After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

While the rest of the tech sector bleeds red Thursday, memory stocks are defying gravity, and the catalyst powering the biggest winner has nothing to do with AI chips.

Seagate defied every prediction that solid-state storage would kill the hard drive, and cloud AI demand has since sent shares on a historic run. Whether that momentum carries into 2027 depends on factors most investors are not yet watching closely.

Memory chips are currently the ‘bottleneck’ for AI infrastructure. But that doesn’t ensure the stocks will continue to outperform forever.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

Super Micro's revenue surged to $11.1 billion while Western Digital grew steadily to $3.7 billion, but volatility tells a different story about each company's trajectory.

Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.

SanDisk just posted one of the most violent stock runs in large-cap history, yet institutional investors are betting against each other in the options market with unusual aggression. The bull and bear cases point to very different versions of the same company.

Companies in The News Are: WDC, BIDU, XOM, AS

Semiconductors are the silicon backbone of the digital revolution. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 47.4% has outpaced the S&P 500’s 12.9% return.

Recent US government opposition to Apple sourcing high bandwidth memory from Chinese suppliers has pushed Western Digital (WDC) into sharper focus for investors, who are weighing potential shifts in demand toward domestic storage providers. See our latest analysis for Western Digital. Western Digital’s share price has been volatile in recent sessions, with a 1 day share price return that declined 7.43%. However, the 7 day share price return of 13.30% and year to date share price return of...

Global tech stocks dropped on Wednesday as bond yields in the U.S. and elsewhere scored fresh milestones.

A number of stocks fell in the morning session after the 30-year U.S. Treasury yield hit a 19-year high and oil stayed elevated as a window for a U.S.–Iran deal closed without a breakthrough, a CNBC report revealed.

Issuers sold nearly than $90 billion in convertible bonds in the second quarter, the strongest on record.

AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.

Micron has surged over 250% this year on an AI memory boom, but our price target sits below where shares trade today while Wall Street analysts aim far higher. The gap between those two views reveals a fundamental disagreement about whether this cycle is different from every one that came before it.

A Wall Street Journal report on hidden tech commitments just triggered a brutal midday selloff in memory stocks, and the sheer size of the drops exposes exactly how crowded this trade had become.

Does Western Digital (WDC) have what it takes to be a top stock pick for momentum investors? Let's find out.

U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.

Micron burned shareholders for decades through boom-bust cycles that seemed as inevitable as the seasons, but one structural shift in how AI consumes memory has the author convinced those cycles are gone and keeps triggering another buy.

Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.

Jim Cramer just violated the one rule he has preached for his entire career, and his reasoning for buying a 591% winner has a structural argument behind it that is harder to dismiss than it sounds.

FEATURE Stocks were dropping Tuesday as artificial-intelligence infrastructure companies were under pressure. Optical network provider Coherent fell 6.4%. The stock surged 7.8% on Monday as the semiconductor index entered a new bull market.

The Mad Money host argues Micron, SanDisk, Seagate, and Western Digital have broken their historical boom-and-bust pattern

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Jim Cramer is making one of his most aggressive calls of the year on a red-hot corner of the market, but his entire thesis hinges on a single assumption about AI demand that not everyone shares.

↗️ BHP Group (AU:BHP, BHP): The Australia-based miner reported a 9% increase in annual net profit as prices of copper surged to record highs. Its shares rose in Australia. 🔎 Home Depot (HD): The home-improvement company is set to report its earnings ahead of the opening bell.

Jim Cramer says Micron, SanDisk, Seagate, and Western Digital could keep climbing as AI memory demand persists.