Valued at a market cap of $220.6 billion, Seagate Technology Holdings plc (STX) is a pioneer in mass-capacity data storage, delivering advanced solutions that help hyperscale cloud providers, enterprises, and consumers unlock the full value of their data. With more than 45 years of innovation, Seagate continues to drive sustainable, high-performance storage solutions that support digital transformation and growth at scale.
Shares of the electronic storage maker have significantly outpaced the broader market over the past 52 weeks. STX stock has climbed 539.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.6%. Moreover, shares of the company have surged 258.7% on a YTD basis, compared to SPX's 13.6% gain.
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#seagate #shares #valued

Cramer predicts Micron (MU) can double again, citing AI-driven demand and roughly $100 billion in minimum-price contracts as evidence of disciplined supply.
SanDisk (SNDK) has surged 653% year to date as memory makers collectively channel $25 billion in buybacks rather than funding new production capacity.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Jim Cramer used his Monday CNBC segment to make an aggressive call on the year's most explosive corner of the market: memory and storage. "Sometimes the opportunity is too great and you can't afford not to take it." He paired that framing with a specific prediction on Micron Technology (NASDAQ:MU): "I think Micron can double again before the boom comes to an end, ***** uming there's no data center slowdown." That conditional matters.
Cramer's timing view is that the group has more room to run. "While I acknowledge that I am not early, I do not think I am late." The Monday close explains the hesitation. SanDisk (NASDAQ:SNDK) finished at $1,786.85, up 8.88% Monday, up 652.74% year to date, and up 44.34% over the past week. Seagate Technology (NASDAQ:STX) closed at $994.79, up 2.19% Monday, up 262.15% year to date, and up 24.20% over the past week. Micron closed at $1,011.75, up 4.13% Monday, up 254.71% year to date, and up 17.51% over the past week. Western Digital (NASDAQ:WDC) closed at $536.01, up 5.35% Monday, up 211.39% year to date, and up 22.28% over the past week.

#NASDAQ #past

Dow Jones futures fell slightly early Monday, while S&P 500 futures and Nasdaq futures rose modestly. Walmart, Target and Ross Stores headline a big week of retail earnings. Viking Holdings and Alibaba (BABA) also are on tap.
The stock market rally can't quite decide if it's ready to rev up again. The S&P 500 hit a new high Thursday. But a Friday pullback brought the S&P 500 and Nasdaq back to their recent tight ranges.
Sandisk stock led a memory rebound this past week, with Seagate Technology (STX) and SK Hynix (SKHY) flashing buy signals. Memory stocks were rallying again early Monday, with Sandisk (SNDK) eyeing a move above key resistance.
Nvidia (NVDA) is hovering just above an early entry, while Astronics (ATRO), Oscar Health (OSCR) and Avnet (AVT) are in buy zones.
Overall, buying opportunities are relatively scarce right now.

#week #Stock #above

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Seagate Technology Holdings plc (NASDAQ:STX) as a notable performance contributor. Seagate Technology Holdings plc (NASDAQ:STX) engages in the provision of data storage technology and infrastructure solutions in Singapore and internationally. On August 7, 2026, Seagate Technology Holdings plc (NASDAQ:STX) closed at $812.76 per share. One-month return of Seagate Technology Holdings plc (NASDAQ:STX) was -5.57% and its shares gained 435.80% over the past 52 weeks. Seagate Technology Holdings plc (NASDAQ:STX) has a market capitalization of $184.21 billion with a 52-week trading range between $144.75 and $1,145.00.
Sands Capital Technology Innovators Fund stated the following regarding Seagate Technology Holdings plc (NASDAQ:STX) in its Q2 2026 investor letter:
"Seagate Technology Holdings plc (NASDAQ:STX) is a global leader in mass-capacity data storage. Shares advanced as improving supply demand conditions continued to support stronger pricing expectations for hard disk drives. The company reported strong first-quarter results, with revenue rising 44 percent year over year and non-GAAP gross margin reaching a record 47 percent. Demand for storage capacity is improving as AI-related workloads require greater data retention and retrieval, while industry supply remains constrained. Management now expects pricing to grow at a multiyear mid-teens rate, following 12 percent yearover-year pricing growth in the quarter. We believe this combination of rising demand, limited supply response, and improving pricing discipline will support durable e

