Sandisk Corporation (NASDAQ:SNDK) is one of the Best Unstoppable Growth Stocks to Buy Right Now. Sandisk Corporation (NASDAQ:SNDK) rose more than 17.8% on January 2. The improved sentiment is said to be driven by two main factors. Firstly, the price movement was linked to the broader AI sector rally on Friday, which included other data-center and AI infrastructure companies. As per a January 2 CNBC report, the rally was driven by investors piling into AI stocks as 2026 kicks off, amidst rising demand for ...

Today, Jan. 2, 2026, Micron surges into 2026 as Bernstein points to AI-fueled memory demand. NASDAQ : MUMicron TechnologyToday's Change( 10.45 %) $ 29.82Current Price$ 315.23Key Data PointsMarket Cap$321BDay's Range$ 294.86 - $ 315.5452wk Range$ 61.54 - $ 315.54Volume1.8MAvg Vol26MGross Margin45.56 %Dividend Yield0.16 %Micron Technology (MU +10.45%), a DRAM and flash memory producer, closed Friday at $315.42, up 10.52% on the session. Trading volume reached 41.9 million shares, about 62% above its three-mon ...

Core Insights - The discussion centers around the impact of AI on productivity and economic growth, with a focus on the expectations for 2026 and the implications for corporate earnings and stock prices [1][2][3] Group 1: AI and Productivity - AI is seen as a key driver of productivity, allowing for economic growth without significant inflationary pressures, which is favorable for central bankers [1][2] - Fed Chair Jerome Powell has acknowledged that AI usage is likely increasing productivity, with GDP growth expectations for 2026 raised to 2.3% from 1.8% [2] - The Fed has also lowered its inflation expectations for next year to 2.4% from 2.6%, indicating a belief that productivity gains from AI can coexist with moderate inflation [2] Group 2: Corporate Earnings and Stock Market - The estimated earnings per share for the S&P 500 in 2024 is projected to be $3922, which would set a new record [1][3] - Concerns about high valuations in the stock market are countered by the expectation of record corporate profits, suggesting that high stock prices may be justified [3][4] - Companies are focusing on increasing revenue per employee rather than hiring more staff, which could lead to significant outperformance for those that can effectively leverage AI [2][3] Group 3: Micron Technology - Micron has seen its stock price triple this year, driven by demand for its DRAM products, particularly for AI data centers [2][3] - The company has announced it will no longer produce memory chips for the consumer segment due to high demand from AI applications, indicating a shift in focus [2] - Micron's stock is considered vulnerable to price fluctuations based on memory chip prices, which could impact its future performance [3]

For the last two years, the market has focused on Training AI, building the massive digital brains behind chatbots and data models.To understand why the VanEck Semiconductor ETF (SMH) is the aggressive choice, investors must first understand the business case behind the merger.This scenario creates the perfect storm for semiconductor Exchange Traded Funds (ETFs). These funds offer a backdoor entry into the trade, allowing investors to participate in the upside without the stress of managing a single stock t ...

Let's get a quick check on these numbers for you. Q1 adjusted EPS478. Street was closer to 395.Q1 revenue 13.64% billion. She was closer to 12.95% billion. So beats on the bottom and the top there.More importantly, let's get to the guidance. Q2 EPS 822 to 862. The street was at 471.And it looks like uh revenues here they're calling for between 18.3% to 19.1% billion. Consensus was 14.38% billion. So that is a big beat.Gross margins you know calling for between 67 to 69% street 55.7%. So beats there versus c ...

Key Takeaways MU posted Q1 EPS of $4.78 and revenues of $13.64B, beating estimates as memory demand surged.MU saw DRAM revenues jump 69% YoY, led by record data center DRAM and HBM demand.MU guided Q2 revenues to $18.7B and gross margin to 68%, far above consensus expectations.Micron Technology, Inc. (MU) shares gained 9.3% during Wednesday’s extended trading session after the memory chip maker reported better-than-expected first-quarter fiscal 2026 results and provided strong guidance for the second quarte ...

Micron Technology (MU) will release its first-quarter fiscal 2026 earnings on Wednesday, Dec. 17. Market expectations remain high heading into the earnings. Management set an optimistic tone during the previous quarter’s conference call, indicating that the company could deliver record revenue and earnings for the first quarter. Micron is benefitting from the rapid expansion of artificial intelligence (AI)-led data centers. These facilities require faster, higher-capacity, and more energy-efficient memor ...

As Micron Technology prepares to unveil its fiscal first quarter 2026 results on Wednesday, December 17, investors face a critical moment in assessing whether the Idaho-based memory semiconductor giant can sustain its extraordinary momentum. The company’s stock currently trades around $241, having more than tripled since the beginning of 2025, though it remains below the $260 peak reached earlier this month. This strong and rapid annual gain encapsulates both the promise and peril of investing in a busine ...

