EPISODE · Jun 1, 2026 · 6 MIN
Is MU Too Expensive? Examining Risks & Rewards in AI Memory Stocks
from Schwab Network · host Schwab Network
Morningstar's William Kerwin and Ed Butowsky discuss the recent surge in AI memory stocks, warning that rapid price appreciation can create risks for long-term investors. They compare Micron (MU) and SanDisk (SNDK), arguing that while both may continue to perform well, Ed points to SanDisk as a more attractive risk-reward profile. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
What this episode covers
Morningstar's William Kerwin and Ed Butowsky discuss the recent surge in AI memory stocks, warning that rapid price appreciation can create risks for long-term investors. They compare Micron (MU) and SanDisk (SNDK), arguing that while both may continue to perform well, Ed points to SanDisk as a more attractive risk-reward profile. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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Is MU Too Expensive? Examining Risks & Rewards in AI Memory Stocks
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