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SanDisk Surges After Blockbuster Quarter and $93.9 Billion Customer Contracts

Management’s FY2028–FY2030 financial model backed by multi‑year NBMs has persuaded analysts to raise targets and reprice the stock.

Nvidia Caps Guarantee at $105 Billion and Invests $1.5 Billion in Ohio AI Campus

SanDisk Lays Out Bullish Three‑Year Model, Sends Stock Higher

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

AI Memory Boom Confronts China‑Fueled Market Rethink for SanDisk and Micron

Micron Repriced by AI Memory Demand as Stock Pulls Back From June Highs

SanDisk Draws Wall Street Frenzy While Retail Traders Stay Quiet

Sandisk Pulls Back After Massive Rally as Investors Eye August Earnings

Samsung Starts Mass Production of PM1763 PCIe 6.0 SSD for Nvidia’s Vera Rubin

Bain Capital Completes Sale of Kioxia Stake

Kioxia Begins Mass Production of 332‑Layer Flash at Kitakami

SanDisk Rally Draws Citi $2,500 Target and Sharp Volatility

SanDisk Rockets on AI-Driven NAND Shortage as Buyers Lock In Multiyear Deals

Chinese DRAM and NAND Win First Major Slots in PCs and Modules

SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Record NAND Revenues Surge as AI Datacenters Squeeze the Global PC Market

Samsung Reports Prototype 900‑Layer V‑NAND Chip

Huawei Unveils 122.88TB SSD Using Die-on-Board Packaging

Citi Lifts SanDisk Target to $2,025 on AI-Fueled NAND Tightness

Micron’s AI Memory Surge Pushes Market Value Near $900 Billion