Microsoft Committed $190B CapEx and Pulled SanDisk Out of Their Slump - MobyBREAKING NEWSOur analysts just identified a stock with the potential to be the next Nvidia. SanDisk is up 23% at the time of writing, now trading at $1,250, while Micron (MU) is up 15%, trading at $851. SanDisk's bounce owes something to Microsoft too, which projected $50 billion in capex for its upcoming fiscal first quarter (Q1 FY2027) and $190 billion planned for 2026. Scarcity is what lets SanDisk name its price, and YMTC is in the business of ruining that particular party. SanDisk's next earnings report lands August 5, 2026, covering fiscal fourth quarter and full fiscal year 2026, with the call after market close.