Faster global financial news!
Morgan Stanley: The Sell-off in U.S. Memory Stocks Is a “Healthy Reset,” Not a Cyclical Turning Point
Svmuu News: According to market reports, Morgan Stanley analysts have described the recent sell-off in U.S. memory stocks as a “healthy reset” and do not view it as a turning point in the memory cycle. Morgan Stanley expects DRAM prices in the third quarter of 2026 to still rise by more than 20%–30% quarter-over-quarter. This assessment is based on specific channels and product categories and should not be equated with official contract prices for server DRAM across the entire industry.
No AI analysis yet. Tap the "AI Analysis" button above to generate one now.
Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
24H Trending
-
1
What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
-
2
LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
-
3
Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
-
4
Global Business Forum Urges Business Leaders to Embrace AI and Rethink Strategies
-
5
Unlimit founder backs Phase blockchain with $45M as mainnet launches
-
6
Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
-
7
Iran's Islamic Revolutionary Guard Corps claims to have shot down a US-made MQ-1 drone near the Strait of Hormuz.
-
8
zkLink Nova Bridge Exploited, Approximately $779,000 Stolen in a Single Transaction
-
9
onXRP Team to Launch New Trading Method on XRP Ledger Next Week
-
10
Google-backed Proxima Fusion partners with Japan's Fujikura to build fusion reactor component facility in Germany
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
