Nvidia stock isn't participating in the AI rally moving companies like Sandisk. But resumed China sales could change that.

Memory and storage stocks surge on AI spending as a “memory supercycle” fuels HBM shortages and price hikes—see what it means ...

JP Morgan bullish on Micron (MU) due to AI-driven memory demand and constrained clean-room space; expects 20% bit growth in ...

Sandisk stock surged 27% Tuesday after Nvidia CEO Jensen Huang described the memory storage chip market as an "unserved market" with massive growth potential. Other memory and storage stocks also ...

Brave's initial refactoring effort, as of June 2025, saw the memory footprint shrink from 150 MB to 121 MB. By October 2025, ...

NVIDIA BlueField-4 powers NVIDIA Inference Context Memory Storage Platform, a new kind of AI-native storage infrastructure ...

The 3D NAND Flash Memory Market is driven by increasing demand for higher storage capacities in smartphones, laptops, and data centers. Advancements in AI and IoT, requiring robust data storage ...

Samsung stock rises on $1.73B buyback plan and record earnings forecasts. Analysts predict memory chip shortage will drive ...

Following a prolonged downturn in which memory and storage prices declined after the pandemic, it appears the expanding use ...

Marvell Technology, Inc. boosts its CXL portfolio with $540M XConn buyout, targeting AI data centers. Click for why CXL ...

Explore the shift towards context engines in AI systems by 2026, focusing on the consolidation of agent frameworks and the ...

Night Watch Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.