memory

Latest news and analysis on memory

Equities

Lithium stocks that look cheap but aren't

Twenty years of memory chip cycles offer a simple test for when to buy a cyclical. Lithium stocks have not passed it yet.
IGO
PLS
+2
Jason Teh
Equities

Agentic AI adoption & the case for Samsung Electronics

Driven by agentic AI, memory demand is decoupling from past consumer cycles, leaving Samsung as a compelling and contrarian opportunity
Chris Watson
Contrarius Australia
Shares

While memory stocks soar globally, this ASX name is the local play

A rare ASX exposure to memory, AI capex and US reshoring – and all three are working right now.
SGM
Claudia Kwan
North Star Impact Funds
Asset Allocation

Insights from Sunny Bangia on global markets, US housing, tech, AI & memory

Murdoch sat down with Sunny Bangia, Global PM at Blackwattle on "The Rate of Change" to discuss his global equities insights.
+8
Murdoch Gatti
York Wealth Management
4