Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology MU) and SanDisk SNDK) delivering extraordinary rallies. Over the last month, Micron shares are up nearly 20%, with SanDisk stock rising over 25%. Year to date, SNDK has skyrocketed almost 700%, with MU spiking more than 270%, as tight memory supply, rising prices, and booming AI demand have dramatically improved their profitability. Both stocks have rebounded sharply over the last week as investors returned to AI-related semiconductor names.
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