Memory and storage stocks rebounded sharply as artificial-intelligence data-center demand collided with constrained supplies of high-bandwidth memory (HBM) and NAND flash. Reports cited Micron up 6.1%, SanDisk up 11.9%, SK Hynix up 8.1% and Western Digital up about 6%, while earlier contemporaneous quotes showed SK Hynix up 7%, Western Digital up 4.22% to $460.22 or later 4% to $461.02, and the Roundhill Memory ETF up 5% to $59; the newer report cited the ETF up 6.6%. Micron reportedly had sold out its most advanced production capacity through the end of 2026, while UBS raised its forecast for annual HBM average selling price growth to 79% from 67%. Strong AI infrastructure spending, Dell's $95 billion AI-server backlog and Nvidia's $279 billion in supply and capacity obligations reinforced the outlook, although rising YMTC NAND share remained a potential China-related headwind.