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Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand
Key takeaways
- Micron's contracts carry roughly $22B in customer cash deposits and take-or-pay terms, treating memory as a strategic bottleneck rather than a commodity.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut.
- The MU stock rally is dragging the entire memory and storage complex higher.
Micron Soars 17%, San Disk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand David Moadel Thu, June 25, 2026 at 8:20 PM GMT+7 4 min read MU SNDK WDC Quick Read Micron Technology (MU), San Disk (SNDK), and Western Digital (WDC) shares jumped after Micron locked in $100B of contracted AI memory revenue across 16 multi-year customer agreements.
Micron's contracts carry roughly $22B in customer cash deposits and take-or-pay terms, treating memory as a strategic bottleneck rather than a commodity.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
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