Memory stocks lose momentum despite strong earnings

Sandisk, Micron, Seagate and Western Digital were among the H1 stock-market winners on insatiable AI build-out demand, but according to the report memory stocks have now lost their mojo, with strong earnings failing to help.

• AI euphoria fades as chip stocks slump nearly 9% in a week2026-10-16
• Prediction: an AI memory stock to soar after Sept. 302026-09-13
• Kioxia warns flash price surge is slowing; outlook misses2026-10-30
• Sandisk Posts Strong Results, Upbeat Outlook on AI Demand2026-10-29
• Western Digital raises dividend, gives solid outlook on AI demand2026-10-22