AI-related stocks have surged unevenly across four key sectors: semiconductor memory, HDD storage, semiconductor equipment, and AI computing platforms. Micron and SK hynix lead with strong memory demand but face concerns over peak profits. HDD makers Seagate and Western Digital saw big gains but also steep corrections due to hyperscaler demand risks. Semiconductor equipment firms like Applied Materials and Lam Research show potential recovery despite recent stock drops, supported by expected industry spending growth. Nvidia, TSMC, Amazon, and Meta remain relatively stable, reflecting investor confidence in their AI infrastructure roles. Investors should focus on companies with sustainable earnings growth rather than just those with large price declines.
Micron Technology, a leader in semiconductor memory, is trading at USD 882.85, down 3.37% on Pluang. Seagate and Western Digital, key HDD makers, have seen steeper declines of 9.28% and 9.67% respectively. As of Oct 26, 2026 08:01 WIB, these shifts highlight the volatility in AI-related tech stocks on Pluang.
Micron Technology's stock is gaining strong bullish support from Wall Street, driven by its strategic focus on 3D DRAM memory technology and the growing demand for AI-related memory products. Analyst Matt Bryson from Wedbush reiterated an 'Outperform...
Micron Technology retains a Strong Buy rating due to robust guidance including 22% sequential weekly revenue growth and expected margin improvements starting fiscal 2027. The company announced a $35.16 billion share buyback authorization, backed by s...
SK Hynix halted plans for a U.S. IPO of its Solidigm flash-memory unit, citing market volatility and regulatory concerns in South Korea. Despite scrapping the IPO, SK Hynix shares rose about 4%, outperforming peers like Micron and SanDisk. The compan...
Memory stocks, including SanDisk, Western Digital, and Micron, are experiencing sharp declines, with SanDisk down 8%, Western Digital 7%, and Micron 6%. The selloff is driven by concerns over increased competition from Chinese memory makers and worri...
Micron Technology has decided to bypass the 4F² DRAM architecture in favor of 3D technology, citing limitations in scaling and cost with 4F². Wedbush analysts highlight Micron's strong manufacturing progress, including early adoption of advanced tech...
