Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade

Shares of Dell Technologies (NYSE:DELL) are down 6% in midday trading Thursday, last changing hands near $407 after closing ...
Silicon Valley

Tech firms from Dell to HP warn of memory chip squeeze from AI

(Bloomberg/Debby Wu, Dina Bass and Yoolim Lee) — Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand ...
PCMag on MSN

MacBooks Are the Latest Victim of the Memory Shortage. Here's Why Laptop Prices Keep Rising

Memory costs have exploded in 2026, leading Apple and other computing giants to jack up laptop prices. Against that backdrop, ...
CNBC

Dell shares climb 22% on earnings beat as company navigates rising memory costs

Dell stock soared as the company posted strong fourth-quarter earnings and bumped guidance. The company expects AI server revenue to double in 2027. A memory shortage has hit other companies in the ...