AI Breakthrough From Google Exposes Divide in Memory Stocks

AI Breakthrough From Google Exposes Divide in Memory Stocks

By Kurt SchusslerWinnie Hsu
Publication Date: 2026-03-27 05:59:00

A two-day selloff in memory-chip stocks is revealing a split in the artificial intelligence trade, as Google touts a breakthrough that analysts say may curb demand for certain types of storage while leaving others largely unscathed.