Sandisk’s stock is flying higher. Here are the new targets that are exciting Wall Street.
THE SO WHAT
When a memory vendor can credibly guide strong revenue growth through decade-end, it’s a bet that AI and data-heavy workloads will keep DRAM/NAND pricing power elevated. If you’re a large infra buyer, lock in multi-year supply and pricing where you can—this is not a market assuming mean reversion anytime soon.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationHow to watch NFL Pre-Season Games 2026 for FREE: TV channels, live streams and schedule
Sports rights are quietly becoming a global customer acquisition funnel for streaming and betting platforms. If you sell into media or live ops, treat preseason inventory as a low-cost testbed for new ad formats and real-time engagement tools.
Tech & InnovationDutton Ranch season 2 confirms Taylor Sheridan will have a 'bigger writers room presence' as more behind-the-scenes 'drama' leaks — but it's the new showrunner I'm the most worried about
Showrunner churn on a franchise series is a reminder that IP value is now as much about production resilience as creative vision. Studios and vendors building tooling around writers’ rooms should optimize for continuity and version control of story worlds, not just script throughput.
Tech & InnovationThe RAMpocalypse is suffocating Apple's MacBook Air supply, with delivery delays up to a month — here's what to buy instead
Memory constraints are now a first-order planning variable for endpoint fleets. If your teams depend on local AI workloads, lock in RAM-heavy configs early and diversify vendors rather than assuming just-in-time laptop procurement will hold.
Tech & InnovationPBS Station Sues to Regain Access to 70 Years of Archival TV History
A single cloud provider failure wiping out access to 70 years of TV archives is a blunt reminder that ‘in the cloud’ is not the same as ‘durable.’ If your business depends on irreplaceable data—media, logs, models, IP—treat storage vendors as failure domains and design multi-home, verifiable backups now.