BUSINESSCNBC TOP
Beware the boom and bust cycle of memory stocks, investors warn amid AI boom
Investors warn about the volatile 'boom and bust' cycle of memory stocks amid the AI boom, with William de Gale of BlueBox Asset Management calling it a 'dreadful industry' in the long term.
Mentioned
Related Signal
Adjacent reporting
- Deepening Memory Crunch Widens Gap Between Stock Winners, Losers
- Micron’s stock soars toward fresh highs as a ‘virtuous cycle’ for memory unfolds
- The ‘DRAM’ memory ETF has gotten off to a blazing start. Here comes a leveraged version.
- Three ways the AI boom may fizzle and what happens to stocks next
- Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable
- Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories