$Micron Technology(MU)$ $SK hynix(SKHY)$ recently rebounded alongside the broader memory and semiconductor sectors after pulling back sharply from their recent highs. Both stocks surged around 18% on July 30, quickly recovering part of their earlier losses. The rally was mainly supported by improving market expectations for the memory supply outlook, as well as continued investment in AI infrastructure by major technology companies. From a fundamentals perspective, Micron’s latest results showed record revenue and earnings for the third quarter of fiscal year 2026. Management also provided a stronger outlook for the fourth quarter. However, a sharp one-day rebound does not ne