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Micron, Sandisk, and SK Hynix' stock prices continue to fall after the market close, while Wall Street remains concerned about the AI cost-effectiveness.

Financial report exceeds expectations, but why did Sandisk plummet overnight?

Intel and SanDisk have vastly different views on the current state of the storage chip industry

SanDisk: Returning 100% of excess cash to shareholders, invested $5 billion in stock repurchases during the first fiscal quarter

AI Reasoning Sets Off a Global Boom NAND Demand: Sandisk Says "Customers Underestimate the Demand for Flash Memory Capacity," with Long-Term Orders Stretching into 2030

Sandisk reported a net profit attributable to shareholders of $8.101 billion in the first fiscal quarter of its 2027 fiscal year, a 17% increase from the previous quarter.

SanDisk Reports Strong Performance: Revenue in the First Fiscal Quarter of 2027 Reached $11 Billion, a 23% Increase from the Previous Quarter

Sandisk Q1 revenue surges nearly 4 times year-on-year, Q2 performance exceeds expectations; data centers remain the core of growth next year

Foreign media exposes Apple's aggressive tactics in negotiating flash memory prices: A former procurement manager once threatened SanDisk to "crawl back on knees"

Wedbush refers to SanDisk stock as a buy, waiting patiently for the first-quarter report on October 29th