Micron and Sandisk Stocks Rally Amid AI Infrastructure Demand

On January 3, 2026, stock markets recorded a strong rally in shares of memory and data storage manufacturers. Micron Technology and Sandisk quotes showed significant growth, reacting to reports of unrelenting demand from hyperscalers and data center operators. According to Barron's and Investing.com, this trend is driven by the need to upgrade infrastructure to support massive AI clusters requiring high-bandwidth memory (HBM) and vast amounts of SSD storage.

Analysts note that the market is entering the second phase of the "infrastructure supercycle." While the primary focus in 2024–2025 was on computing chips (GPUs), in 2026, the supporting hardware—memory and storage—without which processors cannot operate efficiently, becomes critically important. The rise in stock prices confirms investor confidence that tech giants' AI spending (CAPEX) will continue to grow, ensuring stable revenue for hardware suppliers.

Source: Barron's