The 2026 FMS Conference highlighted the impact that AI is having on the price of common memory and storage technologies.
Intense demand has propelled memory stocks such as Micron and Sandisk to be among 2026's biggest AI winners, but the trend could be short-lived.
The price of Amazon's Fire TV Stick 4K Max has also risen sharply, from $59.99 to $84.99. The Fire TV Stick HD now costs ...
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 ...
Seagate Technology shares surged to a record high Monday as Morgan Stanley analysts called the stock their "top pick" in IT ...
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GPU clusters running AI agents bottleneck on memory, not compute: Supermicro Open Storage Summit Tuesday
Enterprise AI storage is the new GPU bottleneck: KV cache fills GPU memory before compute saturates. Supermicro's free Open ...
Blowout earnings sent SNDK up 16% and MU up 7%, with the gains driving dedicated memory ETFs DRAM and DISK between 6% and 7% higher on Thursday. The 2x leveraged DRAL ETF cratered 60% in a single ...
An all-optical memory stores digital data in circulating light for over 20 ms, using Raman amplification and multiple ...
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