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As hyperscalers expand data-center capacity, investors expect memory makers to benefit from firmer pricing and sustained demand.Morgan Stanley’s Andrew Slimmon said memory chips and compute power are likely to remain in short supply for the foreseeable future, reinforcing his positive view on artificial intelligence-related investments despite concerns about heavy data center spending.Speaking on CNBC on Wednesday, Slimmon said Wall Street remains focused on the near-term cost of AI infrastructure, while technology companies are investing aggressively to capture long-term demand.Speaking on CNBC on Wednesday, Moore said memory remains “at the center of every methodology for AI training and inference” and","market":"nz","thumbnail":"https://cdn.benzinga.com/cdn-cgi/image/width=3840,format=auto,quality=85/files/images/story/2026/07/23/Modern-Data-Center-With-Ai-Server-Racks-.jpg","type":0,"news_type":0,"thumbnails":["https://cdn.benzinga.com/cdn-cgi/image/width=3840,format=auto,quality=85/files/images/story/2026/07/23/Modern-Data-Center-With-Ai-Server-Racks-.jpg"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/07/60630151/why-micron-sandisk-and-sk-hynix-are-surging-and-how-to-play-it","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/07/60630151/why-micron-sandisk-and-sk-hynix-are-surging-and-how-to-play-it","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"benzinga_hot_news","symbols":["VGT","AIBU","MAGQ","VTHR","XLK","AIFD","CHAT","FFTY","BERZ","TRFK","CLCG","CNAV","ARTY","VERS","RULE","CGGO","AIS","JGRO","AIQU","GK","LEGR","IXN","EFIV","DRMP","CHPS","FWD","PBOT","WDAI","DRAM","XAIX","BAI","DARP","SK","DISK","AGIX","QTOC","USXF","FDTX","AMZY","DRMY","MUD","WTAI","PTF","RAM","MULL","HBM","SMH","AIPO","MU","SMCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653710998","title":"Samsung Electronics Denies Decision on Mega Share Buyback Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=2653710998","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653710998?lang=en_us&edition=fundamental","pubTime":"2026-07-23 16:22","pubTimestamp":1784794970,"startTime":"0","endTime":"0","summary":"Samsung Electronics ( ($GB:SMSN) ) has shared an announcement. 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