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Much of the attention surrounding the AI infrastructure buildout is focused on GPUs and CPUs, and for good reason. But meanwhile, Micron (MU +0.90%), SanDisk (SNDK 1.93%), and other manufacturers of memory chips are soaring, so let's take a look at why -- and whether they could be smart additions to your portfolio.

*Stock prices used were the morning prices of May 14, 2026. The video was published on May 15, 2026.

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About the Author

Matt Frankel, CFP®
Matt Frankel, CFP®, is a contributing Motley Fool stock market analyst specializing in the real estate and financial sectors. Prior to The Motley Fool, Matt taught high school and college mathematics. He holds a bachelor’s degree in physics from the University of South Carolina, a master’s degree in mathematics from Nova Southeastern University, and a graduate certificate in financial planning from Florida State University. He won a SABEW award for coverage of the 2017 Tax Cuts and Jobs Act. He is also regularly interviewed by Cheddar, Globe St, The National Desk, and other TV networks and publications for his real estate, financial, stock market, and investing expertise.
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Matt Frankel, CFP has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy.

Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Micron Technology Stock Quote
Micron Technology
NASDAQ: MU
$1,142.49
(+0.90%)+$10.16
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---% Avg Return
Sandisk Stock Quote
Sandisk
NASDAQ: SNDK
$2,050.39
(-1.93%)-$40.32
Roundhill ETF Trust - Roundhill Memory ETF Stock Quote
Roundhill ETF Trust - Roundhill Memory ETF
NYSEMKT: DRAM
$71.94
(+0.08%)+$0.06

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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