MEDIA
By Ryan Vlastelica
BLOOMBERG
January 22, 2026
https://www.bloomberg.com/news/articles/2026-01-22/-this-time-is-different-how-ai-is-redefining-the-memory-marke
Memory and storage stocks are the market’s hottest trade, but investors aren’t sweating the companies’ suddenly elevated valuations as the buildout of artificial intelligence transforms their cyclical nature.
Even though Sandisk Corp., Western Digital Corp., Micron Technology Inc. and Seagate Technology Holdings Plc have been the best performing shares in the S&P 500 Index since the end of 2024, investors continue to view them as attractive buys. And while they may look expensive based on their past stock prices, the nature of the AI trade is making those historical comparisons irrelevant.
“The playbook needs to be torn up in terms of how you think of memory cycles,” said Joe Tigay, portfolio manager at Equity Armor Investments. “This is a new world, with a much higher floor, and that suggests stock prices and valuations are going to be a lot more sustainable than past cycles. The biggest companies in the world, with deeper pockets than you can dream of, are going to be fighting each other for memory for a while.”
Sandisk shares have been on a tear since it separated from Western Digital last year, and it has soared out of the gate in 2026 with a 107% gain. Yet, the shares are trading for 23 times estimated earnings, which is below the tech-heavy Nasdaq 100 Index’s multiple of roughly 25. Seagate’s multiple is around 24, while Micron is among the 10 cheapest stocks in the Nasdaq 100, trading at less than 11 times estimated earnings, even with a gain of 36% in January.
Shares of Sandisk fell 3.2% on Thursday, while Seagate fell 2.4%, Western Digital fell 3.6%, and Micron fell 1.7%.
Those valuations would hardly be considered nosebleed levels for most companies. However, memory and storage stocks have historically received lower market valuations due to their cyclical nature.
Of course, by other measures, the stocks do look pricey. The 14-day relative strength indexes for Sandisk, Micron and Western Digital are at levels that indicate to technical traders that the shares are overbought, while Seagate is getting close.
…‘This Time Is Different’: How AI Is Redefining the Memory MarketRead More »
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Rye Strategic Partners, LLC
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Strategic Vision and AI-Driven Growth Engine
As RSP continues its hyper-growth trajectory, Eurton brings her expertise bespoke branding and marketing solutions designed to meet the unique needs of RSP’s expanding client base. Through her firm, 23.Marketing, she develops customized, high-impact strategies that align with each client’s vision and business goals, helping companies stand out and scale in today’s competitive markets.
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This collaboration, facilitated through the Advisor Concierge Network™, is designed to help Advisors accelerate their business growth, expand assets under management (AUM), and elevate client service through advanced technology and robust operational support.
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As RSP continues its hyper-growth trajectory, Eurton brings her expertise bespoke branding and marketing solutions designed to meet the unique needs of RSP’s expanding client base. Through her firm, 23.Marketing, she develops customized, high-impact strategies that align with each client’s vision and business goals, helping companies stand out and scale in today’s competitive markets.
…Rye Strategic Partners Welcomes Tori Eurton as Strategic Advisor, Brand Growth StrategistRead More »
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Price joins RSP. LLC as a Senior Advisor helping clients scale revenue, build strategic partnerships, and optimize go-to-market strategies.
HARRISON, NY, UNITED STATES, June 26, 2025 /EINPresswire.com/ — Rye Strategic Partners, LLC is pleased to announce that Penry Price, a widely respected executive in the global media and advertising space, has joined the firm as a Senior Advisor. With over 25 years of experience spanning publishing, digital platforms, and ad tech, Price will play a key advisory role in helping RSP’s clients scale revenue, build strategic partnerships, and optimize go-to-market strategies.
Price most recently led LinkedIn’s Marketing Solutions business, taking it from $300 million to nearly $6 billion in annual revenue over an 11-year tenure. He was instrumental in developing the global go-to-market model, aligning R&D efforts with client needs, and advising enterprise customers on how to achieve long-term growth through the platform.
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…Trexity Partners with Rye Consulting to Lead U.S. ExpansionRead More »