Semiconductor News & Analysis Feed
238 articles
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
The latest earnings for Micron (
MU
+1.18%
) didn't just show that the supercycle in memory chip stocks is still in session. Its third-quarter fiscal 2026 results showed that the biggest bulls underestimated the growth of the memory industry and that the supercycle is still in its early stages.
Even though Micron, Sandisk (
SNDK
+0.10%
), and other memory companies have mostly gone parabolic over
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools
David Moadel
Fri, June 26, 2026 at 6:29 AM PDT 4 min read
MU
+0.79%
SNDK
+10.89%
WDC
-2.02%
005930.KS
-4.42%
000660.KS
-3.28%
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Trading disclosure
Quick Read
MU, SNDK, and WDC dropped 7% Friday morning after surging over the past month, with today's pullback reading as profit-taking rather than a thesis-br
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) 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.
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The trio had ripped higher int
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
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Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
David Moadel
Thu, June 25, 2026 at 6:20 AM PDT 4 min read
MU
+11.23%
SNDK
+13.59%
WDC
+4.17%
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Trading disclosure
Quick Read
Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC) shares jumped after Micron locked in $100B of contracted AI me
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) stock are up 17% in early Thursday trading, changing hands near $1,229. The move follows a blowout fiscal Q3 2026 report the memory maker delivered Wednesday afternoon.
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The MU stock rally is dragging the entire memory and storage complex higher. SanDisk (NASDAQ:SNDK) stock is up 15% to roughly $2,213, and Western Digital (
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-24
biz.chosun.com
2026-06-24
Chosunbiz
By
Jeong Du-yong
Published 2026.06.24. 06:01
Updated 2026.06.24. 07:06
Patent diagram for a processing core integrating high-capacity, high-bandwidth storage memory registered with the United States Patent and Trademark Office (USPTO) by SanDisk./Courtesy of United States Patent and Trademark Office
High-bandwidth flash (HBF) technology developed by SanDisk in the United States is drawing renew
2026-06-24
www.investors.com
2026-06-24
Investor's Business Daily
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2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
At $2,184 for SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong, now have to catch up to the rally.
Video Muted
SanDisk is the standalone NAND flash pure play spun out of Western Digital in February 2025. Micron is the only U.S.-based DRAM a
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Buy, Sell, or Hold: SanDisk at $2,184 and Micron at $1,134
Vandita Jadeja
Tue, June 23, 2026 at 7:27 AM PDT 4 min read
MU
-13.18%
SNDK
-13.64%
NVDA
-4.13%
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Trading disclosure
Quick Read
SanDisk surged 4,586% and Micron 833% over the past year on AI memory demand, yet both stocks trade significantly above analyst consensus targets.
Micron's forward P/E of 10, a 30% divid
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher.
Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares are down 10% to
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips
David Moadel
Tue, June 23, 2026 at 6:27 AM PDT 4 min read
SNDK
-13.64%
DRAM
-14.25%
MU
-13.18%
WDC
-8.45%
NVDA
-4.13%
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Trading disclosure
Quick Read
SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record high
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
Micron and SanDisk slide in premarket trade after South Korean stock market rout
A nearly 10% crash in South Korea's KOSPI index dragged US memory chip stocks down in sympathy, raising questions about