DRAM ETF Records Biggest Daily Outflow as AI Bubble Fears Rise
The DRAM ETF is seeing substantial outflows, with its price falling to the lowest level in months as top stocks continue falling.
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Why Micron and Sandisk Stocks Are Surging Monday
Sandisk jumped 7.56% and Micron gained 5.13% as investors bought the pullback in tech and memory shares. Get full market analysis
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Why Sandisk Stock Shot Higher Today
Sandisk stock surged 7.9% on Monday following news that Nvidia is standardizing its custom NVHBM (high-bandwidth memory) technology across major memory chip suppliers including Samsung, Micron Technology, and SK Hynix. This development suggests sustained AI chip demand and benefits memory chipmakers through lower power consumption, higher bandwidth, and additional compute capacity. Sandisk is trading at attractive valuations of 19x earnings and 6x forward earnings.
Why Micron Stock Bounced on Monday
Micron stock rebounded 4% on Monday after falling nearly 15% the previous week due to competition concerns from Chinese chipmaker ChangXin Memory Technologies. The recovery was driven by Dell CEO Michael Dell's prediction of worsening memory shortages in 2027, which would support higher memory prices and profit margins. Wall Street analysts from Mizuho and KeyBanc also issued bullish outlooks on memory stocks, citing strong demand for agentic AI and expected NAND price increases throughout 2027.
Not Nvidia. Not Micron. This Artificial Intelligence (AI) Chip Stock Has the Most Upside Through 2030.
The article argues that Taiwan Semiconductor Manufacturing (TSMC) offers better long-term AI investment potential than Nvidia and Micron through 2030. While Nvidia faces competition from custom chips developed by hyperscalers and Micron faces cyclical memory market pressures, TSMC benefits from its foundry position serving all chip architectures. TSMC's Q3 earnings showed 41% YoY revenue growth with 66.4% gross margins, positioning it to capitalize on the broader evolution of AI workloads beyond just training models.