Morgan Stanley Recommends Buying Memory Stocks as DRAM Prices Seen Rising Over 25% in Q3

DRAM11.54%
According to Morgan Stanley, DRAM prices for data center use are estimated to rise over 25% in Q3 compared to Q2, driven by persistent supply tightness. The investment bank recommends buying memory stocks at current weakness, arguing that recent selloffs represent a strong entry opportunity as memory becomes a key bottleneck in AI infrastructure buildout. Morgan Stanley's analysis team recently met with major data center buyers and found no signs of supply pressure easing, supporting expectations for continued price momentum.
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