Micron's stock is dropping. Is Google partly to blame?

The rally in memory stocks lost momentum as investors questioned the sustainability of sky-high component prices, reducing sector upside. This concern raises downside risk to recent gains and could increase volatility and valuation pressure across semiconductor/memory names.

Analysis

The rally in memory stocks lost momentum as investors questioned the sustainability of sky-high component prices, reducing sector upside. This concern raises downside risk to recent gains and could increase volatility and valuation pressure across semiconductor/memory names.