Global demand for memory and storage from AI data centers is straining supply chains, pushing up prices for PC components like RAM and SSDs. Micron warns AI will consume over half of the world’s DRAM ...

The Roundhill Memory ETF launched in early April, and it has already generated some great returns for investors.

The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates ...

Memory has emerged as one of the clearest winners from the artificial intelligence (AI) chip buildout. The oligopolistic ...

Recently, investors have specifically pivoted to memory and storage stocks, as demand for those types of products has been ...

Expect earnings revisions to keep moving as memory pricing stays firm and utilization rises. Key Risk: Memory prices collapse ...

Dr. Lisa Su stressed that AMD expects to run into issues with the ongoing high demand and low supply of memory components in ...

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 artificial intelligence (AI) revolution has caused infrastructure stocks to rocket higher. Memory and storage are two ...

It’s been a stock picker’s year so far in 2026. Certain themes and categories are playing out, beating other areas of the market.

This is my third and last blog on digital storage and memory projections for 2024. The last two articles focused on digital storage and memory devices including magnetic tape, HDDs, SSDs as well as ...