BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
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 ...
Optical storage and even DNA storage could be a significant contender for the digital archive market in the coming decades.
Data storage stocks wildly outperformed the market last year. They could do it again in 2026.
As investors turned their back on software (notably, the seat-based software-as-a-service companies), they’re turned towards hardware in a big-time way. You wouldn’t know it by looking at those flat ...
Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ahead.
Celebrating 20 Years of Driving Innovation in Memory, Storage, and Data Architecture SANTA CLARA, Calif., Dec. 15, 2025 /PRNewswire/ -- FMS: the Future of Memory and Storage, the industry's premier ...
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 ...
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 ...
Add Yahoo as a preferred source to see more of our stories on Google. Associate professor Dong Song (L) and first author Xiwei She (R) discuss their machine learning model. (CREDIT: USC) Scientists ...
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