SanDisk's datacenter revenue surged 645% and Micron's jumped 346% YoY, helping to fuel today's 8% and 6% rallies after both stocks fell sharply last month.
RBC Capital initiated SK Hynix at Outperform with a $200 target as Seagate posted record fiscal 2026 free cash flow of $3.1 billion.
SanDisk and SK Hynix unveiled the first High Bandwidth Flash industry standard, a blueprint that could expand the AI memory addressable market across chip vendors.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Memory and storage stocks are surging Tuesday morning, with SanDisk (NASDAQ:SNDK) leading a broad rebound across the group. SanDisk stock is up 8% to $1,393. Micron Technology shares are up 6% to $880, and SK Hynix (NASDAQ:SKHY) shares are climbing 4% to $148.

#stocks #micron #NASDAQ

During the July 21 episode of CNBC's Mad Money, host Jim Cramer addressed viewer complaints about managing technology allocations as memory and storage stocks experience short-term price surges. Cramer defended his commitment to mega-cap tech leaders, noting that short-term performance gaps do not change the long-term dominance of primary platform owners. Acknowledging recent market movements, Cramer noted:
I certainly don't rebel at owning tech. Hey, my Charitable Trust's largest positions are Apple and NVIDIA, for heaven's sake. Sure, these haven't kept up with Sandisk or Western Digital lately, but they are unique, excellent companies that are making fortunes.
For investors looking for direct, targeted exposure to individual hardware components within the artificial intelligence infrastructure buildout, Cramer outlined a clear breakdown of his preferred market leaders across each category:
So here's my advice: If you want to go own a memory chip maker, I like Micron. If you want GPUs, to me, that's AMD or NVIDIA. If you want CPUs, that's Intel. Racks, call Dell. Optics, make it Corning.
Cramer's framework breaks down the artificial intelligence infrastructure stack into distinct, specialized categories rather than treating the semiconductor sector as a single, uniform trade. At the memory layer, Micron Technology, Inc. (NASDAQ:MU) serves as his primary pick for high-speed DRAM and High Bandwidth Memory modules that feed real-time data into complex AI processors. Storage-focused peers like Western Digital Corporation (NASDAQ:WDC), Sandisk Corporation (NASDAQ:SNDK), and Seagate Technology Holdings plc (NASDAQ:STX) complement the ecosystem by providing the flash storage and mass-capacity hard drives required for secondary data retention, but they operate outside the high-margin primary compute memory layer where Micron Technology, Inc. (NASDAQ:MU) maintains a core competitive advantage.

#cramer #technology #micron

Palantir Technologies (PLTR) will announce its second-quarter earnings on Aug. 3. Notably, Q2 could again be a solid quarter, marking accelerating revenue growth and expanding margins.
Despite consistently posting impressive financial results, Palantir's stock has struggled in 2026. Shares are down about 32% year-to-date (YTD) and have fallen more than 41% from their 52-week high, even as the company's underlying business continues to strengthen.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
Earnings, PMI and Other Key Things to Watch this Week
Seagate Rallies on Strong Q4 Results and Guidance. What Does This Mean for STX Stock Here.

#week

Shares of data-storage company Seagate Technology (STX) moved higher following the company's better-than-expected fourth-quarter results reported on July 28. Revenue and earnings came in above consensus estimates, while Seagate also delivered on guidance.
Will the solid Q4 print add to STX stock's already-searing rally so far this year? Or are there any signs of derailment? Let's take a closer look.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
Palantir Is Set to Deliver Strong Q2. **** ysts See 60% Upside Potential for PLTR Stock.
Earnings, PMI and Other Key Things to Watch this Week

#earnings #july #coreweave #scored

Neocloud provider CoreWeave (CRWV) saw its stock rise by 21.5% intraday on July 30 as the company announced a partnership with Leidos Holdings (LDOS) to provide artificial intelligence (AI) cloud services to United Stated federal agencies, so that they can deploy and operate AI at mission scale. This extends CoreWeave's reach into addressing U.S. Intelligence Community (IC) and Department of Defense's (DoD) unique requirements.
This also diversifies CoreWeave's customer base, as government contracts bring stability and are spread across a broad number of agencies, which is important for a company that relies on its top customers for a major portion of its revenue.
Palantir Is Set to Deliver Strong Q2. **** ysts See 60% Upside Potential for PLTR Stock.
Earnings, PMI and Other Key Things to Watch this Week
Seagate Rallies on Strong Q4 Results and Guidance. What Does This Mean for STX Stock Here.

