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MU and SNDK are riding the AI memory boom as strong demand, pricing power and rising earnings support continued momentum.
The memory shortage has become a windfall for storage makers.
In a note on Friday, Kindig argued that widespread shortages across high-bandwidth memory, conventional DRAM and NAND flash continue to give memory makers significant pricing power.
When OpenAI IPOs, money will flow. But when will OpenAI IPO?
SanDisk (NASDAQ:SNDK) has gone vertical. Shares have rallied 4,841.8% over the past year on an AI memory supercycle. Our 24/7 Wall St. price target for SanDisk is $1,704.60, implying meaningful downside from current levels even after the company’s transformation into a structurally more profitable business. 24/7 Wall St. Price Target Summary Metric Value Current Price ... Prediction: SanDisk Has Rallied Too Far, Too Fast. The Price Target Warns of 20%+ Downside
Shares 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
Stock Market Today: The Dow Jones index fell, while Nasdaq futures dived amid a global tech sell-off. Micron, Nvidia and Sandisk tumbled.
MU's standout Q3 results highlight surging AI memory demand, putting three memory and storage chip makers, SNDK, WDC and STX, in focus.
Brent crude is trading under $73 a barrel while the Nasdaq is on pace for a weekly loss of more than 4%
Nvidia stock was falling again early Friday. A widespread technology-sector selloff was hitting the chip maker, which is struggling to establish a floor. The shares were down 1.1% at $193.51 in premarket trading.
↘️ ON Semiconductor (ON): The chip maker agreed to acquire Synaptics (SYNA) in a roughly $7 billion all-stock transaction, as it seeks to push into physical AI. Shares of ON Semiconductor tumbled 12% premarket, while Synaptics’ stock gained 6%.
Stocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’
The Morning Bull - US Market Morning Update Friday, Jun, 26 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.7% and Nasdaq-100 futures ahead more than 2%, as investors focus on three big signals. First, the Fed's preferred inflation gauge, PCE for May, is expected to run hotter, which simply means the cost of living may not be easing as quickly as households would like and could keep interest rates higher for longer. Second, US oil inventories...
Tech stocks were on track to extend their recent slump on Friday as investors continued to fret about soaring memory-chip costs and wondered if the AI trading frenzy may be about to fizzle out. Nasdaq 100 futures dropped 0.9%. The Nasdaq closed in the red on Thursday as investors ditched the Magnificent Seven group of mega-cap tech stocks.
Citi has raised its Sandisk price target to $2,500 from $2,025, sending SNDK shares up roughly 22% in the last 24 hours.
Sandisk Corp. (NASDAQ:SNDK) is one of the 9 Stocks Winning by Double Digits. Sandisk soared to an all-time high anew on Thursday, as investors continued to load up on its shares after Micron Technology’s stellar earnings performance that validated the ongoing strong demand for the memory market. In intra-day trading, Sandisk Corp. (NASDAQ:SNDK) climbed to […]
Analysts praised Micron’s long-term contracts, saying they provide some of the strongest revenue visibility in the semiconductor industry.
If you look at forward estimates, the stock looks like a bargain.
