MU, SNDK, STX, WDC: Beaten-Down Memory Stocks Extend AI Rebound Ahead Of Tech Earnings

Yahoo Finance · 2026-07-21

Micron stock gained 6.4% in Tuesday’s premarket, while SanDisk shares rose nearly 9%.Analysts and companies have consistently maintained that memory demand will remain strong for the next several years.Stocktwits sentiment was ‘bullish’ for MU and SNDK and ‘bearish’ for WDC and DRAM.Memory chip stocks advanced sharply in early premarket trading on Tuesday, extending gains from the previous session, in a sign investors are betting on upbeat results from tech majors over the next two weeks that could reinvigorate the AI trade.Micron stock gained 6.4%, while SanDisk shares rose nearly 9%. Western Digital and Seagate stocks gained 6.6% and 5.5% respectively, while SK Hynix’s U.S. listed shares were up 7.3%. The Roundhill Memory ETF (DRAM) rose 6.3% as well. The move comes after a rebound in memory chip stocks on Monday, the start of the week where tech majors like Intel and Alphabet will report their quarterly earnings. Memory chip companies, barring Micron, will report towards the end of the results cycle, likely next month. Memory ReboundThe rebound follows weeks of heavy selling in high-flying memory stocks and the broader semiconductor sector, as investors booked profits and rotated some funds back into Big Tech and software names.The sell-off was exacerbated by growing uncertainty over whether hyperscalers would continue to invest the massive sums in AI development they had committed at the start of the year. Analysts and companies have consistently maintained that memory demand will remain strong for the next several years. Even so, signs that the sector’s blistering rally may be cooling had emerged as a growing concern for investors.Retail View On Memory StocksOn Stocktwits, the retail community was ‘bullish’ on MU and SNDK and ‘bearish’ on WDC and DRAM.“$DRAM $SKHY $SSNLF Can you say......parabolic??” a user wrote, describing the premarket move. Another wrote: “Today's buys. $INTC, $MU, and $SNDK i thought it was time and everyone was panic selling so. When everyone was fearful I bought.”Investors would now turn to Intel’s results on Thursday and SK Hynix’s on July 29 for further cues on the chip trade. For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: INTC Stock Rises Premarket: Chipmaker Reportedly Plans Data Center Layoffs, Could Unveil Details At Earnings This Week

AI 시장 분석

Memory semiconductor stocks, including MU surging 6.4% and SNDK rising 9%, are showing strength due to expectations of recovering AI demand. This follows a period of excessive selling and improved investor sentiment ahead of tech earnings. Future earnings reports from Intel and SK Hynix will be key variables in determining the direction of the semiconductor sector.

상승 영향

Semiconductors — Dominant projections suggest strong memory demand for AI infrastructure will persist for years. The sharp rise in stocks like MU and SNDK reflects the market's recognition of the sector's undervalued status.

하락 영향

Data Centers — Uncertainty remains regarding workforce reductions at certain firms and the sustainability of hyperscaler investments. This may exert short-term downward pressure on the profitability of associated infrastructure companies.

DYAX 전담 분석

The market is anticipating a robust recovery in memory demand driven by AI infrastructure expansion. Recent price movements indicate a shift in sentiment, suggesting that investors are re-evaluating the sector after a significant pullback. Attention is now focused on upcoming corporate guidance, which will likely dictate the short-term trajectory for semiconductor equities.

AI가 생성한 분석으로 투자 자문이 아닙니다.

DYAX Investor Sentiment

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