SanDisk’s $42 Billion Backlog Is Real — So Is the Valuation Question Now Hitting Every Memory Stock
Reported by Yahoo Finance · finance.yahoo.com · July 27, 2026
The AI memory supercycle has emerged as one of 2026’s most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as […]
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What to watch: This report cites a concrete figure ($42 billion) — compare it against the trailing trend before treating one data point as a turning point.
Market reaction today: $SNDK -6.45%
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