What to KnowSandisk (SNDK) rose 8.9% on August 17, extending a multi-day rally as other memory and storage stocks also moved higher.Elon Musk replied “Few realize this” to Peter Diamandis’ argument that memory, rather than compute, could become the rate limiter of the agentic AI era.Musk did not specifically mention Sandisk or NAND, but the exchange strengthened an existing market narrative around AI memory and storage demand.Sandisk’s own catalysts remain more important: AI data-center growth,
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Sandisk expects mid-to-high-teens revenue growth from FY2028 through FY2030, broadly aligned with bit growth.Management targets approximately 80% non-GAAP gross margin, 75% operating margin and 50% adjusted free cash flow margin.Eight multiyear New Business Model agreements already cover around 50% of expected FY2027 bits and roughly two-thirds of FY2028 bits.Sandisk expects the enterprise data center flash market to reach 1.2 zettabytes by 2030 as AI inference increases storage intensity.HBF, Q
Sandisk stock rose 13.7% on August 13 following its 2026 Investor Day.Sandisk expects mid-to-high-teens revenue growth from FY2028 through FY2030, with non-GAAP gross margins around 80%.AI inference, enterprise flash demand and multiyear customer agreements are becoming more important to the SNDK investment story.The outlook lifted sentiment across memory and storage stocks, suggesting investors are increasingly looking beyond the current NAND pricing cycle.Why Did Sandisk Stock Jump 13.7%?Sandi
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Key TakeawaysLumentum Q4 FY2026 revenue rose 109% YoY to $1.01B, while non-GAAP operating margin reached 36.6%.Q1 FY2027 revenue guidance of $1.225B–$1.275B suggests AI optical demand is still accelerating.Management highlighted 1.6T transceivers, NPO, CPO lasers and ELS modules as emerging growth drivers.The bigger AI infrastructure story is shifting from GPUs alone toward networking, optics, power efficiency and in-rack connectivity.Lumentum's latest earnings provide another piece of evidence
Key TakeawaysCoreWeave Q2 revenue rose 112% YoY to $2.58B, while revenue backlog reached about $104B.Nebius revenue jumped 454% YoY to $582.3M, with customer commitments exceeding $40B.Both companies are rapidly expanding GPU and power capacity, suggesting AI compute demand is still running ahead of available supply.The next test for NeoCloud stocks is whether backlog and commitments can convert into revenue, margins and cash flow.CoreWeave and Nebius have delivered one of the clearest recent si
Super Micro Computer reported fiscal Q4 2026 earnings on August 11, delivering a sharp improvement in profitability even as revenue came in below Wall Street expectations.Quarterly net sales reached $11.1 billion, nearly double the $5.8 billion reported a year earlier. Gross margin jumped to 17.5%, while non-GAAP earnings reached $1.70 per diluted share.The bigger number came from the outlook. Supermicro expects fiscal 2027 revenue of $65 billion to $72 billion as demand for AI servers and data
CoreWeave reported stronger-than-expected second-quarter 2026 results on August 11, with revenue more than doubling from a year earlier as demand for AI cloud infrastructure continued to rise.Q2 revenue reached $2.575 billion, up 112% year over year. Revenue backlog climbed to approximately $104 billion, while CoreWeave said more than $25 billion of additional net new customer commitments were added in the first weeks of Q3.The results highlight the scale of AI infrastructure spending, but they
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Intel stock came under pressure after the chipmaker announced a major new share sale. Intel initially proposed a $15 billion common stock offering on August 10, but later increased the deal to $20 billion, pricing approximately 210.5 million new shares at $95 each. According to Intel’s official offering announcement, the transaction is expected to close on August 12, 2026.Intel shares fell 4.1% on August 10 after the original announcement, according to Reuters. The immediate concern is dilution:
