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Business
from24/7 Wall St.
1 day ago

Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

Capital was rotated from Alphabet into SanDisk, Micron, and Seagate, targeting AI memory and storage bottlenecks with strong reported gains.
fromTheregister
4 months ago

PC shipments set to hit the buffers as AI guzzles memory

Memory shortages will likely stunt PC shipments in 2026, as available supplies will not be able to meet demand thanks to memory makers chasing the lucrative AI infrastructure market instead. Overall PC market performance in 2025 was healthy, according to research biz Omdia, but it notes that memory and storage supply was already tightening, with associated upward price pressure emerging around the middle of last year.
Tech industry
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