Sandisk Corporation - Common Stock When-Issued (SNDK)

The memory maker's new three-year targets look like a peak quarter made permanent -- and $93.9 billion of revenue is already under contract.

Sandisk's recent investor day conference was a hit with analysts.

Sandisk's gross margins hit 85% on fixed-price contracts and AI-driven demand, prompting an Argus upgrade, even as bears question if price-led gains can last.

Memory has emerged as the newest bottleneck in the AI semiconductor value chain.

Nvidia and Micron are making a ton of money from the AI build-out.

This has been one of the most volatile stocks in 2026.

Micron and Sandisk are primed to skyrocket.

Why are memory chip stocks soaring while Cisco sinks? Both moves trace back to the same shortage, just from opposite ends of the supply chain.

Sandisk has $35 billion burning a hole in its pocket. How will Sandisk spend it?

Sandisk (Nasdaq: SNDK) today highlighted its long-term growth strategy and sustainable long-term financial model at its 2026 Investor Day, Sandisk In Focus. At the event, Sandisk outlined key areas of product and technology innovation and developments in its business model. A replay of the presentation will be available on Sandisk’s Investor Relations website.

The market is worried about what's happening next. Should you be, too?

External factors have been weighing on Sandisk stock lately, but the memory specialist can still step on the gas.

Datacenter revenue surged 103% sequentially as $93.9B in long-term agreements secure AI demand.

The memory maker's revenues continue to skyrocket thanks to a worldwide shortage that has catapulted memory prices higher.

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.

Sandisk just gave investors nine good reasons to buy its very cheap stock.