Sandisk Is Up 613% in 2026 and Micron Isn't Far Behind. Which AI Memory Stock Has More Room to Run?

Both Sandisk and Micron have surged in 2026 due to AI data center memory demand, with Sandisk up 613% and Micron up 272%. However, Sandisk's gains are heavily driven by pricing rather than volume, raising concerns about sustainability. Micron appears better positioned with diversified memory products (NAND and DRAM), a custom high-bandwidth memory partnership with Nvidia, and stronger long-term growth potential.