#leidos

September S&P 500 E-Mini futures (ESU26) are up +0.24%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.32% this morning as a selloff in chipmakers abated, while investors awaited earnings from two of the world's largest AI spenders and the Federal Reserve's interest rate decision.
Chip and AI infrastructure stocks edged higher in pre-market trading, stabilizing after days of selling. Providing some relief was data storage company Seagate Technology Holdings (STX), which climbed over +5% in pre-market trading after posting blowout FQ4 results and issuing FQ1 guidance that smashed Wall Street's estimates. Also, SK Hynix executives said on the earnings call that strong memory-chip demand could persist for years, although shares of the memory chip giant tumbled more than -9% in Seoul as its 13-fold surge in quarterly net profit failed to impress investors.
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#earnings #futures #selloff #investors

Seagate is due to report earnings after the closing bell Tuesday, with options pricing suggesting traders see its stock swinging as much as 12% in either direction by the end of the week.
The stock has slipped off its highs in recent weeks amid a broader pullback in the AI trade.
Seagate is slated to report earnings after the closing bell Tuesday, and traders are anticipating a big move from the hard drive maker's stock following the results.
Based on recent options pricing, traders expect Seagate (STX) shares could swing as much as 12% in either direction by the end of the week. A move of that size from the stock's level midday trading Monday could see the shares rebound above $900, where they were earlier this month, or drag them down to around $720.
The shares have tripled in value since the start of the year, though they've slipped roughly 30% from their highs last month amid a broader pullback in the AI trade in recent weeks.

#shares #tuesday #closing

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday's episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated:
Some of you have complained to me that I've kept you out of Sandisk, which is up 570% year-to-date, Micron up 240%, Seagate up 224%, Dell up 221%, and Western Digital up 218%. I don't know how that's possible. I've liked Micron for ages, and if you asked Michael Dell who's the most positive person in the media toward his amazing company, I bet he'd say Jim Cramer. So I'm not anti-tech, but I do like diversification. We've had some sickening days of late where all these stocks that I just mentioned got clobbered.
Cramer has been a strong proponent of Dell Technologies Inc.'s (NYSE:DELL) stock for a while now. In fact, Cramer showed regret around missing opportunities in the stock over several episodes of Mad Money. He repeated the sentiment during the July 1 episode, as he stated:
Oh, then there's two that I'm really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the Trust had made a lot of money in this one, and we took the big profit, but I said, don't worry about it, I'll get right back in after another run. But the pullback never came, so I missed it.
Dell? I put Dell in the Trust bullpen, saying it should be bought on any dip, but it never dipped. This stock just exploded higher without me. I missed one of the greatest stories ever told, and I'm a four-decade supporter of Michael Dell. What do all these missed winners have in common? I was too skeptical. I was… too wary. I failed to consider where they could go and instead focused on where they had come from.

#cramer #technologies #NYSE

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday's episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated:
Some of you have complained to me that I've kept you out of Sandisk, which is up 570% year-to-date, Micron up 240%, Seagate up 224%, Dell up 221%, and Western Digital up 218%. I don't know how that's possible. I've liked Micron for ages, and if you asked Michael Dell who's the most positive person in the media toward his amazing company, I bet he'd say Jim Cramer. So I'm not anti-tech, but I do like diversification. We've had some sickening days of late where all these stocks that I just mentioned got clobbered.
Cramer has been a strong proponent of Dell Technologies Inc.'s (NYSE:DELL) stock for a while now. In fact, Cramer showed regret around missing opportunities in the stock over several episodes of Mad Money. He repeated the sentiment during the July 1 episode, as he stated:
Oh, then there's two that I'm really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the Trust had made a lot of money in this one, and we took the big profit, but I said, don't worry about it, I'll get right back in after another run. But the pullback never came, so I missed it.
Dell? I put Dell in the Trust bullpen, saying it should be bought on any dip, but it never dipped. This stock just exploded higher without me. I missed one of the greatest stories ever told, and I'm a four-decade supporter of Michael Dell. What do all these missed winners have in common? I was too skeptical. I was… too wary. I failed to consider where they could go and instead focused on where they had come from.

