Sandisk Corp. has emerged as one of the most explosive stocks in the early days of 2026, with a rally that has captured Wall Street’s attention and reshaped expectations for the memory and storage sector. Shares of the company surged as much as 25% on Tuesday, marking their best intraday performance since February and pushing the stock to a fresh record high. The move followed comments from Nvidia Chief Executive Officer Jensen Huang at the CES technology conference, where he underscored the critical — and largely untapped — role of storage in the artificial intelligence boom.