http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 08 Oct 2026 11:10:38 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.7+calls+to+1+put+with+a+focus+on+October+23+weekly+2300+calls+into+SEMICON+West/27165607.html <p>Sandisk (NASDAQ: SNDK) 30-day call option implied volatility is 64; compared to its 52-week range of 63 to 163. Call put ratio 1.7 calls to 1 put with a focus on October 23 weekly 2300 calls into SEMICON West conference.</p> http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.7+calls+to+1+put+with+a+focus+on+October+23+weekly+2300+calls+into+SEMICON+West/27165607.html Thu, 08 Oct 2026 11:10:38 -0400 SNDK http://www.streetinsider.com/SEC+Filings/Form++ARS++++++++Sandisk+Corp++++++++++++++For%3A+Jul+03/27155735.html si-local-file:///var/storage/secattach/20261006/27155735.html http://www.streetinsider.com/SEC+Filings/Form++ARS++++++++Sandisk+Corp++++++++++++++For%3A+Jul+03/27155735.html Tue, 06 Oct 2026 16:17:00 -0400 SNDK http://www.streetinsider.com/SEC+Filings/Form++DEF+14A++++Sandisk+Corp++++++++++++++For%3A+Nov+07/27155724.html si-local-file:///var/storage/secattach/20261006/27155724.html http://www.streetinsider.com/SEC+Filings/Form++DEF+14A++++Sandisk+Corp++++++++++++++For%3A+Nov+07/27155724.html Tue, 06 Oct 2026 16:17:00 -0400 SNDK http://www.streetinsider.com/SEC+Filings/Form++DEFA14A++++Sandisk+Corp+++++++++++++++++++++++++/27155713.html si-local-file:///var/storage/secattach/20261006/27155713.html http://www.streetinsider.com/SEC+Filings/Form++DEFA14A++++Sandisk+Corp+++++++++++++++++++++++++/27155713.html Tue, 06 Oct 2026 16:16:00 -0400 SNDK http://www.streetinsider.com/Analyst+PT+Change/SanDisk+%28SNDK%29+PT+Raised+to+%242%2C050+at+Mizuho/27151539.html Mizuho analyst Vijay Rakesh raised the price target on SanDisk (NASDAQ: SNDK) to $2,050.00 (from $1,875.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/SanDisk+%28SNDK%29+PT+Raised+to+%242%2C050+at+Mizuho/27151539.html Tue, 06 Oct 2026 06:49:32 -0400 SNDK http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Sandisk+Corp++++++++++++++For%3A+Oct+01++Filed+by%3A+Shek+Bernard/27144079.html si-local-file:///var/storage/secattach/20261002/27144079.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Sandisk+Corp++++++++++++++For%3A+Oct+01++Filed+by%3A+Shek+Bernard/27144079.html Fri, 02 Oct 2026 20:02:00 -0400 SNDK http://www.streetinsider.com/General+News/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html <p>Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Seagate</span></span> Technology (NASDAQ) shares fell 11% on Friday, while <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Western Digital</span></span> (NASDAQ) dropped 7%, after a report that Toshiba plans to significantly expand its hard disk drive production capacity to meet growing demand from AI data centers.</p><p>According to Nikkei, Toshiba plans to invest about ¥60 billion ($400 million) to double its HDD production capacity by fiscal 2027. The expansion will center on the company’s factory in the Philippines and is aimed at supplying the rapidly growing demand for storage from AI infrastructure.</p><p>The HDD market is dominated by three companies: Seagate, Western Digital http://www.streetinsider.com/General+News/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html Fri, 02 Oct 2026 07:55:50 -0400 SNDK STX WDC http://www.streetinsider.com/Investing/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html <p>Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Seagate</span></span> Technology (NASDAQ) shares fell 11% on Friday, while <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Western Digital</span></span> (NASDAQ) dropped 7%, after a report that Toshiba plans to significantly expand its hard disk drive production capacity to meet growing demand from AI data centers.