Memory Chips

Micron Passed Its $41 Billion Test. The Stock Failed Anyway.

On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever…

3 weeks ago

SanDisk Was the S&P 500’s Best Stock of H1 2026. Now Comes the Hard Part

SanDisk ended the first half of 2026 as the best-performing stock in the S&P 500, up 858% — from a…

3 weeks ago

The Glut Scare: What Broke the AI Memory Trade — and What the Math Says

Thursday's selloff priced in an AI memory glut that, on every published construction timeline, does not exist yet. SanDisk closed…

3 weeks ago

Wall Street Doubled Its Micron Targets. June 24 Is the Test.

Micron walks into its fiscal third-quarter report on June 24 carrying something unusual for an earnings night: a stock that…

1 month ago

The AI Memory Crunch Reached Your iPhone. Sandisk and Micron Cashed In.

For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never…

1 month ago

The AI Memory Crunch Reached Your iPhone. Sandisk and Micron Cashed In.

For two years, the AI memory boom was a data-center story — a fight over high-bandwidth chips most consumers never…

1 month ago

SanDisk Stock: The $42 Billion AI Backlog Is Rewriting the NAND Cycle

SanDisk stock has already had the kind of run that usually ends an argument. On TECHi's live SNDK quote page,…

2 months ago