Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=cOYt8PanJOI Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter MU, SNDK & WDC Profit Taking on KOSPI Selling, NVDA & QCOM Meetings Ahead [aukrHpeI8tE] Health Updated on August 12, 2026 EDT — Published on August 12, 2026 EDT The Technology Letter's Tiernan Ray says investors are finally taking profits on AI memory stocks like Micron (MU), SanDisk (SNDK), Western Digital (WDC), and Seagate (STX) among others after parabolic runs. He doesn't believe the trading action is problematic and instead sees investors rebalancing portfolios to find the next big tech trade. Tiernan then outlines his expectations on Qualcomm's (QCOM) upcoming investor day and Nvidia's (NVDA) shareholder meeting. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #micron #nvidia #chips #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #mu #nvda #westerndigital #wdc #sandisk #sndk #seagate #stx #qualcomm #qcom #ai #artificialintelligence #memory #storage #blackwell #verarubin #investor #conference #meeting fWDwpbvnK7x 070s0b6cqB1 5kjN1GYieFY T2GWj27ZSKi 7X1u436E3Ye
The Technology Letter's Tiernan Ray says investors are finally taking profits on AI memory stocks like Micron (MU), SanDisk (SNDK), Western Digital (WDC), and Seagate (STX) among others after parabolic runs. He doesn't believe the trading action is problematic and instead sees investors rebalancing portfolios to find the next big tech trade. Tiernan then outlines his expectations on Qualcomm's (QCOM) upcoming investor day and Nvidia's (NVDA) shareholder meeting. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - Download the iOS app - Download the Amazon Fire Tv App - Watch on Sling - Watch on Vizio - Watch on DistroTV - Follow us on X – Follow us on Facebook – Follow us on LinkedIn - About Schwab Network - #micron #nvidia #chips #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #mu #nvda #westerndigital #wdc #sandisk #sndk #seagate #stx #qualcomm #qcom #ai #artificialintelligence #memory #storage #blackwell #verarubin #investor #conference #meeting fWDwpbvnK7x 070s0b6cqB1 5kjN1GYieFY T2GWj27ZSKi 7X1u436E3Ye