8 Min Read
Micron guided to $61.5B in first-quarter revenue and said supply will stay tight into 2028. But its 86.25% margin guidance fell short of investor expectations; the stock slipped 0.8% after hours, and SanDisk and Western Digital edged lower.
MU · Since The Event− 15.15%Read7 Min Read
OpenAI introduced GPT-6 Astra, which can work for hours unattended, on September 3. Four days later memory makers flew in Seoul, bought by foreign and institutional investors and sold by retail.
10 Min Read
Western Digital beat estimates, guided above consensus, and fell 16%. SanDisk posted a record margin and fell 11%. What the market sold was not the quarter — it was the slope of the price curve behind it.
SNDK · Since The Event− 7.03%Read10 Min Read
China's largest memory chipmaker began trading in Shanghai on July 27 in a record IPO and closed its first session up 466%. Seven days later came word that it was negotiating a second plant in Beijing, and the entire memory shelf, from Micron to Seagate, sold off.