Micron Technology has a bullish outlook as HBM3E and HBM4 power AI, FY2026 revenue near $74B, and $20B capex supply risk.

Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...

Hard-drive and storage stocks surged after Nvidia CEO Jensen Huang highlighted data storage as a key AI bottleneck at CES.

Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware ...

Key Takeaways Memory and data storage stocks soared in the first trading days of 2026, with the rally getting a boost on ...

Western Digital stock jumped 17% after Nvidia CEO introduced context memory storage at CES, lifting the entire storage sector ...

Memory cards and SSDs are devices we rely on and expect to function flawlessly. At CES, Lexar will be launching new memory ...

Micron Technology (NASDAQ:MU), a leading memory and storage solutions producer, closed Tuesday at $343.43. It rose 10.02% in ...

Compute Express Link (CXL), the technology for connecting memory, was among the themes at last week’s Future of Memory and Storage summit in Santa Clara. CXL is an open standard for high-speed, ...

NAND flash technology is on a roll with advancements in cell structure and the subsequent boost in storage density. That allows this non-volatile-memory (NVM) chip to deliver faster throughput and ...

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its ...

Both the ratings came after Micron Technology, Inc. (NASDAQ:MU) reported its fiscal Q1 2026 results on December 17 that ...