Memory Stocks Were One of 2025's Hottest Trades. Now They've Cooled Off. What's Next?
Key Takeaways Memory stocks, which were some of the stock market's best performers last year, have tumbled in recent weeks, pressured by concerns about an unsustainable surge in demand. Many Wall Street analysts remain bullish on memory stocks, which they argue are poised to continue to benefit from a tight market and a step-up in demand. No one stays on top forever. That goes for the hottest stocks in the AI trade, too. Memory stocks, many which were among last year's best performers in the S&P ...