Core Insights - The Magnificent Seven, a group of trillion-dollar corporations, have significantly influenced the stock market and established the foundation of the digital economy, but they face growth limitations due to the Law of Large Numbers [1][4] - A market shift is occurring as institutional investors are moving capital from mega-cap stocks to high-growth mid-cap companies that specialize in applying artificial intelligence (AI) [2][3] Company Summaries Micron Technology - Micron Technology is positioned at the center of a supply shortage for High Bandwidth Memory (HBM), specifically HBM3E chips, which are critical for AI servers [7][8] - The demand for HBM has outstripped supply, with Micron's production capacity sold out through 2026, granting the company significant pricing power and higher profit margins [8][9] - Micron's memory stacks are approximately 30% more power-efficient than previous generations, providing substantial energy savings for data centers [11] - The company is experiencing a Super Cycle driven by insatiable demand for AI infrastructure, leading to clearer revenue visibility [12] Palantir Technologies - Palantir Technologies has emerged as a leader in Operational AI, transitioning from a reliance on government contracts to significant growth in US commercial revenue, which accelerated over 50% year-over-year in 2025 [13][14] - The company's Bootcamp sales strategy allows for rapid implementation of its software, significantly shortening the time to close large deals [16] - Inclusion in the S&P 500 has provided stability to Palantir's stock price, supported by institutional buying and strong performance on the Rule of 40 metric [17] SentinelOne - SentinelOne offers AI-driven security solutions to combat automated attacks, positioning itself as a necessary defense against evolving threats [18] - The company achieved GAAP profitability by the end of fiscal year 2025, followed by positive free cash flow, indicating a sustainable business model [20] - Rapid adoption of SentinelOne's generative AI tool, Purple AI, is enhancing the capabilities of junior security analysts, making it appealing to mid-sized companies [21] - The stock is currently trading at a discount compared to larger rival CrowdStrike, with potential for significant appreciation as profitability concerns are resolved [22] Market Trends - The stock market is evolving, with explosive growth shifting from established giants to emerging companies that address critical bottlenecks in memory supply, operational efficiency, and automated security [23][24]

Industry Overview - The semiconductor industry has rebounded in 2024 after a downturn in 2023, entering an AI-driven growth phase with global chip sales projected to reach approximately $728 billion in 2025, a 15% increase year-over-year, and nearly $800 billion in 2026, driven by demand for Memory and Logic chips used in AI systems [1] - Capital spending trends indicate that global investment in 300mm fab equipment is expected to exceed $100 billion in 2025, rising to around $116 billion in 2026 and $138 billion by 2028, fueled by AI compute demand and regional supply-chain diversification [2] - The semiconductor industry is expected to experience sustained double-digit growth through 2027, supported by advancements in High Bandwidth Memory (HBM), CoWoS/2.5D packaging, and capacity scaling from N3 to N2 nodes [5] Demand Dynamics - AI compute demand is a dominant force, with NVIDIA reporting Q3 FY26 revenue of $57 billion, of which $51.2 billion came from its Data Center unit, marking a 66% year-over-year increase [3] - TSMC has raised its 2025 capital expenditure guidance to $40–$42 billion, focusing on investments in N3/N2 nodes and advanced packaging, although AI demand for advanced-node capacity currently exceeds supply by a ratio of 3-1 [3] Supply Constraints - Memory and packaging are identified as the most constrained layers in the semiconductor stack, with High Bandwidth Memory (HBM) becoming critical for AI workloads; SK hynix is projected to hold a ~65% market share in HBM through 2026, with sold-out supply windows reported [4] - Micron Technology is investing $9.6 billion in a new HBM facility in Japan to expand its capacity [4] Company Highlights - Advanced Micro Devices, Inc. (NASDAQ:AMD) has shown a revenue growth of 31.83% year-over-year and a 3-year revenue growth of 11.95%, with a strong analyst consensus rating of Buy or equivalent from over 80% of analysts [9][10] - AMD's recent advancements include the training of ZAYA1, a large-scale Mixture-of-Experts foundation model on its Instinct MI300X GPUs, which outperformed several benchmarks against competitors [11][12] - MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) reported a revenue growth of 32.58% year-over-year and a 3-year revenue growth of 12.73%, with strong demand in data centers driving its performance [14][16] - MACOM's Q4 FY25 revenue reached approximately $261.2 million, with a full-year revenue of $967.3 million, reflecting a 32.6% year-over-year increase [16]