Yahoo Finance and Invezz both cover Wednesday's memory-stock rally but give different figures for Western Digital's gain and point to different primary drivers.
What all sources agree on
- SK Hynix stock rose about 8% on the day.
- SanDisk shares climbed sharply (Yahoo Finance says 8%, Invezz says more than 7%).
- Micron Technology stock rose about 6%.
- Micron executive vice president and chief business officer Sumit Sadana said at the KeyBanc Capital Markets Technology Leadership Forum that 2027 is expected to be even tighter than 2026.
- Nvidia's potential Rubin Ultra chip changes (using less memory per chip but more chips overall) were cited as a factor that could still raise total HBM demand.
Where the reports disagree
1Western Digital's percentage stock gain
Western Digital (NASDAQ:WDC) stock is gaining 4% to $457.
Western Digital advanced over 6%.
What would settle it: Closing/intraday exchange price data for WDC on the trading day in question.
2Primary catalyst for the rally
Memory and storage stocks are rallying sharply Wednesday morning as fresh catalysts stack on top of an already tight supply picture… a report that Singapore's sovereign wealth fund Temasek is planning direct investments in Samsung Electronics and SK Hynix lifted the KOSPI overnight and rippled into U.S.-listed memory names.
Memory and storage stocks surged on Wednesday as fresh results and upbeat forecasts from CoreWeave and Super Micro Computer reassured investors that spending on artificial intelligence infrastructure remains strong.
What would settle it: Trading-desk or exchange commentary time-stamping the rally's start relative to the Temasek report, CoreWeave/Super Micro earnings releases, and Intel CEO comments.
What to make of it
Treat the roughly 6-8% moves in SK Hynix, SanDisk, and Micron as established across both reports, but do not cite a single figure for Western Digital's gain or a single named catalyst until the two accounts are reconciled against exchange data.
Treat the roughly 6-8% moves in SK Hynix, SanDisk, and Micron as established across both reports, but do not cite a single figure for Western Digital's gain or a single named catalyst until the two accounts are reconciled against exchange data.