--- title: "AI Bubble Watch: Will Hot Memory Market Fade?" description: "Investors concerned about the AI sector's bubble should consider the rising gold and silver markets. AI valuations are increasing, with major companies like OpenAI and Microsoft investing in AI hardwa" type: "news" locale: "en" url: "https://longbridge.com/en/news/273715332.md" published_at: "2026-01-26T14:28:46.000Z" --- # AI Bubble Watch: Will Hot Memory Market Fade? > Investors concerned about the AI sector's bubble should consider the rising gold and silver markets. AI valuations are increasing, with major companies like OpenAI and Microsoft investing in AI hardware. Micron Technology's surge in memory chips has boosted demand for storage makers like Seagate and SanDisk, who may raise prices. However, risks include potential fading demand and pressure on profit margins. Despite this, stocks of MU, SNDK, STX, and WDC received analyst upgrades. Seagate and SanDisk will report results soon, providing investors time to evaluate memory suppliers. Investors worried about the artificial intelligence sector trading in a bubble should look at the gold (GLD) and silver (SLV) markets instead. The metals sector is also undergoing a surge. Regardless, AI valuations continue to rise. OpenAI, Microsoft (MSFT), Alphabet (GOOG), and Softbank (SFTBY) continue to invest heavily in AI-related hardware. Micron Technology (MU) represents the multi-fold percentage surge in memory chips. This led storage makers like Seagate (STX) and SanDisk (SNDK) to enjoy strong demand. They might raise prices and cut sales to the consumer markets to keep up with AI-driven demand. Risks The hot memory market risks fading. Storage suppliers may not meet strong demand. That would force analysts to cut their revenue forecasts. Loyal customers who secured large orders might have volume discounts. That would pressure profit margins for the memory and storage suppliers. Despite those risks, MU, SNDK, STX, and WDC stocks benefited from an analyst upgrade. Analysts at Wedbush Securities issued higher price targets for those stocks in the last week. Add Ameriprise Financial (AMP) to the watchlist. It holds a large position in Nvidia (NVDA). Nvidia supplies GPU chips that power AI servers. Investors have time to assess memory suppliers this week. Seagate posts results on January 27. SanDisk and WDC report results on Jan. 29. ### Related Stocks - [MULL.US - GraniteShares 2x Long MU Daily ETF](https://longbridge.com/en/quote/MULL.US.md) - [OpenAI.NA - OpenAI](https://longbridge.com/en/quote/OpenAI.NA.md) - [MUU.US - Direxion Daily MU Bull 2X Shares](https://longbridge.com/en/quote/MUU.US.md) - [WDC.US - Western Digital](https://longbridge.com/en/quote/WDC.US.md) - [STX.US - Seagate Tech](https://longbridge.com/en/quote/STX.US.md) - [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md) - [SNDK.US - Sandisk](https://longbridge.com/en/quote/SNDK.US.md) - [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | AI 巨頭競爭愈演愈烈 OpenAI 及 Anthropic 掌舵人印度峯會拒牽手 | 在印度新德裡舉行的人工智慧高峰會上，OpenAI 執行長 Sam Altman 與 Anthropic 執行長 Dario Amodei 拒絕牽手，展現出兩家公司之間的競爭。Altman 表示沒有牽手並非故意，而是拍攝過程中的混亂。兩家公司 | [Link](https://longbridge.com/en/news/276408352.md) | | 阿特曼出席 AI 峯會 強調全球亟需監管措施 | 阿特曼在 AI 全球峯會上強調，全球亟需對快速發展的人工智慧技術進行監管。他指出，AI 的民主化是人類繁榮發展的關鍵，集中技術於單一公司或國家可能導致災難。他呼籲建立類似國際原子能總署的組織，以協調 AI 事務並應對新出現的問題，如失業和網 | [Link](https://longbridge.com/en/news/276395979.md) | | 隨着人工智能存儲需求的增加以及票據交換的出現，投資希捷科技（STX）的理由可能會發生變化 | 希捷科技正在經歷與人工智能和雲計算工作負載相關的高容量硬盤需求上升，預計第三季度收入將超過市場預期。該公司正在以現金和股票交換 6 億美元的 3.50% 可交換高級票據（到期日為 2028 年），以降低資產負債表風險。分析師預計到 2028 | [Link](https://longbridge.com/en/news/276013047.md) | | OpenAI 新一輪融資或突破千億美元 據報亞馬遜、軟銀、英偉達及微軟參與投資 | OpenAI 即將完成新一輪融資，預計籌集超過 1000 億美元，估值可能超過 8500 億美元。主要投資者包括亞馬遜、軟銀、英偉達和微軟。融資將分階段進行，預計在本年度內完成。亞馬遜可能投資高達 500 億美元，軟銀 300 億美元，英偉 | [Link](https://longbridge.com/en/news/276297991.md) | | 新澤西州共同養老金基金 D 增持了希捷科技控股公司的股份 $STX | 新澤西州公共養老金基金 D 在第三季度將其在希捷科技控股公司的股份增加了 7.7%，目前持有 74,406 股，價值 1756 萬美元。其他機構投資者也提高了他們的持倉。首席執行官威廉·D·莫斯利出售了 20,000 股，減少了 4.45% | [Link](https://longbridge.com/en/news/276113880.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.