Mizuho analysts flagged four stocks as positioned to gain amid the scramble for storage fueled by the AI boom: Sandisk, ...
There has been a lot of discussion lately about skyrocketing memory chip prices, and how that might impact the iPhone and ...
Ashva Capital Management, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be ...
Microsoft PC Manager is a free Windows utility that combines existing system‑maintenance tools into a simplified dashboard.
STX rides AI data center demand and higher memory density, but a 30x P/E, overbought signals, and cyclical risks suggest ...
GCL Global Holdings Ltd (Nasdaq: GCL) (“GCL” or the “Company”), a leading provider of games and entertainment, today announced that its publishing subsidiary, 4Divinity Pte. Ltd. (“4Divinity”), has ...
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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 ...
AI-driven RAM shortage could extend into late 2027 due to structural supply constraints. Sandisk surged 44% in early 2026 while Micron and Western Digital gained 15% and 13%, respectively. Micron ...
Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.
Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 At the 2026 CES, Nvidia CEO Jensen Huang announced ...
While Apple hasn't done anything yet, the company is heading into 2026 with dramatically escalating memory and chip costs, as it aims to keep product pricing steadier than rivals. The issue matters ...
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