Micron vs Sandisk

Micron Appoints Deirdre Hanford to Lead Micron Research Labs

Micron Appoints Deirdre Hanford to Lead Micron Research Labs (September 15, 2026). Also announced: Micron Advances Memory Innovation With the World's First Ultra-Dense Module for Next-Generation Servers (September 15, 2026).

Analyst Calls: Nvidia, SpaceX, Tesla, Apple, Chevron, Micron

CNBC rounded up Wednesday's most significant Wall Street analyst calls across major technology, industrial, and consumer companies. Morgan Stanley reiterated Microsoft as overweight, citing an increased dividend and attractive risk/reward. Seaport initiated Cava with a buy rating, highlighting brand awareness and growth potential. BTIG initiated American Bitcoin with a buy, noting its mining operations. Goldman Sachs reiterated Tesla as neutral, lowering Q3 delivery forecasts below consensus. UBS upgraded Union Pacific to buy, predicting strong volume growth. Deutsche Bank upgraded Anheuser-Busch InBev to buy, citing undervaluation on free cash flow yield. Citi reiterated Meta as buy with a positive catalyst watch ahead of Meta Connect. Morgan Stanley also reiterated Apple as overweight, seeing better-than-feared iPhone 18 demand. Bank of America reiterated buy ratings on Nvidia, Marvell, Broadcom, and Micron, maintaining a bullish stance on AI infrastructure semis.

• Morgan Stanley reiterated Microsoft as overweight, citing dividend increase to $0.98 per share.
• Goldman Sachs lowered Tesla's Q3 2026 delivery forecast to 435K from 490K.
• UBS upgraded Union Pacific to buy from neutral.

E.ON CEO Proposes Drone Protection for German Power Grid

In a weekly newsletter covering multiple German business topics, the lead story focuses on E.ON CEO Leonhard Birnbaum's proposal to enhance the protection of Germany's power grid infrastructure against sabotage. He suggests increased video surveillance of facilities and a more flexible use of drones. The newsletter also highlights a potential strike by 12,000 Micron employees in Taiwan, updates on the Bloomberg Billionaires Index, management changes at Puma, rising mortgage rates in Germany, the start of a podcast about Deutsche Bahn's CEO, and a feature on the booming secondary market for startup shares, including those of AI companies like OpenAI and Anthropic.

• E.ON CEO Leonhard Birnbaum proposes using drones and more video surveillance to protect Germany's power grid.
• E.ON owns about one-third of Germany's distribution network, roughly 700,000 kilometers of power lines.
• Around 12,000 Micron employees in Taiwan threaten to strike over profit-sharing.

GMIF 2026 speakers announced with Samsung, Sandisk, Solidigm

The 5th Global Memory Innovation Forum (GMIF2026) announced its keynote lineup, scheduled for September 23, 2026, in Shenzhen. Co-hosted by the Shenzhen Memory Industry Association and Peking University's School of Integrated Circuits, the forum focuses on 'The Future Built on AI Memory and Storage.' More than 18 global companies and institutions, including Morgan Stanley, Samsung Semiconductor, Sandisk, Solidigm, Silicon Motion, Arm, Lenovo, and others, will participate. The event will address memory and storage technology evolution, market strategy, AI deployment, and ecosystem collaboration, emphasizing the token economy and AI infrastructure. The exhibition will feature 39+ exhibitors and 300+ innovations across the memory and semiconductor stack. This announcement is relevant to the broader AI infrastructure and semiconductor ecosystem, which underpins many adtech and martech solutions.

• GMIF2026 will take place on September 23, 2026, at Renaissance Shenzhen Bay Hotel, Shenzhen.
• Co-hosted by Shenzhen Memory Industry Association and Peking University's School of Integrated Circuits.
• Over 18 companies and academic institutions will feature speakers, including Samsung Semiconductor, Sandisk, Solidigm, and Morgan Stanley.

Memory Stocks Press Summer Highs, Charts Signal Upside

CNBC Pro contributor Todd Gordon analyzes the technical setup for memory stocks, which are pressing against their summer highs. He highlights the DRAM ETF trading above $62 and notes relative strength against semiconductors, suggesting memory could lead the sector. Sandisk (SNDK) is identified as a standout leader, with a breakout above ~$1,900 anticipated. Gordon points to a forward P/E of 8.3x and a stabilizing multiple, indicating potential for re-rating. Sell-side reports from Susquehanna and UBS support bullish fundamentals, with UBS raising its 2027 HBM price growth forecast to ~79% YoY and Micron's capacity reportedly sold out. The article concludes with Gordon's intention to initiate a SNDK position and mentions upcoming presentations at Citi and Goldman Sachs events.

• DRAM ETF is trading above $62, pressing the top of its summer range.
• Sandisk (SNDK) stock is in a range since mid-July, targeting a breakout above ~$1,900.
• SNDK's next twelve months EPS is $214.10, yielding a forward P/E of 8.3x.

Four Memory Stocks Fuelled by AI Boom

Micron, Sandisk, Seagate and Western Digital have become top-performing stocks in 2026 as hyperscaler spending on AI data centers drove strong demand for memory and storage. The companies occupy different parts of the memory/storage stack: Micron is DRAM- and HBM-focused, Sandisk is a pure-play NAND supplier, and Seagate and Western Digital make cost-effective hard disk drives. Surging demand and supply constraints lifted pricing and profits, producing large multi-year returns; Sandisk has been the standout year-to-date. Micron says demand still outstrips its supply and has pursued long-term strategic customer agreements and a $10 billion research facility in Boise. Analysts argue HBM and other higher-performance memory types are becoming integral to AI infrastructure, reducing the historical commodity nature of memory. CNBC’s Investing Club disclosed it owns Micron and bought the stock on Aug. 11.

• Micron, Sandisk, Seagate and Western Digital are cited as four top-performing AI-related memory/storage stocks.
• Year-to-date performance cited: Sandisk ~575%, Micron ~240%, Seagate ~210%, Western Digital >170%.
• Since the start of 2025 performance cited: Micron ~920%, Western Digital ~820%, Seagate ~740%, Sandisk >4,300% (began trading independently Feb 2025).