Mixed Close for US Stocks as Chipmakers Rally
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy SNDK?
Source: NASDAQ.COM
- Chipmaker Strength: ASML reported record Q4 bookings of €13.2 billion, significantly exceeding the consensus of €6.85 billion, which boosted chipmakers and AI infrastructure stocks, enhancing market confidence in AI spending sustainability.
- Fed Policy Unchanged: The FOMC maintained the interest rate at 3.50%-3.75% as expected, with Chair Powell indicating strong economic performance without signaling imminent rate cuts, keeping market focus on future policy directions.
- Dollar and Gold Fluctuations: The dollar index rebounded after hitting a nearly four-year low, while President Trump's comments on dollar weakness pushed gold prices up over 3% to a new all-time high, reflecting increased demand for safe-haven assets.
- Economic Data Expectations: Initial jobless claims are expected to rise by 5,000 to 205,000 this week, and Q3 nonfarm productivity is anticipated to remain at 4.9%, indicating ongoing economic growth and potential market volatility.
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Analyst Views on SNDK
Wall Street analysts forecast SNDK stock price to fall
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 590.590
Low
220.00
Averages
283.69
High
410.00
Current: 590.590
Low
220.00
Averages
283.69
High
410.00
About SNDK
SanDisk Corporation is a developer, manufacturer and provider of data storage devices and solutions based on NAND flash technology and has consumer brands and franchises globally. The Company's solutions include a range of solid state drives (SSDs) embedded products, removable cards, universal serial bus (USB) drives, and wafers and components. Its broad portfolio of technology and products addresses multiple end markets of cloud, client and consumer. Its cloud end market is comprised primarily of products for public or private cloud environments and enterprise customers. The Company, through the client end market, provides numerous data solutions that it incorporates into its client’s devices, which consist of solid state drive desktop and notebook personal computers, gaming consoles and set top boxes, and flash-based embedded storage products. The Company serves the consumer end market with a portfolio of solid state drives and removable flash, including cards and USB flash drives.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Analysis of Power Inflow Signal and SNDK Performance
- Power Inflow Signal: The Power Inflow alert, developed by TradePulse, is issued within the first two hours of trading, indicating a significant shift in order flow that suggests a strong trend toward buying activity, thereby hinting at a bullish price movement for the rest of the day.
- Real-Time Order Flow Analysis: By analyzing buying and selling trends from both retail and institutional traders, order flow analytics provide a deeper understanding of stock price behavior and market sentiment, enabling traders to make more informed decisions and potentially increase their trading success rate.
- SNDK Price Performance: At the time of the Power Inflow signal, SNDK was priced at $597.00, and it reached an intraday high of $616.98 (+3.35%) by 2:45 PM EST, demonstrating the effectiveness of the signal in predicting price movements.
- Investment Risk Advisory: While the Power Inflow signal presents potential trading opportunities, the article emphasizes that investing involves risks, including the possibility of principal loss, and advises investors to consult licensed financial advisors before making investment decisions.
See More
Meta's Billions for Nvidia Chips Revitalize Market Confidence
- Market Confidence Revived: Meta's commitment to invest billions in Nvidia chips not only provides a much-needed financial boost to Nvidia but also has the potential to reshape market perceptions of its technological advantages, thereby enhancing its stock performance.
- Competitive Landscape Shift: With Meta's investment, Nvidia is likely to regain investor attention, prompting a reassessment of its core position in the AI sector, especially in light of competitive threats from companies like Google.
- Product Portfolio Advantage: Meta plans to utilize not only Nvidia's GPUs but also deploy its CPUs independently, indicating the significant value of Nvidia's product portfolio in meeting Meta's growing computational demands.
- Long-Term Value Consideration: CEO Mark Zuckerberg emphasizes the importance of evaluating the
See More
Sandisk's Rise in AI Infrastructure
- Significant Revenue Growth: Sandisk's data center segment revenue surged 76% year-over-year to $440 million in Q2 FY2026, indicating strong demand in AI infrastructure, which is expected to further enhance overall company performance.
- Strong Market Demand: The shortage of HDDs has led to a surge in demand for Sandisk's flash storage products, a trend anticipated to continue until 2028, providing sustained growth momentum for the company to capture a larger market share in a competitive landscape.
- Improved Profitability: Sandisk's adjusted earnings per share quintupled year-over-year to $6.20 in the last quarter, with analysts projecting earnings to reach $39.45 in the current fiscal year, showcasing the company's profit potential in AI storage solutions.
