SanDisk Stock Surges on Strong Institutional Demand and AI-Driven Sector Rotation Trading Volume Hits $1.34 Billion Ranked 69th in Market Activity

Sandisk (SNDK) surged 3.44% on October 3, 2025, with a trading volume of $1.34 billion, ranking 69th in market activity for the day. The stock's performance was driven by renewed institutional interest and favorable market sentiment toward storage technology sectors. Analysts noted that the volume spike aligned with broader sector rotation into hardware plays amid AI infrastructure spending momentum.

Recent developments highlighted in filings showed Sandisk's Q3 2025 revenue guidance exceeded Wall Street expectations by 8%, fueled by robust demand for enterprise SSD solutions. The company also announced a partnership with a major cloud provider to optimize data center storage efficiency, a move analysts said could expand its TAM by 15% over two years. These fundamentals were cited as key catalysts for the stock's upward trajectory.

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