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Micron, Sandisk, Memory Stocks Continue to Soar Amid AI Demand (MU:NASDAQ)

Summary by Seeking Alpha
Memory and storage stocks surge on AI spending as a “memory supercycle” fuels HBM shortages and price hikes—see what it means for Micron and peers.

6 Articles

My most recent intervention at RNE Cable Crossing has been about the price of RAM memory, which as you may have seen if you have tried to buy any amount of it in recent times not only lacks in the market but is also at unthinkable prices just half a year ago. Audio is here: Cable Crossing: RAM memory is skyrocketing price for its demand for AI systems [from 21:00]. The point is that the companies behind ChatGPT, Gemini and similar have launched …

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Seeking Alpha broke the news in United States on Tuesday, January 6, 2026.
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