AI
The AI Storage Supercycle: Memory and Storage Stocks Hit Record Highs as Infrastructure Shift Accelerates
The first trading week of 2026 has solidified a seismic shift in the artificial intelligence trade. While 2024 and 2025 were defined by the scramble for high-end compute, 2026 is emerging as the year of the "Storage Supercycle." A sector-wide rally in memory and storage stocks has pushed