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SanDisk and Micron Fall 9%, Western Digital Drops 8% as Memory Supercycle Trade Hits Pause Button
24/7 Wall St.94d agobearish
SanDisk and Micron Fall 9%, Western Digital Drops 8% as Memory Supercycle Trade Hits Pause Button

Shares of SanDisk (NASDAQ:SNDK) are down 9% to around $1,405 in Tuesday midday trading. Micron Technology (NASDAQ:MU) stock is off 9% to $724, while Western Digital (NASDAQ:WDC) shares have dropped 8% to $476. The coordinated pullback is hitting the entire memory and storage complex at once. The synchronized drop comes just one trading session after ... SanDisk and Micron Fall 9%, Western Digital Drops 8% as Memory Supercycle Trade Hits Pause Button

Sandisk (SNDK) Is Up 23.2% After Record Q3 Results And New $6 Billion Buyback Plan - What's Changed
Simply Wall St.94d agobullish
Sandisk (SNDK) Is Up 23.2% After Record Q3 Results And New $6 Billion Buyback Plan - What's Changed

Sandisk Corporation recently reported fiscal third-quarter 2026 results showing sales of about US$5.95 billion and net income of US$3.62 billion, alongside new fourth-quarter revenue guidance of US$7.75 billion to US$8.25 billion and a US$6.00 billion share repurchase authorization funded by operating cash flows. These earnings and capital allocation moves underscore how surging AI data center demand and multi-year customer agreements have rapidly reshaped Sandisk’s profitability, balance...

How Nvidia could once again become the 'flavor of the day'
Yahoo Finance Video94d agoneutralVIDEO
How Nvidia could once again become the 'flavor of the day'

Nvidia (NVDA) reports first quarter earnings results on Wednesday, May 20. B. Riley Wealth chief market strategist Art Hogan, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma join Yahoo Finance Executive Editor Brian Sozzi to discuss their expectations for the print, highlighting why Nvidia needs to knock it out of the park.

DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run
24/7 Wall St.94d agobearish
DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

Shares of the Roundhill Memory ETF (CBOE:DRAM) are off roughly 5% in early Tuesday trading, changing hands near $52.30 after closing Monday at $55.08. The slide caps a remarkable six-week sprint that saw the newly minted ETF roughly double since its April 2 inception. DRAM was up 30% in the week through Monday and 70% ... DRAM ETF Drops 5% as Memory Trade Cools After Parabolic Run

Buy, Sell, or Hold: SanDisk at $1,562 and Micron at $746
24/7 Wall St.94d agoneutral
Buy, Sell, or Hold: SanDisk at $1,562 and Micron at $746

Two memory stocks, two different setups: at $1,562, SanDisk (NASDAQ:SNDK) is a sell, and at $746, Micron Technology (NASDAQ:MU) is a hold. Both names trade at all-time highs after a parabolic NAND and HBM repricing, and both sit above the average Wall Street target. The sell recommendation isn’t an outright sell call, it reflects ranking ... Buy, Sell, or Hold: SanDisk at $1,562 and Micron at $746

Sandisk’s AI Memory JVs And High Valuation Put Growth Story To Test
Simply Wall St.95d agoneutral
Sandisk’s AI Memory JVs And High Valuation Put Growth Story To Test

Sandisk (NasdaqGS:SNDK) has extended key technology joint ventures and signed multi-year, multi billion dollar customer agreements tied to AI memory demand. The company has launched new high performance products for AI data centers and joined a consortium with SK Hynix to co develop next generation High Bandwidth Flash. These updates highlight Sandisk's role in AI infrastructure and its position within the NAND supply chain beyond recent earnings and spin off headlines. For investors...

Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026
24/7 Wall St.95d agoneutral
Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

Shares of the Roundhill Memory ETF (CBOE:DRAM) are extending a parabolic run, trading near $55.80 in Monday midday action and up about 6% on the day. The fund has now roughly doubled since launching on April 2, putting its 2026 gain at approximately 107%. The move caps a blistering stretch for the new fund. Amazingly, ... Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

Sandisk (SNDK) Surges 550%+ In 2026; Check Out Why Shares Are At Their All-Time High
Insider Monkey95d agobullish
Sandisk (SNDK) Surges 550%+ In 2026; Check Out Why Shares Are At Their All-Time High

Having reached its all-time high of $1,153.00 on May 1, 2026, Sandisk Corporation (NASDAQ:SNDK) secured a spot on our list of the 7 tech stocks that just hit new all-time highs. The company had been making important strategic moves in the background before that surge, taking the stock 558.16% higher in 2026 so far, as […]

What’s Next for the Chip-Stock Juggernaut
The Wall Street Journal96d agoneutral
What’s Next for the Chip-Stock Juggernaut

Welcome to the great chip-stock melt-up of 2026. Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled. And the S&P 500’s semiconductor companies have added roughly $3.