WDC

A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.

Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights thr

STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.

The memory cycle that crushed Micron shareholders for three decades may have just broken permanently, and the market still seems to be pricing the stock like nothing changed.

QMCO's strong Q1 growth, expanding margins and debt-free balance sheet signal a sharp financial turnaround as AI drives storage demand.

Upgrade Roundhill Memory ETF (DRAM) to Buy: 6x earnings, supply constraints support pricing, dip-buyers accumulate.

A rising share of the company's output is already sold under multiyear agreements whose pricing carries an upper bound, at a moment it says demand is outrunning its supply.

Sandisk will join the MSCI World Index on Aug. 31.