BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
Between Sandisk and Pure Storage, most Wall Street analysts see the latter as the more attractive stock at current prices.
Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
AI doesn't just need memory; it also needs massive storage capacity. Western Digital is a leader in developing advanced 3D ...
Admittedly, a new PC case won’t do anything for your frames per second, but it’s the most impactful upgrade you can make to ...
CNBC's Jim Cramer on Tuesday said avoid buying Micron, Western Digital, Seagate and Sandisk after their huge runs. Instead, ...
The stock market’s biggest winners this year aren’t flashy AI start-ups but decades-old hardware makers. Seagate Technology (NASDAQ:STX) has surged 156% in 2025, making it the top performer in the S&P ...
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 ...
Across the computing industry, computer memory (both in the form of RAM and flash storage) has only been getting ...
This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. In late 2024 we did a piece on developments in optical digital storage and expectations for ...
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 ...
You will have to wait a bit longer before you can buy a Steam Machine — and you may have to pay more for one, too. Valve had ...