SNDK

Leopold Aschenbrenner’s Situational Awareness fund disclosed an extraordinary concentration in AI infrastructure by June 30, according to a Form 13F filed on August 14. Then,it reportedly sold its public-equity portfolio to Citadel after severe July losses and margin pressure. Axios attributed the sale to an unnamed source. Its Q2 Form 13F showed approximately 2.5 million […]

A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.

Sandisk has been crushing the S&P 500, and recent news from peer memory maker Samsung could extend its rally.

Dell's Q2 fiscal 2027 results beat estimates as AI server demand surges, ISG revenues hit a record and management raises its full-year outlook.

NVIDIA, Micron, and SanDisk are dominating the AI trade in 2026, but each stock tells a completely different story about what it takes to beat Wall Street's targets over the next 12 months.

Lam Research stock has surged impressively this year, and a closer look at the memory market's prospects suggests that it isn't done soaring yet.

Micron Technology, Inc. posted extraordinary Q3 2026 results, yet shares declined 8% post-earnings. Read more on MU stock here.

Outpacing the Nasdaq Composite over the past 12 months, Sandisk continues to receive a highly bullish outlook from Wall Street analysts, reflecting confidence in the company’s long-term prospects.