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They cite conversations with business leaders including Nvidia CEO Jensen Huang about options for working around the DRAM bottleneck, including \"de-speccing,\" or reducing memory capacity on some products. But this is all taking place against a supply-constrained backdrop, the analysts write, adding that the main risk to the memory cycle is an overall deceleration in AI itself. Barring that, the demand for memory will prove resilient, they say, and even if customers \"despec\" in the near term due to supply constraints, \"more supply will be very easily absorbed as we respec to higher levels.\"","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1803068979.SGD","EMSF","LU1868836757.USD","RULE","LU0056508442.USD","SG9999015978.USD","LU0238689110.USD","LU0323591593.USD","LU2168564149.EUR","LU2403377893.USD","LU2896262040.SGD","MUU","CNAV","IE00B5949003.HKD","LU2756315664.SGD","CHPS","QQQG","SGXZ81514606.USD","FAI","LU0417517546.SGD","LU1720051108.HKD","FTXL","MUZ","EGGY","PSI","IE00BK4W5L77.USD","LU0353189680.USD","LU0943347566.SGD","XNTK","MUG","LU0719512351.SGD","LU1629891620.HKD","WLDR","MU","LU2102340556.USD","LU2250418816.HKD","LU0820561818.USD","LU0787776722.HKD","LU1989764664.SGD","LU2054465674.USD","SNDC","LU1323610961.USD","IXN","LU0708995401.HKD","LU0964807845.USD","LU1267930813.SGD","LU2360107168.USD","JGRO","IE00B7SZLL34.SGD","BK4170","LU1868837136.USD","LU2063271972.USD","LU0889565833.HKD","EFIV","LU1674673428.USD","LU1316542783.SGD","LU1548497426.USD","MUYY","SOXX","TMSL","LU0642271901.SGD","LU1861215975.USD","LU1861220033.SGD","LU0082616367.USD","LU2471134796.USD","SNDK","LU2211815571.USD","SHOC","MULL","SCHM","IE0009356076.USD","LU0820561909.HKD","LU0859254822.USD","BK4141","WUGI","IE00B19Z3B42.SGD","LU2168564222.USD","LU2931357623.SGD","LU0320765059.SGD","LU0109391861.USD","IE00BWXC8680.SGD","LU2458330243.SGD","LU2286300806.USD","LU0154236417.USD","LU0256863902.USD","AIS","COWG","LU1145028129.USD","LU1778281490.HKD","LU2471134952.CNY","LU2543165471.USD","LU1914381329.SGD","LU0210536198.USD","LU2023250330.USD","SG9999015952.SGD","BK4605","SCHA","IE00B19Z3581.USD","FDTX","SMH","VGT","LU0157215616.USD","IE00BSNM7G36.USD","LU0672654240.SGD","FXL","LU0127658192.USD","LU2089985449.USD","CHPX","BK4543","LU2860962120.EUR","SOXQ","BK4527","LU1551013425.SGD","LU0133085943.USD","IE00BJLML261.HKD","LU2048586759.USD","GB00BDT5M118.USD","LU2471134879.HKD","LU0096364046.USD","IE00BKDWB100.SGD","LU1267930730.SGD","LU1366333091.USD","BK4553","SNDQ","LU0054578231.USD","LU2357305700.SGD","BK4585","LU0683600562.USD","BAI","IE0034235303.USD","IE00BK4W5M84.HKD","SNXX","LU0109392836.USD","SG9999015945.SGD","LU1280957306.USD","CGGO","FSMD","LU0274383776.USD","LU2213496289.HKD","SNDU","LU0963586101.USD","SGXZ99366536.SGD","LU1720051017.SGD","LU1674673691.USD","SGXZ51526630.SGD","XLK","LU2168564495.EUR","BK4575","IETC","SMU00main","BK4588","IE00B1XK9C88.USD","LU0820562030.AUD","LU1868836914.USD","LU2168563687.JPY","BK4512","LU2471134523.USD","LU1868837300.USD","TRFK","FCUS","SNDG","FTEC","LU0689472784.USD","LU1989764748.USD","LU1868836591.USD","LU0256863811.USD","LU2750360997.AUD","LU1551013342.USD","BOBP","LU0061475181.USD","LU0097036916.USD","LU0203345920.USD","LU2756315318.SGD","AIQ","PTF","LU2458330169.SGD","SG9999015986.USD","BK4532","LU0353189763.USD","LU2290526834.HKD","LU2360106780.USD","TTXU","LU1852331112.SGD","LU2168564065.EUR","BK4566","MIC","LU2750360641.GBP","LU2087625088.SGD","SG9999001424.SGD","LEGR","LU0234570918.USD","LU0203347892.USD","LU0640476718.USD","LU0081259029.USD","LU0889566641.SGD","OPTZ","IE0002270589.USD","HBMX","USXF","AIFD","BK4579","LU0792757196.USD","IE000M9KFDE8.USD","BK4533","BK4554","LU2357627491.