1 month ago
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Keithen Drury, The Motley Fool
Mon, July 6, 2026 astatine 3:20 AM CDT 4 min read
The apical 3 performing stocks successful the S&P 500 (SNPINDEX: ^GSPC) for the archetypal fractional of 2026 were Sandisk (NASDAQ: SNDK), Micron (NASDAQ: MU), and Intel (NASDAQ: INTC), successful that order. Although the marketplace had a anemic time connected July 1, astatine the extremity of the archetypal fractional of 2026 connected June 30, Sandisk was up astir 860%, Micron was up astir 304%, and Intel was a spot less, astatine 278%. Regardless, those are unthinkable six-month returns, and immoderate capitalist would beryllium blessed to person owned them.
However, the archetypal fractional of 2026 is over, and investors can't spell backmost and instrumentality a presumption successful these stellar stocks. Instead, we indispensable look guardant and find whether these stocks person had their tally and it's clip to sell, oregon if they tin proceed their momentum passim the remainder of 2026. Let's instrumentality a look astatine each 3 and find which has the champion accidental astatine going higher successful the 2nd fractional of 2026.
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
What caused each banal to emergence truthful overmuch successful 2026?
First, let's instrumentality a look astatine wherefore these stocks roseate truthful much. That volition assistance find if there's much country up oregon if the catalyst has played out.
Both Micron and Sandisk run successful the representation spot market. This has been a large manufacture to beryllium progressive in, arsenic a deficiency of representation chips has caused prices to skyrocket, boosting Sandisk's and Micron's gross and profits. The artificial quality (AI) information halfway build-out is the origin of the shortage. With respective projections pointing toward 2030 arsenic the twelvemonth erstwhile information halfway build-outs whitethorn slow, the aboriginal looks agleam for these 2 stocks. Micron precocious reported net and told investors that it expects the representation spot marketplace to enactment "tight" beyond 2027, truthful the adjacent aboriginal is unafraid for these 2 stocks.
Intel is besides somewhat progressive successful the AI information halfway build-out, though to a acold lesser grade than Micron, Sandisk, and immoderate of its peers. The world is that Intel fell down different competitors successful the spot foundry realm, and that broadside of its concern has been struggling. However, aft cardinal investments from the U.S. authorities and others, Intel whitethorn person turned the corner, with its biggest breakthrough yet coming conscionable a fewer weeks ago. President Donald Trump announced that Apple had reached a woody to usage Intel arsenic a 2nd spot supplier, which would beryllium a immense lawsuit triumph for Intel. That shows signs of a turnaround for Intel, but does that marque it a large banal to bargain now?
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