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 ...

Between Sandisk and Pure Storage, most Wall Street analysts see the latter as the more attractive stock at current prices.

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the ...

SanDisk shares are up on Wednesday as the company continues to benefit from a favorable market outlook for memory 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 ...

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 ...

Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer ...

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 ...

Forbes contributors publish independent expert analyses and insights. This second article discusses announcements by Samsung, Trendforce, IDC and Neo Semiconductor as well as a combined talk by ...

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 ...

Storage is slowing down modern devices. A memory design offers more space and faster data access while keeping size and power use low.