Hard-drive and storage stocks surged after Nvidia CEO Jensen Huang highlighted data storage as a key AI bottleneck at CES.

The global race to build artificial-intelligence infrastructure is straining supplies of memory chips and storage devices, ...

A severe market shortage accompanied by sky-high prices would normally compel manufacturers to sharply boost their production. But memory companies have been burned by sharp price swings in the past ...

Memory stocks are on a tear despite disappointing earnings from Seagate Technology Holdings. Multiple factors are at play, but the key is generative AI.

Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...

Micron stock at $315 as Bernstein raises target to $330. Memory shortage drives pricing power with tight supply lasting through 2026 and beyond.