TurboQuant introduces uncertainty for long-term memory demand, but SanDisk is set to benefit from tight supply conditions, sustained hyperscaler spending, and broad-based demand.

A monster peer just unveiled technology that could threaten its business.

Sandisk invests ~$1B for 3.9% stake in Nanya in a discounted private placement, plus a multi-year DRAM supply deal—see key ...

Google said TurboQuant is designed to improve how data is stored in key-value cache, which helps systems run more efficiently ...

SK Hynix, Samsung and Micron shares fell as investors fear fewer memory chips may be required in the future.

Michigan has poured taxpayer money into a secretive land grab for a huge factory site in Genesee County, but no company has signed on.

SanDisk (SNDK) shares are under pressure as investors react to the company’s controversial $1 billion strategic investment in ...

Here are some of the stocks making headlines in midday trading. Entergy — The utility stock popped more than 8% after the ...

Morgan Stanley defended memory stocks following a recent market selloff, maintaining that supply constraints will continue to support the sector despite investor concerns about capital expenditure and ...

Google's TurboQuant algorithm compresses LLM key-value caches to 3 bits with no accuracy loss. Memory stocks fell within ...

Micron stock drops 18% in 5 days amid memory cycle peak fears. AI demand remains strong, keeping memory supply tight globally ...