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673170701","title":"SanDisk Corp (SNDK) Receives a Rating Update from a Top Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2673170701","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673170701?lang=en_us&edition=fundamental","pubTime":"2026-10-05 20:45","pubTimestamp":1791204355,"startTime":"0","endTime":"0","summary":"In a report released today, Mark Newman from Bernstein maintained a Buy rating on SanDisk Corp, with a price target of $3,000.00. According to TipR...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/sandisk-corp-sndk-receives-a-rating-update-from-a-top-analyst-blurbs-news-9?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/sandisk-corp-sndk-receives-a-rating-update-from-a-top-analyst-blurbs-news-9?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU2543165471.USD","FCUS","QQQG","COWG","SNDK","FSMD","TMSL","SNXX","SCHA","PTF","LU1861220033.SGD","SNDG","LU2063271972.USD","LU0963586101.USD","OPTZ","LU1861215975.USD","SNDC","LU2360107168.USD","SNDQ","LU0054578231.USD","DISK","SNDU","LU2290526834.HKD","BK4170","CNAV","SCHM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673779597","title":"Micron vs. SanDisk: As AI Data Center Boom Continues to Heat Up, Which Memory Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2673779597","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673779597?lang=en_us&edition=fundamental","pubTime":"2026-10-05 08:00","pubTimestamp":1791158400,"startTime":"0","endTime":"0","summary":"Within the AI data center supply chain, memory and storage are irreplaceable. AI accelerators require high-bandwidth memory to transfer data, while training and inference systems rely on high-capacity DRAM and enterprise SSDs to store models, data, and intermediate results. Among key players, Micron (MU) maintains a presence across DRAM, HBM, and NAND, whereas SanDisk (SNDK) places its main bet on NAND flash memory and enterprise data center storage. While both companies benefit from AI storage demand, what investors ultimately need to determine is whether the better allocation choice is a diversified platform or a pure-play NAND cyclical stock offering higher elasticity.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262199207-micron-vs-sandisk-ai-storage-supercycle-investment-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2087625088.SGD","LU2750360641.GBP","FTXL","SOXX","IE00BSNM7G36.USD","RULE","SHOC","LEGR","IE0009356076.USD","LU1267930813.SGD","LU2471134952.CNY","IE00BKDWB100.SGD","LU0256863902.USD","BK4532","LU2896262040.SGD","BK4554","LU0081259029.USD","SGXZ81514606.USD","SG9999015952.SGD","LU0640476718.USD","LU1989764664.SGD","LU2290526834.HKD","FSMD","IE00BJLML261.HKD","LU0820561818.USD","IE00BWXC8680.SGD","LU0889566641.SGD","LU2168564222.USD","SGXZ51526630.SGD","WUGI","FXL","LU2213496289.HKD","BK4533","CGGO","LU1803068979.SGD","BK4553","LU2054465674.USD","MIC","BK4605","LU0708995401.HKD","PSI","IE00BK4W5M84.HKD","LU2168564149.EUR","LU1868836757.USD","LU0353189763.USD","LU1861220033.SGD","SGXZ99366536.SGD","LU0054578231.USD","CHPS","SG9999001424.SGD","IXN","WLDR","LU2089985449.USD","MUG","SNDK","LU0234570918.USD","LU2458330243.SGD","LU0683600562.USD","LU1145028129.USD","EMSF","LU1267930730.SGD","LU2250418816.HKD","FTEC","GB00BDT5M118.USD","FCUS","QQQG","BK4527","LU0719512351.SGD","FDTX","LU2860962120.EUR","BK4141","LU2357627491.SGD","IE0002270589.USD","LU1868837300.USD","LU0964807845.USD","SMU00main","LU2931357623.SGD","LU0256863811.USD","LU0323591593.USD","LU1548497426.USD","COWG","IE00B19Z3581.USD","AIQ","SCHM","LU0203347892.USD","LU2756315318.SGD","LU0061475181.USD","LU0154236417.USD","LU0096364046.USD","LU0109391861.USD","SG9999015945.SGD","FAI","LU0689472784.USD","LU2286300806.USD","MUYY","LU2543165471.USD","IE00B1XK9C88.USD","BK4585","LU0203345920.USD","LU1280957306.USD","LU2360106780.USD","LU1720051017.SGD","JGRO","LU1674673428.USD","LU0238689110.USD","LU2403377893.USD","LU2211815571.USD","LU0127658192.USD","AIS","LU0792757196.USD","LU0097036916.USD","USXF","TTXU","LU1551013425.SGD","MUU","LU0210536198.USD","LU1366333091.USD","EGGY","BK4512","LU0820562030.AUD","LU0963586101.USD","LU2357305700.SGD","LU2471134879.HKD","AIFD","BK4588","LU2458330169.SGD","XLK","LU0642271901.SGD","XNTK","LU0820561909.HKD","SCHA","VGT","LU0109392836.USD","TMSL","IE00B5949003.HKD","LU1868836591.USD","SG9999015986.USD","IE00B19Z3B42.SGD","LU0082616367.USD","LU1674673691.USD","MUZ","MU","OPTZ","SNDU","SG9999015978.USD","LU1868837136.USD","LU0787776722.HKD","LU1914381329.SGD","LU0320765059.SGD","BOBP","IE0034235303.USD","LU2471134796.USD","LU1551013342.USD","LU0859254822.USD","BK4566","LU1868836914.USD","IE00BK4W5L77.USD","LU1720051108.HKD","LU2048586759.USD","LU0133085943.USD","CHPX","LU2023250330.USD","SNDG","IE000M9KFDE8.USD","LU0353189680.USD","LU1861215975.USD","BK4575","LU2168564495.EUR","LU1323610961.USD","LU0672654240.SGD","LU2750360997.AUD","BK4170","IETC","IE00B7SZLL34.SGD","LU0274383776.USD","LU0417517546.SGD","LU2102340556.USD","SOXQ","LU1852331112.SGD","CNAV","LU0157215616.USD","SNDC","SNXX","LU1989764748.USD","TRFK","LU2063271972.USD","LU2756315664.SGD","LU2168563687.JPY","PTF","EFIV","SNDQ","LU2360107168.USD","LU0889565833.HKD","LU2471134523.USD","LU0056508442.USD","LU2168564065.EUR","LU1316542783.SGD","SMH","LU1629891620.HKD","BAI","LU0943347566.SGD","BK4543","LU1778281490.HKD","BK4579"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672773942","title":"Nvidia and 3 AI Infrastructure Stocks Backed by Big R and D Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2672773942","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672773942?lang=en_us&edition=fundamental","pubTime":"2026-10-04 22:12","pubTimestamp":1791123144,"startTime":"0","endTime":"0","summary":"Big, highly efficient companies are back in the spotlight after fresh research on how a small group of giants drives most productivity gains and pours more into R&D than many governments. That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just 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P.m. 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At the sector level, AI hardware stocks plummeted, with chip, memory, and optical communications stocks all suffering sell-offs. Among them, SK Hynix (SKHY) fell 6.20%, SanDisk (SNDK) dropped 6.05%, and Micron Technology (MU) slid 4.22%. Qualcomm (QCOM) fell 6.71%, Intel (INTC) dropped 6.18%, AMD (AMD) slid 5.37%, Marvell Technology (MRVL) declined 4.81%, and Corning (GLW) fell 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