Sandisk stock slides on outlook as memory names come under scrutiny

Sandisk's guidance drew a negative market reaction, with the stock sinking despite being one of the stronger performers of the past year, according to reports from Yahoo Finance and The Motley Fool. The move comes alongside broader debate about memory pricing. Separate commentary noted Micron has surged 207% this year and warned that a deceleration in memory price increases could test investor expectations. Other analysis pointed to Korean memory makers as alternative exposure to hyperscaler AI infrastructure spending, which one report put at more than $700 billion in 2026.