Hard-drive and storage stocks surged after Nvidia CEO Jensen Huang highlighted data storage as a key AI bottleneck at CES.
The 2026 CES featured lots of digital storage and memory technologies including SSDs, NAS products, DRAM and HBM as well as ...
Memory and data storage stocks tumbled on Thursday after the group saw investors rush into the names over the past six months ...
Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...
There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...
AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...
Companies making memory chips and storage drives are seeing huge demand, but won’t rapidly boost production, even with severe ...
Its growth rate for its most recent period (which ended on Nov. 27, 2025) was 57%, and with some terrific profit margins of ...
Data storage stocks soared after Nvidia CEO Jensen Huang, speaking at the Consumer Electronics Show in Las Vegas on Monday, highlighted the artificial intelligence industry’s huge demand for memory ...
The supply shortage of the RAM needed to build phones and PCs isn’t going away. But a few companies have a plan to solve it.
Western Digital stock jumped 17% after Nvidia CEO introduced context memory storage at CES, lifting the entire storage sector ...
As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...