Memory and storage stocks like SanDisk, Micron, and Western Digital surged between 8-10% after a sharp selloff triggered by political concerns over U.S. data center construction restrictions that could slow AI spending. Despite recent earnings beats, fears of regulatory hurdles caused a major drop in chip stocks. Analysts note that supply shortages and low valuation multiples offer some protection, but ongoing political developments in data center policies remain a key risk. Investors are advised to watch upcoming earnings and policy news closely as the sector recovers.
Following the rebound in memory and storage stocks, SanDisk leads gains on Pluang with a 10.87% rise to USD 894.12 as of Nov 06, 2026 21:21 WIB. Western Digital also climbs 9.13% to USD 292.06, while Micron advances 7.10% to USD 703.00. Typical hold times vary, with Micron held for 51 days and SanDisk for 18 days, reflecting differing investor strategies amid ongoing sector volatility.
Sandisk Corporation's stock is rated Hold following a 56% decline, trading below 5 times earnings. The company faces challenges as NAND price increases slow and second-half volume is expected to underperform consensus estimates. To meet expectations,...
Semiconductor stocks including Micron, Sandisk, and SK hynix have faced a sharp sell-off driven by negative sentiment after the election. Despite policy uncertainties, the long-term outlook remains positive due to ongoing AI infrastructure developmen...
Sandisk Corporation reported robust Q1 2027 results, beating expectations with $11 billion in revenue and $49.51 earnings per share. Despite strong fundamentals, including a record $88.9 billion in remaining performance obligations and secured long-t...
Chip stocks including Sandisk, AMD, Micron, Western Digital, Seagate, Intel, and Nvidia saw sharp declines, with Sandisk down 20% and others falling over 15%. This selloff pushed the Nasdaq Composite toward its worst day since April 2025. Investors a...
SanDisk shares fell 7%, with Micron and Western Digital down 5% each, following a Democratic lawmaker's call to pause advanced AI development and regulate the industry. This political move threatens the AI-driven demand for memory and storage product...
