US Stock of the Day | Kabutaro & Friends

On August 17, 2026, the most talked-about US stock online is SanDisk<SNDK>.
Background: At its Investor Day on August 13, SanDisk laid out mid-term targets for fiscal 2028–2030, including annual revenue growth in the mid-to-high teens, non-GAAP gross margins in the 80% range, and adjusted free cash flow margins of 50%. The company reported $93.9 billion in contracted business, prompting the market to re-rate SanDisk as an AI infrastructure supplier rather than a traditional cyclical NAND maker. Shares jumped 13.67% on August 13 following the announcement and continued climbing on August 17, rising more than 6% in overnight trading to top $1,740, a one-month high; the stock is up roughly 35% over the past week. Initial samples of its next-generation High Bandwidth Flash (HBF) technology for AI inference are planned for the second half of 2026. The rally has also spread to memory stocks in South Korea and Taiwan.