Is Barclays betting on a bigger breakout in Micron and SanDisk?

Barclays has made another big call on the memory-chip trade, raising its price targets on both Micron Technology and SanDisk as artificial intelligence keeps reshaping demand for DRAM and NAND chips. The move comes just after Micron crossed the $1 trillion market-value mark on Tuesday, a milestone that shows how quickly the memory cycle has turned into one of Wall Street's biggest AI trades.
Open original source