Memory stocks soar as investors hunt for new AI winners
‘Insatiable’ demand and supply bottlenecks drive rally in once-unglamorous sector
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Tech stocks rally strongly after three days of heavy selling
Nasdaq climbs after sell-off fuelled by worries over vast AI spending
Memory chip stocks shed $100bn as AI-driven shortage trade unwinds
New research suggests AI data centres will need much less memory than investors had bargained for
The great software stock meltdown
Sell-off may be overdone, but companies need to move faster to respond to AI
Big Tech groups race to fund unprecedented $660bn AI spending spree
Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets
Investors reluctant to ‘buy the dip’ after AI scares
Sectors including wealth management and trucking have been hit with sudden share price declines
Europe’s few AI plays soar as US tech frenzy goes global
Investors hunt for winners in market that for years has lagged behind Wall Street’s rally