TLDR Micron and SanDisk have become two of the biggest beneficiaries of booming AI infrastructure spending. Micron shares are up nearly 20% over the past month and more than 270% in 2026, while SanDisk has gained over 25% in a month and almost 700% this year. Micron has exposure to HBM, DRAM and...
Memory actions for AI are experiencing one of the most intense rallies of 2026, with Micron and SanDisk driving the race of semiconductor-related technological titles. The drive comes from the growing demand for chips for artificial intelligence data centers, an industry that is rewriting the rules of the memory market. [...]