Palantir and Sandisk Drive AI Infrastructure Stock Gains

CEO Alex Karp identified Palantir alongside Nvidia, Micron and SK Hynix as the only AI‑infrastructure companies delivering strong combined growth and profitability, citing their Rule of 40 scores – Palantir’s rising from 83% in early 2025 to 145% a year later as its AI Platform gains commercial customers and margins improve.

Separately, SanDisk’s shares have surged more than 3,000% over the past twelve months, reaching about $1,400 after a recent peak near $1,500. The company’s data‑center revenue jumped 645% to $1.4 billion in its fiscal third quarter, driven by demand from AI workloads, while its edge‑storage segment also posted solid growth. Management is weighing a stock split but may delay it to avoid short‑term trading pressure.