‘Mamma mia!’ The global memory shortage is coming for Nintendo
The video game industry is taking the global memory and storage shortages and price increases on the chin like a sledgehammer to the face. And Mario maker Nintendo (NTDOY) is…
Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case
Quick Read Micron (MU) stock surged 11% with the company featuring Cloud Memory Business Unit revenue of $5.28B at 66% gross margin. SanDisk (SNDK) stock gained 11% after the company…
Data Is a ‘Strategic Asset’ Now—and Memory Stocks Just Can’t Stop Flying
AI has powered a boost in demand for Seagate and its competitors.Credit: Nikos Pekiaridis / NurPhoto via Getty images Key Takeaways Seagate’s rosy revenue outlook for its next quarter is…
