Business
AI Boom Reshapes Memory Industry
Jim Cramer highlighted four memory stocks that are benefiting from the AI boom, while CNBC's The China Connection newsletter explored the broader implications of U.S. and Chinese competition in AI development.
Coverage timeline — 2 articles
CNBC
CNBC's Jim Cramer said the AI boom has transformed the historically cyclical memory industry, as demand and greater supply discipline support stronger profits.
2026-08-17 22:20 UTC
CNBC
The U.S. can outspend China in financing artificial intelligence development, but is that the only factor that matters?
2026-08-17 23:00 UTC