The memory chip stocks have been really heating up to start the year, thanks in part to the AI-driven RAM shortage, which could last well into the year's end and perhaps beyond.

How to Identify Stock Market Winners Early in 2026

01:10pm, Wednesday, 07'th Jan 2026
These three triggers can help narrow down the investment universe to stocks with the best profit potential.
While everyone couldn't stop talking about flashy AI stocks like Nvidia and Alphabet in 2025, lesser known data storage stocks saw massive gains.
Western Digital (WDC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more stre
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
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

Why Western Digital Stock Popped Today

12:50pm, Tuesday, 06'th Jan 2026
Micron stock is up today -- but Western Digital stock is up twice as much. Investors are betting high DRAM prices might lead to more demand for HDD memory.

S&P 500's Top Stock of 2025: Western Digital

12:07pm, Tuesday, 06'th Jan 2026
Subscribers to  Chart of the Week  received this commentary on Sunday, January 4.
Gateway Investment Advisers LLC lessened its holdings in Western Digital Corporation (NASDAQ: WDC) by 54.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchan
SteelPeak Wealth LLC trimmed its stake in Western Digital Corporation (NASDAQ: WDC) by 92.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchan
Silver Oak Securities Incorporated acquired a new stake in shares of Western Digital Corporation (NASDAQ: WDC) during the undefined quarter, according to the company in its most recent Form 13F filing
Western Digital leads the highly concentrated HDD market, benefiting from scale, advanced UltraSMR technology, and a dominant data center presence post-SanDisk spin-off. Pure Storage excels in all-fla
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