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Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Selloff of U.S. memory stocks creates a compelling entry point: analyst

Mon, 20 Jul 2026 07:39:30 -0400

Analyst Joseph Moore described the current memory cycle as unusual, noting that "data center strength is the only cause" behind it, which means mixed signals in other areas "may be a false flag."

Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, "but it's catching up fast."

He added that

Why Moonshot AI's Kimi K3 is actually bullish for memory stocks

Mon, 20 Jul 2026 06:55:37 -0400

Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.

Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.

According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,

Why Moonshot AI's Kimi K3 is actually bullish for memory stocks

Mon, 20 Jul 2026 06:55:37 -0400

Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.

According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,

Why Moonshot AI's Kimi K3 is actually bullish for memory stocks

Mon, 20 Jul 2026 06:55:37 -0400

Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.

According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,

Why Moonshot AI's Kimi K3 is actually bullish for memory stocks

Mon, 20 Jul 2026 06:55:37 -0400

Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.

According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,

Why Moonshot AI's Kimi K3 is actually bullish for memory stocks

Mon, 20 Jul 2026 06:55:37 -0400

Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.

According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,

Why Moonshot AI's Kimi K3 is actually bullish for memory stocks

Mon, 20 Jul 2026 06:55:37 -0400

Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.

According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,

Evercore sees strong June quarter for IT hardware amid AI demand