January 28, 2026

By Nigam Arora

To gain an edge, this is what you need to know today.

Memory Supercycle

Please click here for a chart of Micron stock (MU).

Note the following:

• The trendline on the chart shows MU stock has gone parabolic on AI demand for high bandwidth memory.
• Disk drive maker Seagate (STX) reported earnings better than consensus and whisper numbers.  Comments from Seagate indicate the storage and memory supercycle driven by AI has further to go.
• The chart shows MU stock is gapping up on comments by Seagate.
• Earnings from NAND memory maker Sandisk (SNDK) and disk drive maker Western Digital (WDC) are ahead.