Investors’ hunt for the next winners of the AI trade comes as the long-running rally in megacap tech stocks, which has driven ...
AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and ...
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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 ...
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
Data storage stocks wildly outperformed the market last year. They could do it again in 2026.
With firms looking increasingly unable to buy more memory chips, squeezing every last drop of performance from existing ...
Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen Huang named 2026 IEEE Medal of Honor winner.
Retail investors are piling into memory and storage stocks as AI data centers tighten supply. SanDisk and Micron are in focus ...
By Shashwat Chauhan Jan 14 (Reuters) - Retail investors ramped up buying of U.S. memory and data storage chipmakers in ...
AI data center demand is diverting DRAM and NAND supply, pushing up prices for cameras, storage, PCs, and creative workflows ...
Retail investors are increasingly buying shares from memory and data storage companies like SanDisk, Western Digital, and ...
Commerce Secretary Howard Lutnick is warning memory chipmakers that skipping US investment could mean duties up to 100%. If ...
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