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NASDAQ:WDC 3 January 2026 - 8 January 2026

Sandisk stock rockets as Nvidia’s CES message revives the AI storage trade

Sandisk stock rockets as Nvidia’s CES message revives the AI storage trade

Sandisk surged 27.6% to $349.63 on Tuesday, leading a rally in U.S. memory stocks after CES comments spotlighted storage as a bottleneck for AI. NAND flash prices have doubled since July, with suppliers sold out through 2026. Sandisk has gained two points of NAND market share in the past year. Investors await its Jan. 29 earnings for updates on SSD pricing and strategy.
Semiconductor stocks today: Nvidia holds up premarket as SanDisk, Micron cool after CES spike

Semiconductor stocks today: Nvidia holds up premarket as SanDisk, Micron cool after CES spike

Nvidia rose 0.3% in premarket trading Wednesday, while SanDisk and Micron slipped after Tuesday’s surge. The PHLX semiconductor index hit a record high, up 2.75% on the day. Nasdaq 100 futures fell 0.22% ahead of key labor data. Samsung is expected to report a 160% jump in Q4 operating profit Thursday.
S&P 500 2026 Forecast: 7,490 Target Meets a Data Test as Earnings Season Nears

S&P 500 2026 Forecast: 7,490 Target Meets a Data Test as Earnings Season Nears

The S&P 500 closed at 6,944.82, up 0.62%, while the Dow hit a record. SanDisk surged over 27% and Western Digital gained 17% after Nvidia’s CES appearance. Labor data including JOLTS and payrolls are due this week, with CPI and JPMorgan Chase earnings set for Jan. 13. A Reuters poll shows most strategists expect a 2026 market correction and S&P 500 at 7,490 by year-end.
Dow Jones breaks above 49,000 in record close as chip-led rally rolls on

Dow Jones breaks above 49,000 in record close as chip-led rally rolls on

The Dow Jones closed above 49,000 for the first time Tuesday, ending at 49,462.08, up 1%. Chip and healthcare stocks led gains, with Moderna jumping nearly 11% and the PHLX semiconductor index hitting a record. Data-storage shares surged, while Nvidia and AMD slipped after CES presentations. Investors await Wednesday’s JOLTS and Friday’s U.S. jobs report for rate clues.
Dow nears 50,000 as Nvidia CES remarks ignite SanDisk, Micron surge and lift Wall Street

Dow nears 50,000 as Nvidia CES remarks ignite SanDisk, Micron surge and lift Wall Street

The Dow hit a record high Tuesday, rising 1.02% to 49,476.54 as chip and healthcare shares led gains. SanDisk surged 23% on AI hardware optimism tied to CES, while Johnson Controls fell 7.5% after Nvidia’s chip announcement. Investors monitored U.S. jobs data and Fed signals following gaps caused by last year’s federal shutdown.
Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk stock surges 23% as Nvidia CES update puts AI data-center storage back in play

Sandisk shares surged 23.4% to $338.26 in midday trading Tuesday, leading gains in storage and memory stocks after the company unveiled its new “Optimus” SSD brand at CES. Nvidia highlighted rising AI demand for context memory, announcing its Inference Context Memory Storage Platform and next-generation Vera Rubin system. Micron, Western Digital, and Seagate also posted strong advances.
Sandisk stock jumps 24% as AI storage demand and memory-price surge lift chip names

Sandisk stock jumps 24% as AI storage demand and memory-price surge lift chip names

Sandisk shares surged 24% to $339.20 Tuesday, hitting a record $342.81 amid heavy trading tied to AI-driven demand for memory and storage. The move followed Sandisk’s launch of its Optimus SSD brand and comes ahead of key earnings updates from Samsung on Thursday and Sandisk on Jan. 29. Western Digital, Micron, and Seagate also posted strong gains.
Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk shares surged 22% to $335 in early U.S. trade Tuesday, driven by forecasts of rising NAND flash prices as AI data center demand outpaces supply. TrendForce expects NAND contract prices to jump up to 38% in the March quarter. Research notes flagged Sandisk’s premium valuation and projected over 45% revenue growth in 2026. Micron shares also rose about 7%.
Western Digital stock hits a 52-week high, then cools after-hours as AI memory squeeze grips traders