#money #NYSE #micron

I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts.
That performance is after Sandisk, Dell, and Micron. But on Friday, July 17, Jim Cramer posted on X (formerly Twitter) something you should pay attention to, and it was not a buy call.
Comeback in Seagate is impressive, even as I think it might be an excellent opportunity to trim if you don't have much cash on hand.
Seagate Technology (STX) closed the week at $787.66, up 5.66% on the session, according to Yahoo Finance. The stock is up 186.72% year-to-date and 441.28% over the past year. You may think those are typos, but they're not. The three-year return stands at 1,285.43%.
Cramer is not calling this a sell. No. He is calling it a trim, and the distinction matters.

#year #impressive

I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts.
That performance is after Sandisk, Dell, and Micron. But on Friday, July 17, Jim Cramer posted on X (formerly Twitter) something you should pay attention to, and it was not a buy call.
Comeback in Seagate is impressive, even as I think it might be an excellent opportunity to trim if you don't have much cash on hand.
Seagate Technology (STX) closed the week at $787.66, up 5.66% on the session, according to Yahoo Finance. The stock is up 186.72% year-to-date and 441.28% over the past year. You may think those are typos, but they're not. The three-year return stands at 1,285.43%.
Cramer is not calling this a sell. No. He is calling it a trim, and the distinction matters.

#impressive #think #trim

Dow Jones futures edged higher early Thursday, while S&P 500 futures and Nasdaq futures fell amid continued weakness in chips and AI hardware. Nvidia chipmaker Taiwan Semiconductor, GE Aerospace, UnitedHealth, J.B. Hunt Transport Services and United Airlines were big earnings movers before the open.
The stock market rally saw modest rises for the major indexes Wednesday, as strong gains in Apple (AAPL), Google-parent Alphabet (GOOGL) and other megacap techs helped mask a bad day for chips and AI hardware.
Dell Technologies (DELL) sold off Wednesday, along with memory plays Sandisk (SNDK), Micron Technology (MU), SK Hynix (SKHY), Western Digital (WDC) and Seagate Technology (STX). Those names and other AI plays saw further losses early Thursday.
SpaceX (SPCX) briefly fell below its $135 IPO price for the first time.
Micron and ASML are on the IBD 50. Dell stock is on the IBD Big Cap 20. Micron stock is on IBD Sector Leaders. SK Hynix stock is on IPO Leaders. Taiwan Semiconductor Manufacturing (TSM) and Google stock are on the IBD Long-Term Leaders watchlist.

At midday, the Nasdaq Composite (NASDAQINDEX:^IXIC) slipped 1.06% to 26,002.95, and the S&P 500 (SNPINDEX:^GSPC) fell 0.49% to 7,538.37 as growth sectors faltered, while the Dow Jones Industrial Average (DJINDICES:^DJI) declined 0.26% to 52,501.95.
Gold prices dropped 1.78% to $4,015.70 as of midday, and the 10-Year Treasury yield rose 0.03% to 4.60%. Consumer defensive stocks gained 1.03% while healthcare stocks dropped 1.08%.
Memory stocks dipped this morning after SK Hynix stocks plunged in South Korea. Last week, the chipmaker soared after its debut on U.S. exchanges, but today, investors sold off following a brokerage report suggesting it may not meet its quarterly profit estimates. The jitters dragged on peers, including Micron Technology, Seagate Technology, and Sandisk. Biogen gained following a Truist upgrade citing optimism for the company's Alzheimer's pipeline.
The prospect of further disruptions to oil supplies and increased hostilities in the Middle East weighed on stocks this morning. WTI crude surged 4.6% to almost $75 a barrel amid reports of renewed clashes between the U.S. and Iran, and potential restrictions on transit through the Strait of Hormuz.
Airline stocks, which had begun to recover on hopes of a full peace deal, dropped, and investors shifted again to defensive stocks. The worry is that elevated energy prices could fuel higher inflation, which could cause the Federal Reserve to raise interest rates and reduce risk appetite. All eyes will be on major banks this week as they kick off the second-quarter earnings season for clues about the resilience of consumers' financials and the economy.

