Micron, Other Memory Stocks Surge. Markets Are Back in Risk-On Mode. -- Barrons.com

Dow Jones04-02

By Nate Wolf

Micron Technology and its memory and data-storage peers led the market higher on Wednesday. Investors are rotating back to momentum stocks after a brutal March.

Micron shares, which are leading the S&P 500, rose by 11%. Flash-memory rival Sandisk is close behind with a 10% gain. Data-storage duo Western Digital and Seagate Technology jumped by 10% and 7.6%, respectively.

The sharp moves signaled a return to large-cap momentum stocks as the second quarter got under way. The Invesco S&P 500 Pure Growth exchange-traded fund, which currently counts Sandisk and Micron among its top 10 holdings, rose by 3.2% Wednesday. That was a reversal from last month, when investors sold off tech stocks and picked up energy names in response to the Iran war.

Micron and Sandisk, plus Western Digital and Seagate, perfectly encapsulate momentum. All four were among the largest risers in the S&P 500 last year, jumping by triple digits as artificial intelligence boosted demand for memory chips and data storage.

Write to Nate Wolf at nate.wolf@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

April 01, 2026 13:13 ET (17:13 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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Data-storage duo <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> and Seagate Technology jumped by 10% and 7.6%, respectively. \n</p>\n<p>\n  The sharp moves signaled a return to large-cap momentum stocks as the second quarter got under way. The Invesco S&amp;P 500 Pure Growth exchange-traded fund, which currently counts Sandisk and Micron among its top 10 holdings, rose by 3.2% Wednesday. That was a reversal from last month, when investors sold off tech stocks and picked up energy names in response to the Iran war. \n</p>\n<p>\n  Micron and Sandisk, plus Western Digital and Seagate, perfectly encapsulate momentum. All four were among the largest risers in the S&amp;P 500 last year, jumping by triple digits as artificial intelligence boosted demand for memory chips and data storage. \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 01, 2026 13:13 ET (17:13 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron, Other Memory Stocks Surge. 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Data-storage duo <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> and Seagate Technology jumped by 10% and 7.6%, respectively. \n</p>\n<p>\n  The sharp moves signaled a return to large-cap momentum stocks as the second quarter got under way. The Invesco S&amp;P 500 Pure Growth exchange-traded fund, which currently counts Sandisk and Micron among its top 10 holdings, rose by 3.2% Wednesday. That was a reversal from last month, when investors sold off tech stocks and picked up energy names in response to the Iran war. \n</p>\n<p>\n  Micron and Sandisk, plus Western Digital and Seagate, perfectly encapsulate momentum. All four were among the largest risers in the S&amp;P 500 last year, jumping by triple digits as artificial intelligence boosted demand for memory chips and data storage. \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. 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Investors are rotating back to momentum stocks after a brutal March. \n\n\n  Micron shares, which are leading the S&P 500, rose by 11%. Flash-memory rival Sandisk is close behind with a 10% gain. Data-storage duo Western Digital and Seagate Technology jumped by 10% and 7.6%, respectively. \n\n\n  The sharp moves signaled a return to large-cap momentum stocks as the second quarter got under way. The Invesco S&P 500 Pure Growth exchange-traded fund, which currently counts Sandisk and Micron among its top 10 holdings, rose by 3.2% Wednesday. That was a reversal from last month, when investors sold off tech stocks and picked up energy names in response to the Iran war. \n\n\n  Micron and Sandisk, plus Western Digital and Seagate, perfectly encapsulate momentum. All four were among the largest risers in the S&P 500 last year, jumping by triple digits as artificial intelligence boosted demand for memory chips and data storage. \n\n\n  Write to Nate Wolf at nate.wolf@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. 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