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Memory & Storage AI Stocks

Memory and storage AI stocks make the HBM, DRAM, NAND, and enterprise storage that feed AI compute. High-bandwidth memory sits physically next to AI processors and is one of the tightest supply bottlenecks in the buildout: every accelerator ships with it, and capacity is booked out far in advance.

Market Cap

$2.96T

AI-Exposed Cap

$2.22T

24h Change

-2.63%

7d Change

+12.25%

Stocks

9

Market data as of the close on . Prices are end of day, not live.

Memory & Storage stocks ranked by market cap, with price, 24 hour and 7 day change, and AI Exposure Score
#
Name
Price
24h
7d
Market Cap
Volume (24h)
7d Chart
1
S
SKHY
$189.28-3.12%+8.24%$1.35T$2.6B
2
M
MU
$1,071.88-2.22%+15.69%$1.21T$22.9B
3
S
SNDK
$1,816.57-3.73%+19.51%$265.98B$13.9B
4
H
HOCPY
$144.08-0.76%+0.23%$48.06B$748.5K
5
N
NTAP
$196.33-0.92%+3.37%$38.56B$325.6M
6
S
STX
$923.86+5.30%+19.70%$20.20B$3.0B
7
W
WDC
$473.69+1.96%+13.60%$19.20B$2.4B
8
S
SIMO
$276.53+2.80%+15.61%$9.38B$154.1M
9
P
PENG
$53.88-1.88%+13.43%$2.76B$81.8M
Showing 1 to 9 of 9 stocks

Frequently asked questions

What is HBM and why does it matter for AI investing?

HBM, high-bandwidth memory, is stacked memory bonded next to an AI processor so data can reach the compute fast enough to keep it busy. Each generation of AI accelerator uses more of it, and only a few manufacturers can produce it at scale, which has turned memory from a commodity cycle into an AI supply story.

Are memory stocks more cyclical than other AI stocks?

Historically yes: memory prices swing with supply and demand across many end markets. The AI buildout has added a large, price-insensitive buyer to that cycle, but it has not removed the cycle. Memory names tend to move harder in both directions than the broader AI universe.

New to the framework? The Start Here guide walks the whole buildout layer by layer, including where Memory & Storage fits.

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