Memory stocks grab the AI headlines: Is this drive maker the bigger bargain?

Investing.com · Harry Jones · 2026-11-06 14:08 UTC

Memory stocks grab the AI headlines: Is this drive maker the bigger bargain?

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Investing.com — The AI trade usually rewards the chips that process data, but this week the companies that store it were dragged down fast. After Democratic midterm wins revived talk of AI regulation, Western Digital (NASDAQ:WDC) fell 13.5% on Thursday and is down 26.7% over the past month, while memory names such as Micron Technology (NASDAQ:MU) sold off alongside it.

Yet every training run and inference request creates data that has to be kept somewhere, and hard drives remain the cheapest place to keep it.

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