BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the ...

Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.

Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 Deepseek’s efficient AI training has caused much discussion ...

Forbes contributors publish independent expert analyses and insights. This is the second in a set of four blogs about projections for digital storage and memory for the following year that we have ...

Memory and data storage stocks tumbled on Thursday after the group saw investors rush into the names over the past six months, fueled by the artificial intelligence spending boom. Despite Thursday's ...

CNBC's Jim Cramer on Tuesday said avoid buying Micron, Western Digital, Seagate and Sandisk after their huge runs. Instead, ...

The artificial intelligence revolution has created a three-pronged bull market in the tech sector. First, you have the hyperscalers like Microsoft Corp. (NASDAQ: MSFT) and Alphabet Inc. (NASDAQ: GOOGL ...

Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer mentioned the stock while discussing the performance of the big players in ...

To survive in today's ultra-competitive business environment, companies have to be adaptable and be able to move quickly with the ever-changing market conditions. It's not enough to simply have a good ...

Violin Memory, a pioneer in the flash storage industry which was never able to capitalize on its early market lead, has filed for Chapter 11 bankruptcy and unveiled plans to hold an auction for its ...