Geopolitics Alpha

Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks

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Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks

Samsung expects tight memory supply to persist for several years.

Directly affected

  • MU Micron Technology+0.6% 30d

    Named in this report.

  • SNDK Sandisk-9.5% 30d

    Named in this report.

  • SSNLF Samsung Electronics (KRX: 005930)

    Named in this report.

Indirectly affected

  • DIA SPDR Dow Jones Industrial Average ETF-1.7% 30d

    SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • QQQ Invesco QQQ+2.3% 19d

    Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • XLK Technology Select Sector SPDR+9.1% 16d

    Technology Select Sector SPDR holds the technology sector that Micron Technology belongs to, so it often moves with news about it.

  • AVGO Broadcom+1.3% 30d

    Broadcom is a peer of Micron Technology in semiconductors and related devices; rivals often move on the same news.

  • AMD Advanced Micro Devices+6.2% 30d

    Advanced Micro Devices is a peer of Micron Technology in semiconductors and related devices; rivals often move on the same news.

  • INTC Intel-12.2% 30d

    Intel is a peer of Micron Technology in semiconductors and related devices; rivals often move on the same news.

  • AMAT Applied Materials-8.9% 30d

    Applied Materials is a peer of Micron Technology in semiconductors and related devices; rivals often move on the same news.

  • TXN Texas Instruments

    Texas Instruments is a peer of Micron Technology in semiconductors and related devices; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MU-12.93%-8.07%base-3.39%after closeafter closeafter close
SNDK-10.15%-10.58%base-2.34%after closeafter closeafter close
SSNLFNon-US listing (OTC); price checks may stay empty———————
DIANo price data for this ticker———————
QQQ-2.90%-1.86%base-1.27%after closeafter closeafter close
XLKNo price data for this ticker———————
AVGO-8.13%-6.43%base-2.21%after closeafter closeafter close
AMD-12.15%-8.14%base-1.19%after closeafter closeafter close
INTCNo price data for this ticker———————
AMAT-9.62%-6.76%base+1.17%after closeafter closeafter close
TXNNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks Yahoo Finance

Source: Yahoo Finance

Spdr Dow Jones Industrial Average Etf Trust (DIA) since this story, compared with the market

CompanyWhenMoveStatus
AMATthat day+1.17%still updating
AMATthree days earlier-6.76%final price
AMATfive days earlier-9.62%final price
AMDthat day-1.19%still updating
AMDthree days earlier-8.14%final price
AMDfive days earlier-12.15%final price
AVGOthat day-2.21%still updating
AVGOthree days earlier-6.43%final price
AVGOfive days earlier-8.13%final price
MUthat day-3.39%still updating
MUthree days earlier-8.07%final price
MUfive days earlier-12.93%final price
Invesco Qqq Trust, Series 1 (QQQ)that day-1.27%still updating
Invesco Qqq Trust, Series 1 (QQQ)three days earlier-1.86%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier-2.90%final price
SNDKthat day-2.34%still updating
SNDKthree days earlier-10.58%final price
SNDKfive days earlier-10.15%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Spdr Dow Jones Industrial Average Etf Trust (DIA)

Companies carried with this story

  • DIA Spdr Dow Jones Industrial Average Etf Trust

    Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks.” Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • QQQ Invesco Qqq Trust, Series 1

    For “Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • IWM Ishares Tr

    For “Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • RSP Invesco Exchange Traded Fd T

    In “Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks,” Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence. Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • VTI Vanguard Index Fds

    In “Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks,” Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence. Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Spdr Dow Jones Industrial Average Etf Trust (DIA)

“Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks” (29 Oct 2026) reaches Spdr Dow Jones Industrial Average Etf Trust (DIA) through this story.

What ties Spdr Dow Jones Industrial Average Etf Trust (DIA) to the headline is this: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Also listed, Invesco Qqq Trust, Series 1 (QQQ): Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Price levels for Spdr Dow Jones Industrial Average Etf Trust (DIA)

DIA traded between 504.92 and 522.62 across 20 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 284.63 across 20 sessions. The latest close on file is 281.31. QQQ traded between 701.18 and 762.84 across 18 sessions. The latest close on file is 725.59.

How strong the case is around Spdr Dow Jones Industrial Average Etf Trust (DIA)

40 out of 100Price not final

“Micron and SanDisk Fall as Samsung Selloff Hits Memory Stocks” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.