- Technological Collaboration Prospects: Sandisk's partnership with SK Hynix to develop high-bandwidth flash could enable an 8 to 16-fold increase in memory capacity, further enhancing its competitiveness in AI chip systems and indicating potential for future market share growth.
See More
Top AI Semiconductor Stocks to Watch
- Broadcom's Growth Potential: Broadcom's AI semiconductor revenue surged 74% year-over-year in Q4 2025, driving total revenue growth of 28%, with expectations for AI semiconductor revenue to double in Q1 2026, indicating strong market demand and future growth potential.
- Taiwan Semiconductor's Market Position: Taiwan Semiconductor achieved a 26% year-over-year revenue increase in Q4 2025, recently opening a new facility in the U.S. to strengthen ties with major clients like Nvidia and Apple while enhancing tariff resilience.
- Sandisk's High Demand: Sandisk reported a 61% year-over-year revenue increase in Q2 2026, with data center revenue up 64% sequentially, highlighting the surging demand for its NAND flash memory products and its critical role in AI development.
- Investment Attractiveness: With price-to-earnings ratios of 0.3, 20, and 15 for Broadcom, Taiwan Semiconductor, and Sandisk respectively, all show strong investment appeal in the high-growth AI market, particularly against the backdrop of rising technology demand.
See More
SanDisk Stock Secondary Offering and Market Dynamics
- Secondary Offering Overview: SanDisk announced a secondary public offering of 5,821,135 SNDK shares at $545 per share, below the latest trading price, with the deal expected to close on Thursday, and SanDisk itself will not receive any proceeds from this transaction.
- Debt Swap Impact: Western Digital is set to exchange the SNDK block for debt held by J.P. Morgan and BofA Securities, reducing the overhang on SNDK shares, and after the transaction, it will still own about 1.69 million shares, which it plans to dispose of gradually.
- Technical Indicator Analysis: SNDK stock is currently trading 6.5% above its 20-day simple moving average and 109.6% above its 100-day SMA, indicating a strong long-term trend, with shares surging 1129.26% over the past 12 months.
- Analyst Rating Dynamics: The stock carries a Buy rating with an average price target of $512.76, and recent analyst actions, including Citigroup and Barclays raising their targets to $750, reflect a positive outlook on its future performance.
See More
Stanley Druckenmiller Shifts Portfolio to Brazil Trade
- Strategic Shift: Stanley Druckenmiller's Duquesne Family Office's latest 13F filing reveals a pivot towards the Brazil market (EWZ) while divesting from most Silicon Valley tech stocks, showcasing his keen insight into market inflection points.
- Surge in Options Trading: Druckenmiller not only purchased shares of the Brazilian ETF but also loaded up on EWZ call options, indicating his expectation of a significant upside move in the Brazilian market, thereby enhancing the risk-reward profile of his investments.
- Tech Stock Reduction: To fund his South American expansion, Druckenmiller aggressively trimmed his exposure to big tech and the AI sector; however, he still increased his stake in Alphabet (GOOGL) by 277% in Q4, acquiring 282,800 shares.
- Macro Diversification: By investing in the RSP and XLF ETFs, Druckenmiller is betting on a broader economic catch-up in the U.S., signaling a shift from a “growth at any price” strategy to a value-driven, commodity-heavy, and geographically diverse investment approach.
See More
Analysis of Power Inflow Signal and SNDK Performance
- Power Inflow Signal: The Power Inflow alert, developed by TradePulse, is issued within the first two hours of trading, indicating a significant shift in order flow that suggests a strong trend toward buying activity, thereby hinting at a bullish price movement for the rest of the day.
- Real-Time Order Flow Analysis: By analyzing buying and selling trends from both retail and institutional traders, order flow analytics provide a deeper understanding of stock price behavior and market sentiment, enabling traders to make more informed decisions and potentially increase their trading success rate.
- SNDK Price Performance: At the time of the Power Inflow signal, SNDK was priced at $597.00, and it reached an intraday high of $616.98 (+3.35%) by 2:45 PM EST, demonstrating the effectiveness of the signal in predicting price movements.
- Investment Risk Advisory: While the Power Inflow signal presents potential trading opportunities, the article emphasizes that investing involves risks, including the possibility of principal loss, and advises investors to consult licensed financial advisors before making investment decisions.
See More
Meta's Billions for Nvidia Chips Revitalize Market Confidence
- Market Confidence Revived: Meta's commitment to invest billions in Nvidia chips not only provides a much-needed financial boost to Nvidia but also has the potential to reshape market perceptions of its technological advantages, thereby enhancing its stock performance.
