#sandisk

AI memory shortage: what it means for MU, SKHY and SNDK (aistockwire.com)

Memory is the bottleneck for AI, and the shortage is real #SKHynix #Micron #Sandisk $SKHY $MU $SNDK

S&P 500 hits record close 7,798.99 (+0.65%) on soft July PPI data easing Fed rate-hike bets. Nasdaq +0.81%. Memory leader Sandisk (SNDK) surges ~13.7% on bullish investor-day outlook; Micron, Western Digital also strong. Tech & semis power gains.

Why Sandisk Stock Keeps Falling and Whether It Is Worth Buying Now (fool.com)

Sandisk stock has fallen 46% since late June, despite strong revenue growth driven by AI demand for NAND flash memory. The company's valuation appears attractive, but the volatile memory market presents risks.