</p><p>According to Nikkei, Toshiba plans to invest about ¥60 billion ($400 million) to double its HDD production capacity by fiscal 2027. The expansion will center on the company’s factory in the Philippines and is aimed at supplying the rapidly growing demand for storage from AI infrastructure.</p><p>The HDD market is dominated by three companies: Seagate, Western Digital http://www.streetinsider.com/Investing/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html Fri, 02 Oct 2026 07:55:50 -0400 SNDK STX WDC http://www.streetinsider.com/General+News/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html <p>Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Seagate</span></span> Technology (NASDAQ) shares fell 11% on Friday, while <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Western Digital</span></span> (NASDAQ) dropped 7%, after a report that Toshiba plans to significantly expand its hard disk drive production capacity to meet growing demand from AI data centers.</p><p>According to Nikkei, Toshiba plans to invest about ¥60 billion ($400 million) to double its HDD production capacity by fiscal 2027. The expansion will center on the company’s factory in the Philippines and is aimed at supplying the rapidly growing demand for storage from AI infrastructure.</p><p>The HDD market is dominated by three companies: Seagate, Western Digital http://www.streetinsider.com/General+News/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html Fri, 02 Oct 2026 07:55:50 -0400 SNDK STX WDC http://www.streetinsider.com/Investing/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html <p>Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Seagate</span></span> Technology (NASDAQ) shares fell 11% on Friday, while <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Western Digital</span></span> (NASDAQ) dropped 7%, after a report that Toshiba plans to significantly expand its hard disk drive production capacity to meet growing demand from AI data centers.</p><p>According to Nikkei, Toshiba plans to invest about ¥60 billion ($400 million) to double its HDD production capacity by fiscal 2027. The expansion will center on the company’s factory in the Philippines and is aimed at supplying the rapidly growing demand for storage from AI infrastructure.</p><p>The HDD market is dominated by three companies: Seagate, Western Digital http://www.streetinsider.com/Investing/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html Fri, 02 Oct 2026 07:55:50 -0400 SNDK STX WDC http://www.streetinsider.com/General+News/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html <p>Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Seagate</span></span> Technology (NASDAQ) shares fell 11% on Friday, while <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Western Digital</span></span> (NASDAQ) dropped 7%, after a report that Toshiba plans to significantly expand its hard disk drive production capacity to meet growing demand from AI data centers.</p><p>According to Nikkei, Toshiba plans to invest about ¥60 billion ($400 million) to double its HDD production capacity by fiscal 2027. The expansion will center on the company’s factory in the Philippines and is aimed at supplying the rapidly growing demand for storage from AI infrastructure.</p><p>The HDD market is dominated by three companies: Seagate, Western Digital http://www.streetinsider.com/General+News/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html Fri, 02 Oct 2026 07:55:50 -0400 SNDK STX WDC http://www.streetinsider.com/Investing/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html <p>Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Seagate</span></span> Technology (NASDAQ) shares fell 11% on Friday, while <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Western Digital</span></span> (NASDAQ) dropped 7%, after a report that Toshiba plans to significantly expand its hard disk drive production capacity to meet growing demand from AI data centers.