Seagate Spikes 9%, Sandisk Surges 8% as CoreWeave's Results Revive AI Trade; Micron Climbs 7%
247wallst.com's David Moadel reports a relief rally in memory and storage stocks on November 11, 2026, with Seagate up 9%, Sandisk up 8%, and Micron up 7% after CoreWeave's better-than-expected results eased fears about AI infrastructure funding. Analysts including Goldman Sachs' James Schneider and Berenberg's Ulrich Urbahn see value in the rebound, though concerns over AI capex financing remain.
