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Tag: memory chips

How Long Will This Memory Chip Rally Last?

Posted on 2026-05-112026-05-11 by Chad Lin

The S&P 500 and Nasdaq hit another new high, but the Mag 7 can barely push higher. Memory chips are driving this current stock market rally. Starting last September, DRAM prices have tripled! Microsoft and META, on the other hand, keep underperforming the broader market. Higher upstream costs are eating into these companies’ profits. Anyone…

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