Sandisk Corporation (NASDAQ:SNDK) was among Jim Cramer's stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted how the company's rally got triggered. He remarked:
Now, today was one of those days where the complex of Micron, Seagate, Lumentum, Corning, Western Digital, and Sandisk all took off, and they're all at the top of the S&P 500 leaderboard. These are all companies that make products where there's intense demand right now, mostly from the data center, and there's not enough supply.
This rally got triggered by an **** yst who raised his price target for Sandisk from $1,200 to $2,000. Where was that guy? Was he like hiking in the Andes for a while? I don't know. Come on, wake up. There was a clarion call that there are plenty of price increases still to come for their data storage products. When traders see that, they do three things, okay? They do three things. We're going to get them in the order that they do them. First thing they do, okay, well, they buy the stocks I just mentioned.
Photo by Yiorgos Ntrahas on Unsplash
Sandisk Corporation (NASDAQ:SNDK) sells NAND flash-based storage solutions, including solid-state drives, embedded storage, removable cards, and USB drives.

Financial services major Wells Fargo has upgraded the shares of hard disk drive (HDD) maker Seagate (STX) to "Overweight," citing strong demand and average selling price accretion in the coming times. Notably, the price target of $1,100 implies a potential upside of 27% from current levels.
Along with continued visibility in demand, strong free cash flow generation was another tailwind that the broker reckons is working in favor of the company.
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Seagate Technology Holdings plc (NASDAQ:STX) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 151%. On July 1, Bank of America ***** yst Wamsi Mohan reiterated a Buy rating and raised his price target to $1,150 from $1,000. Mohan's thesis pointed to improving fundamentals, sustained cloud demand and greater discipline in adding hard-drive capacity. He also highlighted build-to-order contracts that support measured price increases, along with the transition to higher-capacity heat-assisted magnetic recording drives.
Carol Gauthier/Shutterstock.com
Those factors could improve revenue visibility, margins, and free cash flow if customer demand remains firm. The AI link is primarily storage economics: training and inference create large datasets that cloud operators must retain at scale, where high-capacity hard drives remain cost-effective. The principal risk is cyclical. Strong pricing can encourage future supply, while customers can pause purchases after capacity additions. The current ***** yst case rests on disciplined industry behavior and a durable data-center demand cycle, not demand alone.
Seagate Technology Holdings plc (NASDAQ:STX) develops mass-capacity data-storage products and systems, including hard disk drives and enterprise storage used by cloud, edge, consumer, and AI data-center customers.
While we acknowledge the risk and potential of STX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than STX and that has 10,000% upside potential, check out our report about the cheapest AI stock.

Samsung's record $58B operating profit sparked profit-taking that sent Micron and SanDisk each down 7%, despite their 245% and 635% YTD runs.
Seagate fell 5% and the Roundhill Memory ETF dropped 6%, confirming that the Samsung-driven selloff swept the entire memory and storage sector.
UBS and Bank of America frame the pullback as a healthy reset, with Micron's $50B Q4 guide and an HBM bottleneck through 2027 keeping the bull case intact.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday's rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537.

Lam Research Corporation (NASDAQ:LRCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer mentioned the stock during the episode and said:
Oh, how about the semiconductor capital equipment makers? Oh, did I ever know them well. I've been adamant that these companies own a huge amount of intellectual property. They're the answers to the production needs of the Microns, the Seagates of the world, but did the Trust buy Applied Materials? Did it pick up some Lam Research? Did it even scrutinize KLA, all of which were on the show? No. I kept waiting and waiting for a break in their stocks, a break that never came. I whiffed.
Photo by Yiorgos Ntrahas on Unsplash
Lam Research Corporation (NASDAQ:LRCX) develops equipment for depositing, etching, and cleaning semiconductor materials. It includes systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning. When a caller inquired about the stock during the March 20 episode, Cramer replied:
Oh yeah, yeah, yeah, yeah. I agree. Lam is the winner of what happened in Micron. People didn't seem to notice. You buy, if you had to buy 100 shares, you buy 50 on Monday, okay? And then you wait, down 10%, and you buy another 50. You've got a winner in Lam Research.

