Memory Shortage Boosts Sandisk — and May Kill Personal Computers

Artificial intelligence causes memory problems, and we’re not talking about relying on bots to do your homework. The AI gold rush has created a brand new shortage in computer memory infrastructure, flipping the entire tech world upside-down by making this unglamorous low-margin business suddenly and somewhat shockingly hot. Last year, that made memory darling Sandisk one of the best performers on the S&P 500. Will the run continue in 2026? Early indications say yes. SUBSCRIBE:  Receive more of our free T ...