Bernstein Sets $1,250 Price Target on SanDisk Amid NAND Price Surge
SanDisk surged after Bernstein raised its price target to the highest level on Wall Street and sharply boosted earnings estimates, driven by strong NAND memory prices and AI demand.
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Morgan Stanley: Memory Selloff is Healthy – Strength Will Last Longer
Morgan Stanley analyst says the recent drop in memory stocks is a healthy pullback. Memory supply remains the key constraint for AI growth, with strong cash flow expected to drive Micron and other stocks higher.
Memory Stocks Dive as Google Unveils AI Algorithm That Cuts Memory Needs
Memory giants Sandisk, Micron, Seagate and Western Digital plunged after Google Research unveiled TurboQuant — an AI algorithm that slashes memory needs by 6x with zero accuracy loss.
"We Either Build Terafab or We Don't Have the Chips": Musk's Massive Austin Fab to Deliver 1 Terawatt of Compute Yearly
Elon Musk announces Terafab, a $20-25B Tesla-SpaceX-xAI joint venture to build the world's largest chip fab in Austin, targeting 1 terawatt of AI compute yearly for robots, cars, and space.
Micron Crushes Records with $23.86B Q2 Revenue and Stuns Wall Street with $33.5B Q3 Forecast as AI Memory Boom Accelerates
Micron posted blockbuster Q2 2026 results with $23.86B revenue and $12.20 EPS. The company guided Q3 revenue at $33.5B amid explosive AI memory demand, with 81% gross margin outlook and 30% dividend increase.
Micron Stock Rockets as It Completes Taiwan Factory Buy and Fast-Tracks Second AI Chip Plant
Micron just completed a huge Taiwan factory buy and announced a second site by late 2026. Shares soared, lifting other memory stocks too.