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer highlighted the company as a "secular growth story." He stated:
What should I have recommended? Well, how about 10 stocks that were easily in my grasp that I owe to you to tell you why I got them wrong. Why I didn't say buy these stocks that turned out to be huge winners, because I knew them well, and I should have done so. First is Micron with the CEO, Sanjay Mehrotra, who was on the show last night. Oh, I could have caught Micron for you, as I believe in the data center-induced memory shortage, but I was caught up in the history of this group. I was concerned that Micron could have one of those cyclical downturns like it always seemed to have whenever the memory and storage makers ramp up the production.
That was textbook wrong. Micron's become a secular growth story, not a cyclical story. The chip shortage is so severe because of the data center memory demand. This company's been able to lock in excellent pricing for multiple years to come. It had never happened before.
So Micron was gettable, and the same goes for Seagate, Sandisk, Western Digital, which are all in the same business. But let's do some serious, if not extreme, multi-year self-flagellation. As a hedge fund manager, I once owned 4.9% of Western Digital, and then it blew up in my face because, again, until very recently, this was a textbook boom and bust business. I knew the perils of owning it, and I let that history color my judgment, colored incorrectly.
Stock market data. Photo by Burak The Weekender on Pexels

Sandisk Corporation (NASDAQ:SNDK) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer mentioned the stock during the episode, as he remarked:
Alright, now let's talk about the winners… The winners for the quarter, the biggest gainers are the exact opposite of the Mag Seven. They make products that are in short supply with demand that's off the charts. The two biggest winners in tech for the second quarter, a pair of memory companies, Sandisk and Micron… Last week, they (Micron) reported one of the biggest beat-and-raise quarters I've ever seen. Memory price has gone through the roof. Sandisk has done well, too. Both stocks have more than tripled in the last three months.
Sandisk Corporation (NASDAQ:SNDK) sells NAND flash-based storage solutions, including solid-state drives, embedded storage, removable cards, and USB drives. Cramer mentioned the stock during the May 27 episode, and said:
Look, there's just too much opportunity out there to hold on to stocks that refuse to budge. So the lesson here is that if you think a stock's headed higher, don't use where the stock has come from as an excuse not to buy. Notice, I'm not even including the wow ones: Micron, Western Digital, Seagate, Sandisk. I'm not talking about those. I'm talking about the more easily attainable. Those ones are just incredible. Obviously, I missed those. People have made billions in those stocks.
While we acknowledge the risk and potential of SNDK as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SNDK and that has 10,000% upside potential, check out our report about this cheapest AI stock.

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer highlighted the company as a "secular growth story." He stated:
What should I have recommended? Well, how about 10 stocks that were easily in my grasp that I owe to you to tell you why I got them wrong. Why I didn't say buy these stocks that turned out to be huge winners, because I knew them well, and I should have done so. First is Micron with the CEO, Sanjay Mehrotra, who was on the show last night. Oh, I could have caught Micron for you, as I believe in the data center-induced memory shortage, but I was caught up in the history of this group. I was concerned that Micron could have one of those cyclical downturns like it always seemed to have whenever the memory and storage makers ramp up the production.
That was textbook wrong. Micron's become a secular growth story, not a cyclical story. The chip shortage is so severe because of the data center memory demand. This company's been able to lock in excellent pricing for multiple years to come. It had never happened before.
So Micron was gettable, and the same goes for Seagate, Sandisk, Western Digital, which are all in the same business. But let's do some serious, if not extreme, multi-year self-flagellation. As a hedge fund manager, I once owned 4.9% of Western Digital, and then it blew up in my face because, again, until very recently, this was a textbook boom and bust business. I knew the perils of owning it, and I let that history color my judgment, colored incorrectly.
Stock market data. Photo by Burak The Weekender on Pexels

