Memory Stocks: Investors Warn of AI Boom-Bust Cycle
Memory Stocks investors flag boom-bust risks amid AI boom, citing volatile demand swings in the past year.
SourceAnalysis
Investors warn of the classic boom and bust cycle in memory stocks as AI demand accelerates. Memory stocks have delivered sharp gains followed by steep corrections over the last 12 months, driven by hyperscaler capex cycles. Analysts point to inventory buildups and pricing pressure as early signals that the current AI-fueled rally may repeat historical patterns seen in prior semiconductor upswings.
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