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.
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.
Western Digital Sells $3B Sandisk Stake at Discount to Cut Debt
Western Digital is selling about $3.1 billion worth of Sandisk shares at a discount to reduce debt before a tax deadline.
Seagate Stock Surges on AI-Driven Data Storage Boom
Seagate Technology (STX) beats Q2 expectations and forecasts strong Q3 growth as AI demand drives data storage needs. Stock hits new highs with 35% YTD gains.