Lam Research Corporation (NASDAQ:LRCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer mentioned the stock during the episode and said:
Oh, how about the semiconductor capital equipment makers? Oh, did I ever know them well. I've been adamant that these companies own a huge amount of intellectual property. They're the answers to the production needs of the Microns, the Seagates of the world, but did the Trust buy Applied Materials? Did it pick up some Lam Research? Did it even scrutinize KLA, all of which were on the show? No. I kept waiting and waiting for a break in their stocks, a break that never came. I whiffed.
Photo by Yiorgos Ntrahas on Unsplash
Lam Research Corporation (NASDAQ:LRCX) develops equipment for depositing, etching, and cleaning semiconductor materials. It includes systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning. When a caller inquired about the stock during the March 20 episode, Cramer replied:
Oh yeah, yeah, yeah, yeah. I agree. Lam is the winner of what happened in Micron. People didn't seem to notice. You buy, if you had to buy 100 shares, you buy 50 on Monday, okay? And then you wait, down 10%, and you buy another 50. You've got a winner in Lam Research.

Over the last 24 hours, SanDisk shares sank 14.13%, Seagate dropped 10.38%, and Micron fell 5.49% as investors priced in a looming memory supply glut.
The three names have now lost 19.59%, 17.54%, and 14.36% over the past five sessions, respectively. That drop erases a chunk of 2026's extraordinary rally.
Morningstar's director of research, Lorraine Tan, told Bloomberg TV that AI-linked stocks could fall 20% to 30% before becoming buyable again. She pointed to new supply coming from Samsung and SK Hynix and a potential plateau in AI capital spending.
Traders have turned that warning into this week's working thesis. They are now questioning whether the pricing power behind the sector's margin expansion can survive once fresh capacity lands.
A separate catalyst sharpened that realization. It was announced that Meta Platforms is building a cloud service to sell its own excess AI computing power. Investors took the plan as evidence that hyperscaler capex, and the chip demand tied to it, may be nearing a ceiling.

While artificial intelligence stocks had a whipsaw June, they've had a stellar 2026 so far. Memory giants Sandisk (SNDK), Micron Technology (MU), Western Digital (WDC) and Seagate Technology (STX) have more than tripled this year, along with fellow S&P 500 components Intel (INTC), Marvell Technology (MRVL) and Dell Technologies (DELL). All are AI stocks.
Indeed, some 22 S&P 500 stocks have doubled through June 30. All but one, Moderna (MRNA), is an AI play. Of the seven standouts, Intel and Marvell are arguably actionable. Dell and Western Digital stock are close to entries.
Even given that memory plays are leading a hot AI rally, Sandisk stock's performance is stunning, with a massive 857.8% gain through 2026. But that looks positively mild compared to Sandisk earnings growth of 644% and 7,903% in the last two quarters, with 11,500% seen for the just-ended June quarter.
Since hitting a record 2,354.39 on June 22, SNDK stock has whipsawed up and down, but continued to hold the 21-day line.
Micron stock has quadrupled this year, up 304.4%. Earnings have exploded 682% and 1,215% in the past two quarters, with the memory-chip giant last week guiding sharply higher.

After a brutal June selloff in many of the market's biggest tech and artificial intelligence (AI) stocks, investors have started looking beyond the usual mega-cap names. With most of Big Tech trading in the red amid profit-taking and valuation concerns, the companies supplying the AI ecosystem have quietly continued to outperform.
One of these names is Jabil (JBL), a manufacturing and AI infrastructure specialist. JBL stock has soared 68% year-to-date (YTD) and 66% in the past six months alone, fueled by explosive demand for AI servers, networking equipment, and data-center infrastructure. The company reported a strong third quarter, and now investors are evaluating whether this under-the-radar AI stock still has room to run.
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Comcast (CMCSA) opened Monday's trading up nearly 17% on news that the company would spin off its NBCUniversal and Sky media and entertainment businesses, keeping the cable, wireless, and broadband businesses, along with up to a 19.9% stake in the spinoff.
That's welcome news to long-suffering Comcast shareholders. The company has faced a conglomerate discount for years because of the perceived lack of synergy between the two businesses. Certainly, the nasty divorce between Time Warner and AT&T (T) is but one example of disparate tie-ups gone wrong.
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