- Competitive Landscape Shift: With Meta's investment, Nvidia is likely to regain investor attention, prompting a reassessment of its core position in the AI sector, especially in light of competitive threats from companies like Google.
- Product Portfolio Advantage: Meta plans to utilize not only Nvidia's GPUs but also deploy its CPUs independently, indicating the significant value of Nvidia's product portfolio in meeting Meta's growing computational demands.
- Long-Term Value Consideration: CEO Mark Zuckerberg emphasizes the importance of evaluating the
See More
Sandisk's Rise in AI Infrastructure
- Significant Revenue Growth: Sandisk's data center segment revenue surged 76% year-over-year to $440 million in Q2 FY2026, indicating strong demand in AI infrastructure, which is expected to further enhance overall company performance.
- Strong Market Demand: The shortage of HDDs has led to a surge in demand for Sandisk's flash storage products, a trend anticipated to continue until 2028, providing sustained growth momentum for the company to capture a larger market share in a competitive landscape.
- Improved Profitability: Sandisk's adjusted earnings per share quintupled year-over-year to $6.20 in the last quarter, with analysts projecting earnings to reach $39.45 in the current fiscal year, showcasing the company's profit potential in AI storage solutions.
- Technological Collaboration Prospects: Sandisk's partnership with SK Hynix to develop high-bandwidth flash could enable an 8 to 16-fold increase in memory capacity, further enhancing its competitiveness in AI chip systems and indicating potential for future market share growth.
See More
Top AI Semiconductor Stocks to Watch
- Broadcom's Growth Potential: Broadcom's AI semiconductor revenue surged 74% year-over-year in Q4 2025, driving total revenue growth of 28%, with expectations for AI semiconductor revenue to double in Q1 2026, indicating strong market demand and future growth potential.
- Taiwan Semiconductor's Market Position: Taiwan Semiconductor achieved a 26% year-over-year revenue increase in Q4 2025, recently opening a new facility in the U.S. to strengthen ties with major clients like Nvidia and Apple while enhancing tariff resilience.
- Sandisk's High Demand: Sandisk reported a 61% year-over-year revenue increase in Q2 2026, with data center revenue up 64% sequentially, highlighting the surging demand for its NAND flash memory products and its critical role in AI development.
- Investment Attractiveness: With price-to-earnings ratios of 0.3, 20, and 15 for Broadcom, Taiwan Semiconductor, and Sandisk respectively, all show strong investment appeal in the high-growth AI market, particularly against the backdrop of rising technology demand.
See More
SanDisk Stock Secondary Offering and Market Dynamics
- Secondary Offering Overview: SanDisk announced a secondary public offering of 5,821,135 SNDK shares at $545 per share, below the latest trading price, with the deal expected to close on Thursday, and SanDisk itself will not receive any proceeds from this transaction.
- Debt Swap Impact: Western Digital is set to exchange the SNDK block for debt held by J.P. Morgan and BofA Securities, reducing the overhang on SNDK shares, and after the transaction, it will still own about 1.69 million shares, which it plans to dispose of gradually.
- Technical Indicator Analysis: SNDK stock is currently trading 6.5% above its 20-day simple moving average and 109.6% above its 100-day SMA, indicating a strong long-term trend, with shares surging 1129.26% over the past 12 months.
- Analyst Rating Dynamics: The stock carries a Buy rating with an average price target of $512.76, and recent analyst actions, including Citigroup and Barclays raising their targets to $750, reflect a positive outlook on its future performance.
See More
Stanley Druckenmiller Shifts Portfolio to Brazil Trade
- Strategic Shift: Stanley Druckenmiller's Duquesne Family Office's latest 13F filing reveals a pivot towards the Brazil market (EWZ) while divesting from most Silicon Valley tech stocks, showcasing his keen insight into market inflection points.
- Surge in Options Trading: Druckenmiller not only purchased shares of the Brazilian ETF but also loaded up on EWZ call options, indicating his expectation of a significant upside move in the Brazilian market, thereby enhancing the risk-reward profile of his investments.
- Tech Stock Reduction: To fund his South American expansion, Druckenmiller aggressively trimmed his exposure to big tech and the AI sector; however, he still increased his stake in Alphabet (GOOGL) by 277% in Q4, acquiring 282,800 shares.
- Macro Diversification: By investing in the RSP and XLF ETFs, Druckenmiller is betting on a broader economic catch-up in the U.S., signaling a shift from a “growth at any price” strategy to a value-driven, commodity-heavy, and geographically diverse investment approach.
See More
