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 climbing hard while investors look past fading megacap rallies and hunt for ...
BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
AI doesn't just need memory; it also needs massive storage capacity. Western Digital is a leader in developing advanced 3D ...
The global memory crunch isn't easing — it's tightening further and according to Goldman Sachs this is setting up a pricing environment that could push earnings and margins toward cycle highs for ...
Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
See how the DRAM memory shortage links to HBM-first focus and consumer supply cuts, helping you avoid overpaying and time your buys.
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 the hardware sector. The compute trade, which represents betting on the ...
Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer ...
Across the computing industry, computer memory (both in the form of RAM and flash storage) has only been getting ...
Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ahead.
The average human brain weighs about 3 pounds and contains 80 to 100 billion neurons, which are the cells that store information. But how do these cells store information? How do we retrieve that ...
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