</p><p>According to Nikkei, Toshiba plans to invest about ¥60 billion ($400 million) to double its HDD production capacity by fiscal 2027. The expansion will center on the company’s factory in the Philippines and is aimed at supplying the rapidly growing demand for storage from AI infrastructure.</p><p>The HDD market is dominated by three companies: Seagate, Western Digital http://www.streetinsider.com/Investing/Seagate+and+Western+Digital+shares+fall+on+Toshiba+HDD+expansion/27138905.html Fri, 02 Oct 2026 07:55:50 -0400 SNDK STX WDC http://www.streetinsider.com/AI/Citi+reiterates+Buy+rating+on+SanDisk+with+%242%2C100+target/27130366.html <p>Citi analyst Asiya Merchant reiterated a Buy rating and $2,100 price target on SanDisk (NASDAQ: SNDK).</p><p>The rating follows Micron's better-than-expected quarterly results and guidance. Micron reported a 42% sequential increase in NAND revenue, with prices rising approximately 30%, compared to a consensus estimate of 20%. Micron's management indicated that its NAND supply is expected to grow less than overall industry supply growth in calendar year 2026.</p><p>Merchant noted that industry NAND bit shipments are projected to grow in the mid-20% range in calendar years 2027 and 2028, with the industry expected to remain supply constrained during both years.</p><p>The analyst cited AI-driven http://www.streetinsider.com/AI/Citi+reiterates+Buy+rating+on+SanDisk+with+%242%2C100+target/27130366.html Thu, 01 Oct 2026 05:11:04 -0400 MU SNDK http://www.streetinsider.com/Analyst+Comments/Citi+reiterates+Buy+rating+on+SanDisk+with+%242%2C100+target/27130366.html <p>Citi analyst Asiya Merchant reiterated a Buy rating and $2,100 price target on SanDisk (NASDAQ: SNDK).</p><p>The rating follows Micron's better-than-expected quarterly results and guidance. Micron reported a 42% sequential increase in NAND revenue, with prices rising approximately 30%, compared to a consensus estimate of 20%. Micron's management indicated that its NAND supply is expected to grow less than overall industry supply growth in calendar year 2026.</p><p>Merchant noted that industry NAND bit shipments are projected to grow in the mid-20% range in calendar years 2027 and 2028, with the industry expected to remain supply constrained during both years.</p><p>The analyst cited AI-driven http://www.streetinsider.com/Analyst+Comments/Citi+reiterates+Buy+rating+on+SanDisk+with+%242%2C100+target/27130366.html Thu, 01 Oct 2026 05:11:04 -0400 MU SNDK http://www.streetinsider.com/AI/Citi+reiterates+Buy+rating+on+SanDisk+with+%242%2C100+target/27130366.html <p>Citi analyst Asiya Merchant reiterated a Buy rating and $2,100 price target on SanDisk (NASDAQ: SNDK).</p><p>The rating follows Micron's better-than-expected quarterly results and guidance. Micron reported a 42% sequential increase in NAND revenue, with prices rising approximately 30%, compared to a consensus estimate of 20%. Micron's management indicated that its NAND supply is expected to grow less than overall industry supply growth in calendar year 2026.</p><p>Merchant noted that industry NAND bit shipments are projected to grow in the mid-20% range in calendar years 2027 and 2028, with the industry expected to remain supply constrained during both years.</p><p>The analyst cited AI-driven http://www.streetinsider.com/AI/Citi+reiterates+Buy+rating+on+SanDisk+with+%242%2C100+target/27130366.html Thu, 01 Oct 2026 05:11:04 -0400 MU SNDK http://www.streetinsider.com/Analyst+Comments/Citi+reiterates+Buy+rating+on+SanDisk+with+%242%2C100+target/27130366.html <p>Citi analyst Asiya Merchant reiterated a Buy rating and $2,100 price target on SanDisk (NASDAQ: SNDK).</p><p>The rating follows Micron's better-than-expected quarterly results and guidance. Micron reported a 42% sequential increase in NAND revenue, with prices rising approximately 30%, compared to a consensus estimate of 20%. Micron's management indicated that its NAND supply is expected to grow less than overall industry supply growth in calendar year 2026.