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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.
<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>
Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.
<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 Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.
Market 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.
Sandisk stock is up 4,671% over the past 12 months. Polymarket calls it “the most overbought stock in history.”