Watch Desk posted an update
Memory and storage stocks that rode the AI boom are losing favour with investors, even as strong earnings fail to lift the mood, Bloomberg reports.
Why it mattersThe report names SanDisk, Micron, Seagate and Western Digital among the first half’s biggest share-market winners, as demand from AI infrastructure appeared hard to satisfy. The change in sentiment is a useful reminder that strong AI demand does not guarantee an uninterrupted rise for the companies supplying the build-out.
Discuss: Does this shift look like a sensible reassessment of AI-linked shares, or are investors demanding proof of returns too soon?
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