Cryptopolitan on MSN
Memory and storage stocks surged as AI demand slammed into tight supply
The memory trade is pulling in capital fast as chip shortages collide with nonstop AI demand. Storage and chip stocks are ...
BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
CNBC's Jim Cramer on Tuesday said avoid buying Micron, Western Digital, Seagate and Sandisk after their huge runs. Instead, ...
Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ahead.
Data storage stocks wildly outperformed the market last year. They could do it again in 2026.
On an earnings call with equity analysts today, Apple CEO Tim Cook responded to fast-rising RAM and SSD storage chip prices ...
Optical storage and even DNA storage could be a significant contender for the digital archive market in the coming decades.
Analyst Soumen Mandal said that in 2020, memory accounted for about 8% of component costs in a flagship device such as Apple's ( AAPL) iPhone 12 Pro Max (6 GB DRAM and 128 GB NAND). By September 2025, ...
Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer ...
Memory and data storage stocks tumbled on Thursday after the group saw investors rush into the names over the past six months, fueled by the artificial intelligence spending boom. Despite Thursday's ...
MarketBeat on MSN
Forget the chips, buy memory: Why AI money is moving to storage
While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in ...
Results that may be inaccessible to you are currently showing.
Hide inaccessible results