Micron (MU) and SNDK just blew

Micron (MU) and SNDK just blew past 10%, crushing the market's volatility as capital swings back into the AI infrastructure trade. Morgan Stanley just jacked Micron's price target from $350 to $450, slapping an Overweight rating on it and pointing to the HBM4 capacity ramp as the big catalyst. SNDK's surge shows the storage sector's momentum is still firing, riding the AI data‑center buildout wave.

Key takeaway: the AI‑driven memory boom is making MU a sweet pick, with the $450 target looking doable if the HBM4 rollout stays on track. Keep an eye on supply‑chain updates and demand from data‑center builds to gauge next moves.

SanDisk Beats but Falls 4% Post-Earnings: Classic Sell the News?

SanDisk (SNDK) delivered above-consensus Q3 revenue and earnings, yet shares dropped 4.42% after hours in a textbook sell-the-news reaction — Seagate's outperformance had already fueled a sustained storage sector rally, raising the bar significantly and pricing in the beat ahead of results. The AI storage demand narrative remains intact. But is SNDK's post-earnings decline a short-term shakeout or an early sign of trend reversal — and would a drop below $1,000 represent a buy signal?

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