</p><p>Merchant noted that industry NAND bit shipments are projected to grow in the mid-20% range in calendar years 2027 and 2028, with the industry expected to remain supply constrained during both years.</p><p>The analyst cited AI-driven http://www.streetinsider.com/Analyst+Comments/Citi+reiterates+Buy+rating+on+SanDisk+with+%242%2C100+target/27130366.html Thu, 01 Oct 2026 05:11:04 -0400 MU SNDK http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.7+calls+to+1+put+into+Micron+Technology+%28MU%29+quarter+results+and+outlook/27124358.html <p>Sandisk (NASDAQ: SNDK) 30-day call option implied volatility is 71; compared to its 52-week range of 68 to 163. Call put ratio 1.7 calls to 1 put into Micron Technology (MU) quarter results and outlook.</p> http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.7+calls+to+1+put+into+Micron+Technology+%28MU%29+quarter+results+and+outlook/27124358.html Wed, 30 Sep 2026 05:19:25 -0400 SNDK http://www.streetinsider.com/Press+Releases/Sandisk+to+Report+First+Quarter+Fiscal+Year+2027+Results+on+October+29%2C+2026/27123551.html <p> MILPITAS, Calif.--(BUSINESS WIRE)-- Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal first quarter earnings conference call on Thursday, October 29, 2026, at 1:30 p.m. Pacific Time. </p><p> A live webcast and a webcast replay of the conference call will be available at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestor.sandisk.com&amp;esheet=54613054&amp;newsitemid=20260929992289&amp;lan=en-US&amp;anchor=investor.sandisk.com&amp;index=1&amp;md5=16af751cf90b61838d3bb13bc4d9a86c" shape="rect">investor.sandisk.com</a>. </p><p> <b>About Sandisk</b> </p><p> Built on more than three decades of innovation, Sandisk is a vertically integrated global semiconductor company dedicated to delivering memory technologies that help people and businesses unlock the potential of their data. From the enterprise SSDs powering AI infrastructure to consumer devices and connected systems at the edge, http://www.streetinsider.com/Press+Releases/Sandisk+to+Report+First+Quarter+Fiscal+Year+2027+Results+on+October+29%2C+2026/27123551.html Tue, 29 Sep 2026 17:30:00 -0400 SNDK http://www.streetinsider.com/Business+Wire/Sandisk+to+Report+First+Quarter+Fiscal+Year+2027+Results+on+October+29%2C+2026/27123551.html <p> MILPITAS, Calif.--(BUSINESS WIRE)-- Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal first quarter earnings conference call on Thursday, October 29, 2026, at 1:30 p.m. Pacific Time. </p><p> A live webcast and a webcast replay of the conference call will be available at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestor.sandisk.com&amp;esheet=54613054&amp;newsitemid=20260929992289&amp;lan=en-US&amp;anchor=investor.sandisk.com&amp;index=1&amp;md5=16af751cf90b61838d3bb13bc4d9a86c" shape="rect">investor.sandisk.com</a>. </p><p> <b>About Sandisk</b> </p><p> Built on more than three decades of innovation, Sandisk is a vertically integrated global semiconductor company dedicated to delivering memory technologies that help people and businesses unlock the potential of their data. From the enterprise SSDs powering AI infrastructure to consumer devices and connected systems at the edge, http://www.streetinsider.com/Business+Wire/Sandisk+to+Report+First+Quarter+Fiscal+Year+2027+Results+on+October+29%2C+2026/27123551.html Tue, 29 Sep 2026 17:30:00 -0400 SNDK http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.6+calls+to+1+put+into+Micron+%28MU%29+quarter+results/27109213.html <p>Sandisk (NASDAQ: SNDK) 30-day call option implied volatility is 70; compared to its 52-week range of 68 to 163. Call put ratio 1.6 calls to 1 put into SEMICON West conference.</p> http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.6+calls+to+1+put+into+Micron+%28MU%29+quarter+results/27109213.html Mon, 28 Sep 2026 05:29:49 -0400 SNDK http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.8+calls+to+1+put+with+a+focus+on+October+2+weekly+calls/27105132.html <p>Sandisk (NASDAQ: SNDK) 30-day call option implied volatility is 70; compared to its 52-week range of 67 to 163. Call put ratio 1.8 calls to 1 put with a focus on October 2 weekly calls into SEMICON West conference.