、国际油价继续走高，截至发稿时，美油主力合约涨1.6%，报63.39美元/桶；布伦特原油主力合约涨 1.35 ...

Douglas Rissing/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54) The following is an abridged transcript: The Federal Reserve kept interest rates on hold as expected, while Chairman Jerome Powell stonewalled any controversial questions about central bank independence. Those hoping for firework ...

Core Viewpoint - Sandisk stock has experienced a remarkable increase of 1,219% since its IPO, significantly boosting its market capitalization and providing substantial returns to early investors [2][5]. Company Performance - Sandisk's stock was initially priced at $38.50 during its IPO in February 2025 and has surged to $508 by January 28, 2026 [1]. - The company's market capitalization rose from approximately $6.7 billion to over $70 billion due to this stock performance [2]. - An investment of $1,000 at the IPO would have yielded profits of $12,190, illustrating the stock's impressive growth [2]. Recent Trading Activity - As of the latest closing price of $481.43, Sandisk shares increased by 5.52% in the extended session from January 27 to January 28, 2026, resulting in a total value of $12,500 for the initial $1,000 investment, equating to a profit of $11,500 [4]. Company Background - Sandisk, founded in 1988, was acquired by Western Digital in 2016 and spun off again in February 2025, marking its return to the stock market [5]. - The company specializes in flash memory, distinguishing itself from Western Digital's primary hard drive products [6]. Industry Context - The significant rise in Sandisk's stock is attributed to the growing demand for digital infrastructure driven by the ongoing artificial intelligence boom [6]. - Sandisk is currently collaborating with five major hyperscale customers, indicating its strategic positioning within the industry [7].

Core Insights - SanDisk (SNDK) has surged 1,250% and Western Digital (WDC) has risen 400% over the past year, driven by significant investments in AI hardware by hyperscalers totaling $400 billion this year [1] - Western Digital exceeded Q3 EPS estimates by 13% and revenue estimates by 3.4%, indicating strong performance [1] - SanDisk trades at under 18 times FY 2027 earnings, while Western Digital trades at 22 times FY 2027 earnings, suggesting potential value in both stocks [1] Company Performance - SanDisk and Western Digital have experienced explosive growth due to the increasing demand for storage hardware in data centers, particularly driven by AI applications [1] - Western Digital's stock is perceived as undervalued despite trading at a premium compared to historical averages, with analysts expecting approximately 35% annual EPS growth and 17% annual revenue growth [1] - SanDisk, while smaller and riskier, reported $112 million in net income in Q3 2025, significantly lower than Western Digital's $1.2 billion, but has potential for higher growth due to AI spending [1] Market Dynamics - The ongoing data center buildout is not cyclical and has been consistent for the past three years, with expectations for further acceleration [1] - The NAND shortage has led to increased SSD prices, benefiting SanDisk as AI companies invest heavily in faster hardware [1] - Analysts suggest that if AI growth continues, SanDisk could outperform Western Digital, with potential for SNDK stock to double if the market values it at 35-40 times forward earnings [1] Investment Strategy - A balanced investment approach between SNDK and WDC is recommended, with a more aggressive stance on SNDK for those confident in sustained AI growth [1] - Western Digital's contracts are described as "stickier," which may provide stability in demand, especially if AI companies shift back to HDDs due to cost considerations [1]