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Micron and SanDisk stocks surge after Microsoft's blockbuster earnings report

Microsoft's $90B Q4 revenue and 43% Azure growth sent Micron and SanDisk shares rallying, with ripple effects reaching AI-adjacent crypto tokens.

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cnbc.com

cryptobriefing.com

benzinga.com

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AI · summaries

cryptobriefing.comStai leggendo7 h fa

Micron and SanDisk stocks surge after Microsoft's blockbuster earnings report

Microsoft's $41B Q4 capex and Azure 43% growth pushed demand for HBM and NAND flash; Micron and SanDisk stocks surged 200% YTD. The $175B 2026 AI infrastructure spend confirms sustained memory demand, but supply risks loom if capex slows.

originale

benzinga.com7 h fa

AMD Stock Jumps as Microsoft, Samsung Earnings Reignite AI Chip Trade - Advanced Micro Devices (NASDAQ:AM

Advanced Micro Devices shares are bouncing back Thursday as blowout results from Microsoft, Lam Research, and Samsung lift chip stocks.

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Timeline cronologica

giovedì 30 luglio 2026·cnbc.com
AMD and Micron surge, Lam Research climbs 20% as chip stocks rip higher
Strong earnings from Lam Research, Microsoft and Arm boosted hard-hit semiconductor stocks.
giovedì 30 luglio 2026·cryptobriefing.com
Micron and SanDisk stocks surge after Microsoft's blockbuster earnings report
Microsoft's $90B Q4 revenue and 43% Azure growth sent Micron and SanDisk shares rallying, with ripple effects reaching AI-adjacent crypto tokens.

Micron and SanDisk stocks surge after Microsoft's blockbuster earnings report

AMD Stock Jumps as Microsoft, Samsung Earnings Reignite AI Chip Trade - Advanced Micro Devices (NASDAQ:AM

Timeline cronologica

AMD and Micron surge, Lam Research climbs 20% as chip stocks rip higher

Micron and SanDisk stocks surge after Microsoft's blockbuster earnings report

AMD and Micron surge, Lam Research climbs 20% as chip stocks rip higher

AMD Stock Jumps as Microsoft, Samsung Earnings Reignite AI Chip Trade - Advanced Micro Devices (NASDAQ:AM

Microsoft, Micron, Nvidia each gain over $100B in market cap amid tech demand