</p> http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.8+calls+to+1+put+with+a+focus+on+October+2+weekly+calls/27105132.html Fri, 25 Sep 2026 10:54:47 -0400 SNDK http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.3+calls+to+1+put+into+SEMICON+West+conference/27098236.html <p>Sandisk (NASDAQ: SNDK) 30-day call option implied volatility is 73; compared to its 52-week range of 67 to 163. Call put ratio 1.3 calls to 1 put into SEMICON West conference. </p> http://www.streetinsider.com/Options/Sandisk+%28SNDK%29+call+put+ratio+1.3+calls+to+1+put+into+SEMICON+West+conference/27098236.html Thu, 24 Sep 2026 05:55:34 -0400 SNDK http://www.streetinsider.com/Investing/SanDisk+shares+jump+on+S%26P+100+addition%2C+Rosenblatt+buy+rating+/27089096.html <p>SanDisk Corporation stock climbed 6.7% in morning trading Tuesday after Rosenblatt Securities started coverage of the company with a buy rating and a price target of $2,400.</p><p>Analyst Kevin Cassidy said in a research note that new AI compute platforms are creating an opportunity to shift NAND flash from a commodity storage product into a system-critical component of AI infrastructure. He noted that expanding model sizes are prioritizing density, performance, and endurance over the lowest possible price.</p><p>Rosenblatt pointed to SanDisk's BiCS8 and BiCS10 platforms as improving storage density with fewer 3D layers than competing products, which maintains cost and performance advantages http://www.streetinsider.com/Investing/SanDisk+shares+jump+on+S%26P+100+addition%2C+Rosenblatt+buy+rating+/27089096.html Tue, 22 Sep 2026 09:52:51 -0400 SNDK http://www.streetinsider.com/Investing/%E2%80%99Not+your+father%E2%80%99s+Sandisk%E2%80%99%3A+Rosenblatt+starts+coverage+at+Buy/27089076.html <p>Investing.com -- Rosenblatt has initiated coverage of Sandisk with a Buy rating, arguing in a note Tuesday that AI is transforming NAND flash memory from a commodity into a critical piece of computing infrastructure.</p> <p dir="ltr">Analyst Kevin Cassidy set a $2,400 price target on Sandisk shares. He said new AI compute platforms are creating an opportunity to reposition NAND "from a commodity storage medium to a more system-critical component of AI infrastructure," as expanding model sizes and data-intensive inference prioritize density, performance, endurance and supply certainty over the lowest price.</p> <p dir="ltr">Cassidy stated that Sandisk&amp;#39;s roadmap, developed with manufacturing partner Kioxia over some http://www.streetinsider.com/Investing/%E2%80%99Not+your+father%E2%80%99s+Sandisk%E2%80%99%3A+Rosenblatt+starts+coverage+at+Buy/27089076.html Tue, 22 Sep 2026 09:47:04 -0400 SNDK http://www.streetinsider.com/General+News/%E2%80%99Not+your+father%E2%80%99s+Sandisk%E2%80%99%3A+Rosenblatt+starts+coverage+at+Buy/27089076.html <p>Investing.com -- Rosenblatt has initiated coverage of Sandisk with a Buy rating, arguing in a note Tuesday that AI is transforming NAND flash memory from a commodity into a critical piece of computing infrastructure.</p> <p dir="ltr">Analyst Kevin Cassidy set a $2,400 price target on Sandisk shares. He said new AI compute platforms are creating an opportunity to reposition NAND "from a commodity storage medium to a more system-critical component of AI infrastructure," as expanding model sizes and data-intensive inference prioritize density, performance, endurance and supply certainty over the lowest price.</p> <p dir="ltr">Cassidy stated that Sandisk&amp;#39;s roadmap, developed with manufacturing partner Kioxia over some http://www.streetinsider.com/General+News/%E2%80%99Not+your+father%E2%80%99s+Sandisk%E2%80%99%3A+Rosenblatt+starts+coverage+at+Buy/27089076.html Tue, 22 Sep 2026 09:47:04 -0400 SNDK