Are Data Storage Stocks in a Bubble or Should You Get in Now?

Sunday, Jan 18, 2026 12:03 am ET1min read
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Data storage stocks, including Sandisk, Western Digital, Seagate Technology, and Micron Technology, saw significant gains in 2025 due to an unprecedented memory chip shortage driven by artificial intelligence workloads. The demand for storage and related devices outpaced supply, leading to a 170% increase in DRAM prices and a 250% increase in NAND prices. These trends have continued into 2026, with memory storage stocks soaring in early 2026.

Are Data Storage Stocks in a Bubble or Should You Get in Now?

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