Motley Fool50d agoneutral
The Memory Shortage Is Minting Winners. 3 Stocks Not Named Micron That Could Cash In.The memory shortage has become a windfall for storage makers.
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24/7 Wall St.50d agoneutral
Micron, SanDisk, and Western Digital Fall 7% as Memory Rally CoolsShares of Micron Technology (NASDAQ:MU) are down 7% to $1,130 in early Friday trading. SanDisk (NASDAQ:SNDK) is slipping 7% to $2,176, while Western Digital (NASDAQ:WDC) is declining 6% to $626. The coordinated retreat across the three biggest U.S. memory and storage names suggests profit-taking rather than a thesis-breaking shift. The trio had ripped higher into ... Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools
Investor's Business Daily51d agoneutral
Stock Market Today: Nasdaq Futures Slide Amid Global Tech Sell-Off; Micron, Nvidia, Sandisk Fall (Live Coverage)Stock Market Today: The Dow Jones index fell, while Nasdaq futures dived amid a global tech sell-off. Micron, Nvidia and Sandisk tumbled.
Zacks51d agoneutral
Micron's Robust Q3 Results Raise Investor Attention on These 3 StocksMU's standout Q3 results highlight surging AI memory demand, putting three memory and storage chip makers, SNDK, WDC and STX, in focus.
Stocktwits51d agobearish
Nasdaq, S&P 500 Futures Slip As Memory Chip Selloff Hits Tech Stocks: Why SPCX, MU, QCOM, BB, ILLR, TII Are In FocusStocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’
Stocktwits51d agoneutral
MU, SNDK Stocks Pull Back After Notching Fresh Peaks — Why Analysts Are Boosting Price Targets AnywayAnalysts praised Micron’s long-term contracts, saying they provide some of the strongest revenue visibility in the semiconductor industry.
Reuters Videos51d agobullishVIDEO
Wall St ends mixed as tech megacap losses outweigh upbeat chip outlook<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge. </p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>
Reuters Videos51d agoneutralVIDEO
AI boom keeps memory chip makers in sweet spot, says expert<body><p>STORY: Micron said on Wednesday customers such as Nvidia had committed $22 billion to lock in supplies of memory chips, playing up huge growth in five-year "take-or-pay" deals that require clients to either buy its chips or hand over cash.</p><p>The comments underscore the growing importance of memory chips in the artificial intelligence supply chain, where demand has surged alongside the need for greater computing power.</p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well, is that they're memory chips. You have to have memory specifically DRAM or H-band memory if you're going to have enough computing power to do all the computations. That is nothing If you don't have memory to transfer it from one place to another," said Mulberry.</p><p>That dynamic has helped fuel investor interest in memory-chip makers, particularly as AI-related demand continues to outpace available supply.</p><p>"So if I'm looking at sales trading at five times, but the demand went up by 12 times, this is actually still a good buying opportunity for a company like Micron."</p></body>
The Wall Street Journal51d agoneutral
U.S. Stocks Mixed as Micron Surges, Apple SlumpsThe Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.
Yahoo Finance Video51d agobearishVIDEO
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center ventureMarket Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, memory chip stocks rallying around Micron Technology's (MU) post-earnings gains, and Qualcomm's (QCOM) latest move into AI data center products.
Barrons.com51d agoneutral
Sandisk Stock May Not Be the Most Overbought in History but It’s Stretched to the LimitSandisk stock is up 4,671% over the past 12 months. Polymarket calls it “the most overbought stock in history.”
24/7 Wall St.51d agoneutral
Apple Is Quietly Hiking Prices on Macs and iPads, and the iPhone Could Be NextApple (NASDAQ:AAPL) just raised Mac and iPad prices by $100 to $300 depending on the device, and CNBC’s MacKenzie Sigalos framed the move as the first real crack in Apple’s pricing dam. “Those shares falling this morning as investors digest the company’s first real move to pass the AI memory crunch directly onto consumers,” she ... Apple Is Quietly Hiking Prices on Macs and iPads, and the iPhone Could Be Next
24/7 Wall St.51d agobearish
Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware TradeShares of Dell Technologies (NYSE:DELL) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because it’s happening on a day when memory and storage names are ripping higher. At the same time, Western Digital (NASDAQ:WDC) stock is up 5%, trading near $678. ... Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade
Zacks51d agobullish
Here's Why Western Digital (WDC) Is a Great 'Buy the Bottom' Stock NowWestern Digital (WDC) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Zacks51d agoneutral
Western Digital vs. NetApp: Which Data Center Stock is the Smarter Bet?WDC's AI-driven HDD roadmap, rising cloud demand and strong estimate revisions highlight why it may offer more upside than NTAP.
Investopedia51d agobullish
Micron's Blockbuster, AI-Fueled Results Ignite Huge Rally for Memory StocksThe rally for memory stocks is back on, with Micron leading the way after its earnings blew past expectations on booming AI demand.
24/7 Wall St.51d agobullish
Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory DemandShares of Micron Technology (NASDAQ:MU) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon. The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and ... Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
