Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind

Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concerns.

Western Digital's (WDC) February 2025 SanDisk divestiture insulates it from NAND pricing fears, making it the natural landing spot for capital rotating out of memory.

Morgan Stanley's overweight ratings on Micron and SanDisk frame the selloff as rotation, not a fundamental collapse in the memory super-cycle.

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Shares of Micron Technology (NASDAQ:MU) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.

The split is striking because these three names traded as one theme for much of the past year. Micron stock is up 265% year to date (YTD), and SanDisk shares have rallied 713% YTD. Meanwhile, Western Digital stock is up 251% YTD.

There's no single confirmed headline driving the divergence today. Instead, the action looks like a structural rotation between two businesses that no longe

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/micron-falls-5-sandisk-drops-150958804.html)