Key Takeaways Memory and data storage stocks soared in the first trading days of 2026, with the rally getting a boost on ...
Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...
Notably, the biggest winners were all in the data storage and memory chip space: along with Micron, Western Digital and ...
Hard-drive and storage stocks surged after Nvidia CEO Jensen Huang highlighted data storage as a key AI bottleneck at CES.
When it comes to the top five performers, do you know that four of them all came from the same business? These are all data ...
Building Generative AI models depends heavily on how fast models can reach their data. Memory bandwidth, total capacity, and ...
AI is driving demand and higher prices for DRAM and NAND into 2026.  Products using non-volatile memories to replace NOR and ...
Equinix is far and away the largest data center REIT in the world. The company has a market cap of $72 billion and operates ...
A next-generation storage infrastructure designed to help AI systems handle massive context memory and multi-turn reasoning ...
As the firm splits into two public companies, the Western Digital name remains with the hard drive business, while the new flash storage and memory business brings the Sandisk name back into play nine ...