Sandisk Corporation

Micron Technology, Inc.

A bank analyst says investors should ignore the information noise around the memory market

Mizuho recommended buying Micron and Sandisk shares on the downturn. He doesn't see Google as a threat

Alphabet Inc.

MICRON SOLUTIONS INC

Samsung Electronics Co., Ltd.

SK hynix Inc.

Micron shares fell more than 7%, SanDisk lost more than 10%, but analysts believe the market reaction is excessive

Shares of memory makers in the U.S. and Asia fell due to Google's new development

NVIDIA Corporation

Advanced Micro Devices, Inc.

Broadcom Inc.

Quotes for chipmaker Nvidia jumped nearly 8% on Friday, February 6. That's the strongest increase in nine months, according to Dow Jones Market Data <a href="https://www.marketwatch.com/story/nvidias-stock-shoots-toward-best-day-since-april-as-tech-sector-rebounds-7211f5bd">cited</a> by MarketWatch. Investors have started actively buying up securities of companies that could benefit from the colossal spending that tech giants have promised to devote this year to infrastructure for artificial intelligence. Friday's rally ended Nvidia's longest losing streak since Sept. 3, when the stock fell in price for five consecutive trading sessions due to a general market sell-off.

Nvidia has its best growth since April. It could be the beneficiary of Big Tech's giant spending spree

The memory deficit and AI boom have made the stock one of the most popular in the S&amp;P 500 lineup

Sandisk's earnings forecasts impressed the market. Its shares have gained 1400% in almost a year

Western Digital Corporation

Seagate Technology Holdings plc

Bloomberg suggests that this is still a correction, not a trend for now

Shares of memory makers have collapsed after a rally. Is it worth buying them on a downturn?

Shares of Sandisk, which manufactures flash memory for data storage, jumped 27.6% on Tuesday, January 6, reaching a record high of $349.6. This was the company's best intraday growth since February 2025, <a href="https://www.bloomberg.com/news/articles/2026-01-06/sandisk-s-1-000-rally-is-turbocharged-by-nvidia-ceo-s-remarks">according to</a> Bloomberg.

The growth leader of 2025 rose 27% in a single session. How did the head of Nvidia help him?

Robinhood Markets, Inc.

Warner Bros. Discovery, Inc.

Palantir Technologies Inc.

The leader of the American stock market brought investors more than 500% over the year. 

Sandisk, Palantir, and Lululemon: The Best and Worst Stocks in the S&amp;P 500 in 2025 

PTC Therapeutics, Inc.

Strategy Inc

Quotes of chipmaker SanDisk <a href="https://finance.yahoo.com/quote/SNDK/">jumped</a>&nbsp;in extended trading yesterday, November 24, and early today, November 25. The rally followed <a href="https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20251124-1480959/1480959_ipg-pinc-hbi-56.pdf">news</a>&nbsp;that the company will leave the S&amp;P SmallCap 600 index on Friday, November 28, to join the S&amp;P 500. SanDisk received an independent listing only in February. Since then, its shares have risen more than 500%, with its market capitalization approaching $33.3 billion. This is why investment bank Stephens <a href="https://www.marketwatch.com/story/the-s-p-500s-next-addition-could-be-this-red-hot-tech-stock-e8374457?mod=home_lead">calls</a>&nbsp;it an “elephant” in the small-cap index.