Traders are starting to focus on memory being in short supply, especially with the AI boom. We are going from NVDA, to the rest of the “pieces” for AI.

Wall Street Breakfast Podcast: The Memory Trade

06:28am, Wednesday, 07'th Jan 2026
Micron (MU) and memory stocks surged as AI-driven demand fuels a high-bandwidth memory shortage and a potential supercycle. Discord confidentially filed for an IPO, while Meta's $2B Manus acquisition
Shares of storage solutions company, SanDisk Corp. (NASDAQ: SNDK) rallied 27.56% on Tuesday, becoming the best performer in the S&P 500 for the day, following Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Hu
U.S. stocks rise as Dow Jones gains 1% and investors rotate into cyclical and blue-chip stocks. Memory chip stocks also perform well.
Stocks advanced further Tuesday, a day after major equities indexes ended sharply higher following the weekend capture of Venezuelan president Nicolás Maduro.
Memory storage chip stocks like Micron (MU), Western Digital (WDC), and SanDisk (SNDK) continue to surge as the need to store AI data accelerates. Marley Kayden explains how reports of SK Hynix and Sa
Miracle Mile Advisors LLC purchased a new stake in shares of Seagate Technology Holdings PLC (NASDAQ: STX) in the third quarter, according to its most recent filing with the SEC. The firm purchased 2,
Bell Bank lessened its stake in shares of Seagate Technology Holdings PLC (NASDAQ: STX) by 21.3% during the third quarter, according to the company in its most recent 13F filing with the Securities an
Seagate sells HDDs; AI data centers now drive demand, pushing shares up 219% YoY. I think the rally continues as storage needs compound into 2026 further. HAMR technology enables 30%+ capacity gains p
Western Digital stock and Seagate both ranked as top 2025 performers, thanks to AI demand. Here's what to watch in 2026.

Breakfast News: The S&P 500's Golden Year

07:45am, Friday, 02'nd Jan 2026
All sectors contribute to the S&P 500's strong year, Apple struggles with the Vision Pro, and more
Live Updates Dan Ives' 2026 AI Picks 23 minutes ago Live Popular Wedbush analyst Dan Ives has revealed his top AI stock picks for 2026. These include: Microsoft (Nasdaq: MSFT) Palantir Technologies (N
WDC looks more balanced than STX as AI and cloud fuel storage demand, with lower valuation, rising margins and multi-year HDD contracts despite risks.
Selling options can generate 12-15% annual income but requires discipline, risk management, and due diligence. We explain why selling cash-covered puts and covered calls is a relatively safe choice fo
4 out of the 5 top-performing stocks in 2025 were from this cyclical industry. These stocks have gone up between 3 and 7 times just in the span of this year.
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