What Actually Happened This Week On Friday, Citi cut its price target on Micron, and the stock slipped even as the rest of the technology sector climbed. That single analyst move capped off one of the messiest weeks the memory trade has had all year. It started on Wednesday when SanDisk posted blowout results — revenue up 371 percent year over year — but guided softer on the outlook, and the...

The Memory Era Begins — Whether Wall Street Believes It or Not Jim Cramer stood inside Micron’s Boise fab on August 20, 2026, and let Sanjay Mehrotra do something most CEOs avoid: he made a claim that rewrites the semiconductor playbook. “There is no AI without memory,” Mehrotra said. “AI systems need more memory.” That’s not marketing. That’s physics. And for anyone who actually runs...