The companies that make your hard disk drives are having a rally of a lifetime

Hard-drive and storage stocks surged after Nvidia CEO Jensen Huang highlighted data storage as a key AI bottleneck at CES.
Barron's

Memory and Disk Drive Stocks Rally. Surprise! The Driver Is Generative AI.

Memory stocks are on a tear despite disappointing earnings from Seagate Technology Holdings. Multiple factors are at play, but the key is generative AI.

Nvidia CES AI Announcements Will Continue Memory And Storage Shortages

Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...
PC World

Drives, images, and virtual disks: A guide to storage terms & concepts

The term hard drive refers to the actual storage medium — either in the classic sense with rotating magnetic discs (HDD) or as a modern SSD with flash memory. The term drive refers to the electronics ...