๐ SanDisk $SNDK surges +6% premarket as Anthropic's 14x revenue jump ignites memory stock frenzy
SanDisk (SNDK) is ripping +6% in premarket Monday morning after Anthropic PBC revealed preliminary Q2 revenue jumped 14x year-over-year to $11.5B โ making it crystal clear that AI compute spending is only accelerating. Memory chip makers are the obvious beneficiaries: Micron (MU) is up ~3% premarket too as traders pile into anything HBM-adjacent. This could be a massive week for semis if the AI capex theme keeps running. Are you adding to memory plays here or waiting for a pullback? Not financial advice.
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