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26.03.26 - 16:20
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Sandisk Falls 8%, Micron Drops 5%: Are Analysts Right to Stay Bullish on Memory Stocks? (24/7 Wall St.)
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Sandisk (NASDAQ:SNDK) stock is down 8% in Thursday trading, with shares falling to around $623. Meanwhile, Micron Technology (NASDAQ:MU) stock is sliding roughly 5% to near $364, extending a brutal week for the memory sector. Both stocks have been under pressure all week. Sandisk stock has dropped 18% over the past five trading days, while ... Sandisk Falls 8%, Micron Drops 5%: Are Analysts Right to Stay Bullish on Memory Stocks?
The post Sandisk Falls 8%, Micron Drops 5%: Are Analysts Right to Stay Bullish on Memory Stocks? appeared first on 24/7 Wall St.....
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26.03.26 - 16:08
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Micron’s Future Hinges on 2 Emerging Challenges (24/7 Wall St.)
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Micron Technology (NASDAQ: MU) just posted one of the most impressive quarters in semiconductor history. Earnings surged 771% last quarter, revenue hit $13.64 billion in Q1 FY2026, beating estimates by 5.91%, and GAAP gross margins expanded to 56.0% from 38.4% a year earlier. The bull case is real. Yet two structural forces are now pressing ... Micron's Future Hinges on 2 Emerging Challenges
The post Micron's Future Hinges on 2 Emerging Challenges appeared first on 24/7 Wall St.....
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26.03.26 - 03:30
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Why Memory Stocks Crashed Today: TurboQuant Just Changed The Game With "Google′s DeepSeek Moment" (ZeroHedge)
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Why Memory Stocks Crashed Today: TurboQuant Just Changed The Game With "Google's DeepSeek Moment"
With stocks closing solidly in the green despite some painful wobbles during the day, one sector was a notable laggard: the same sector that had dramatically outperformed the S&P since memory prices soared last October: memory stocks, most notably MU and SNDK.
In his EOD wrap, Goldman tech specialist Peter Callahan wrote that while there wasn't that much actual "angst" out there, his clients complained of plenty of "sanity checking" on the sharp downward moves in memory stocks (MU / SNDK lower vs. OEMs higher) and especially "the 5 day slide in MU as Micron has underperformed the SOX by 20% in 5-days, starting with the company's blowout earnings report; that move ranks as the largest 5 days of underperformance relative to Semis/SOX since 2011.
What caused today's remarkable slump, which at one point saw Micron shares fall over 6% and Sandisk sliding 9% before...
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