Key Points Sandisk has evolved since its spin-off from Western Digital in February 2025. The flash memory maker is beating its own guidance and putting up strong numbers. Looking beyond its traditional markets, management has high hopes for data center sales. 10 stocks we like better than Sandisk › Despite the massive runs that Nvidia and Palantir Technologies have seen over the last couple of years, neither one of them can hold a candle to a California tech stock with a comparatively diminutive ...

A year after President Donald Trump returned to the White House, seven stocks in the Russell 1000 ETF have delivered staggering returns, each topping 200% gains. The performance table reads like a mood board for the market narrative of the past year: space, defense, AI supply constraints, precious metals and a national-security scramble for critical minerals. 7) MP Materials: Rare Earths Become A National Security Matter MP Materials Corp. (NYSE:MP) has rallied 225.84% since Jan. 20, 2025, as Washingto ...

Key Takeaways The hottest tech stock in the S&P 500 this year got even hotter today, marking continued enthusiasm for a pocket of the AI trade even as U.S. markets sputtered to start the trading week. Related Education Artificial Intelligence (AI): What It Is, How It Works, Types, and Uses Why Sandisk, Memory Stocks Have Soared While the AI Trade Treads Water Supply and demand dynamics favor data storage companies as supply for NAND is expected to be undersupplied through next year, while demand is set to r ...

Morgan Stanley (NYSE:MS) on Tuesday announced a new U.S. industrial real estate acquisition through its investment management arm.Morgan Stanley Investment Management, through funds managed by Morgan Stanley Real Estate Investing (MSREI), agreed to buy a premier advanced manufacturing property in Fremont, California, for $110 million.The site comes with a long-term net lease to Western Digital, a global data storage and infrastructure leader.The acquisition reflects MSREI's focus on high-quality industrial ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

编辑｜Panda 一根 256 GB 内存条标价 5000 美元？这个价格已经轻松超过了英伟达顶配显卡 RTX 5090 的市场溢价。 现在，一家成立已过十周年的公司对这一挑战发起了冲锋。 1 月 15 日， XSKY 星辰天合在北京举办了主题为「 数据 常 青 智算无界 」的 AIMesh 产品战略发布会，并宣布战略重心从「 信息技术（IT） 」全面跨越至「 数 据智能（Data Intelligence） 」。 这家成立于 2015 年 5 月的企业，已经在十年多的时间里从初创团队成长为一头独角兽， 更是已然成为中国对象存储市场的领跑者 ，并肩负起了中国核心产业超 过 5500 PB 关键数据的安全重任。不仅如此，该公司的增长势头依然强劲：在近三年实现了 超过 50% 的逆势高增长；随着业务对性能渴望的加剧，其全闪存占比 已翻了三倍，达到了 35% 。大规模存储方面，XSKY 已经拥有了 280 个 10 PB 级以上的超级集群，甚至跨越了 单机 群百 PB 的技术门槛。这每一个数字的增长， 都是客户投下的一张张信任票，也构成了 XSKY 应对 AI 大爆发的底层底气。 此推文引发了广泛讨论，已收获超 2 ...

Several top hedge fund managers bought shares of Nvidia and Western Digital in the third quarter.Very few professional money managers outperform the S&P 500 (^GSPC 0.06%) over long time periods, but the ones who do are great sources of inspiration. Investors can track their trades by browsing Forms 13F filed quarterly with the SEC.In the third quarter, these hedge fund billionaires (all of whom beat the S&P 500 over the last three years) purchased shares of Nvidia (NVDA 0.29%) and Western Digital (WDC 0.27% ...

Group 1: Palantir Technologies - Palantir Technologies achieved a 135% return last year, ranking as the ninth-best performer in the S&P 500, driven by the artificial intelligence trend [1] - The median target price for Palantir is $200 per share, indicating a 17% upside from its current price of $171 [8] - Palantir is recognized as the best AI/ML platform by Forrester Research, scoring above competitors like Alphabet, Amazon, and Microsoft [5] - The company trades at a high valuation of 117 times sales, making it the most expensive stock in the S&P 500 [6] - Analysts suggest that while Palantir shares may continue to rise, the risk-reward profile is skewed towards risk, advising caution for investors [7] Group 2: Sandisk - Sandisk reported a remarkable 559% return last year, making it the best performer in the S&P 500 [1] - The median target price for Sandisk is $317 per share, suggesting a 23% downside from its current price of $414 [8] - Sandisk's revenue increased by 23% to $2.3 billion in Q1 fiscal 2026, driven by strong sales in data center and edge segments [11] - Management anticipates a significant increase in non-GAAP earnings in the second quarter, driven by demand for AI data centers [12] - Wall Street expects Sandisk's adjusted earnings to grow at 79% annually through fiscal 2029, but this may be overestimated due to cyclical demand for memory chips [13] - The NAND flash memory market is projected to grow at 14% annually through 2030, indicating slower earnings growth than current forecasts [14]

Core Viewpoint - Data storage stocks significantly outperformed the market in 2025, with four companies achieving over 200% gains, driven by a persistent memory chip shortage and high demand from AI workloads [1][4][5]. Group 1: Company Performance - Sandisk (NASDAQ: SNDK) was the best-performing stock in the S&P 500, soaring 559% in 2025 [1]. - Western Digital (WDC) experienced a 282% increase in stock price [2]. - Seagate Technology Holdings (STX) saw a 219% rise [3]. - Micron Technology (MU) had a stock price increase of 239% [3]. Group 2: Market Dynamics - A supply-demand imbalance led to significant price increases for memory storage products, with DRAM prices rising 170% and NAND prices climbing nearly 250% in 2025 [4][5]. - The demand for storage is primarily driven by AI workloads, which require substantial digital storage and memory compared to consumer devices [4][7]. Group 3: Current Trends - In early 2026, Sandisk is up 63%, Western Digital has climbed 23%, Seagate Technology is up 16%, and Micron Technology is 19% higher, while the S&P 500 index is up less than 2% [6]. - DRAM memory prices are expected to increase by 50% or more in the first quarter of 2026 compared to the fourth quarter of 2025 [5]. Group 4: Future Outlook - The ongoing demand for storage is expected to continue due to the rapid AI buildout, although supply adjustments may eventually occur [7][8]. - The four memory device providers currently appear promising for investors [8].

Evercore ISI has set a new price target for Western Digital (NASDAQ:WDC) at $230, indicating a potential upside.The stock's resilience is evident despite slight fluctuations, with a trading range between $216.83 and $229.99.Increased demand for memory chips, driven by the AI trade, benefits Western Digital and its competitors, highlighting the company's strong position in the data storage industry.Western Digital (NASDAQ:WDC) is a prominent player in the data storage industry, known for its hard drives and ...