SanDisk (SNDK) shares rallied alongside memory and storage peers like Micron (MU) and Western Digital (WDC) after unveiling multi-year hyperscaler contracts that signify a shift away from historically volatile memory cycles. Yahoo Finance's Julie Hyman takes a closer look using Yahoo Finance's AlphaSpace.
SanDisk sees KV cache driving 35% of AI data center NAND workloads by 2030