Western Digital stock hits a 52-week high, then cools after-hours as AI memory squeeze grips traders

Western Digital shares ended after-hours trading at $187.88, up 0.1%, after swinging between $182.77 and $195.75. The stock briefly touched a 52-week high amid reports of a global memory-chip supply crunch driven by AI infrastructure demand. Traders are watching for the Jan. 9 U.S. jobs report, Jan. 13 CPI data, and Western Digital’s next earnings, expected around Feb. 4.
Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Western Digital shares fell 0.9% to $186.00 Monday afternoon after rising as much as 4.3% earlier, as investors shifted positions in storage and memory stocks tied to AI infrastructure. A Reuters report cited a global supply crunch in high-bandwidth memory, with some prices doubling since last year. Sandisk rose 1.5%, while Seagate and Applied Digital gained over 3%. Western Digital’s next earnings report is expected February 4.
Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

Western Digital stock jumps 9% to start 2026 as AI data-storage trade stays in focus

Western Digital shares closed up 9% at $187.70 Friday, leading storage stocks higher on the first trading day of 2026. Micron rose 10.5%, Sandisk jumped nearly 16%, and Seagate gained 4.4%. Investors cited demand from AI data centers and upcoming U.S. economic data as key drivers. The broader market was mixed, with the Nasdaq slipping slightly.
Micron stock jumps 10% on a Wall Street target hike — what Nasdaq traders watch next

Micron stock jumps 10% on a Wall Street target hike — what Nasdaq traders watch next

Micron Technology shares jumped 10.5% to $315.42 after Bernstein SocGen raised its price target to $330, citing strong AI-driven demand for memory chips. Sandisk and Western Digital also surged. The Nasdaq Composite slipped 0.03% while the S&P 500 and Dow rose. Micron’s next earnings report is expected around March 19; its dividend is payable January 14, with the annual meeting set for January 15.
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Stock Market Today

  • Ripple's Preliminary EU MiCA Approval Raises Questions on RLUSD and XRP Impact in Europe
    June 28, 2026, 12:06 PM EDT. Ripple received a preliminary Luxembourg crypto-asset service provider (CASP) license under the EU's Markets in Crypto-Assets (MiCA) framework, allowing it to offer regulated services across 30 EEA countries pending final conditions. Despite this regulatory milestone, investors remain cautious about the XRP token's value driver, as Ripple's license ownership does not directly translate to increased activity on the XRP Ledger (XRPL). While Ripple's regulated stablecoin RLUSD's supply declined over 30 days, XRPL stablecoin value grew by over 20%, challenging XRP's current $1.05 price near a $65.5 billion market cap. The EU's July 1, 2026, MiCA enforcement deadline heightens the license's strategic importance, but tangible XRP Ledger usage remains the critical question for investors assessing Ripple's European payments push.

Latest articles

MSFT rally set for Russell reshuffle as AI spending jitters hang over stock

MSFT rally set for Russell reshuffle as AI spending jitters hang over stock

28 June 2026
Microsoft (MSFT) surged 5.71% to $372.97 on record volume as FTSE Russell index changes moved the stock into both growth and value indexes, driving a “really massive trade” and “key liquidity day”; investors now face uncertainty over real demand versus index flows, with capex and AI spending weighing on future profitability.
Amazon (NASDAQ:AMZN) trades after Prime Day jump, AWS in focus as basket sizes shrink

Amazon (NASDAQ:AMZN) trades after Prime Day jump, AWS in focus as basket sizes shrink

28 June 2026
Amazon closed Friday at $232.69, up 2.5% on massive volume, but still down 4.8% from June 18; Prime Day U.S. sales jumped 9.3% to $26.4 billion as average order size fell 10.6%, while AWS will raise AI compute prices by about 20% in July, spotlighting investor focus on whether higher AWS pricing can offset soaring AI infrastructure costs.
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