Bearish for NVIDIA
Memory Stocks Replacing GPU Trade
Stable
Steady attention in NVIDIA coverage, without a clear trend.
Updated 14 October 2026
The bearish argument: Investors are aggressively bidding up the memory side of the AI stack, benefiting SanDisk over Nvidia.
How attention has changed
0% of NVIDIA coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 0% |
| 2026-09-16 | 0% |
| 2026-09-17 | 0% |
| 2026-09-18 | 0% |
| 2026-09-19 | 0% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 0% |
| 2026-09-24 | 0% |
| 2026-09-25 | 0% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 0% |
| 2026-10-01 | 0% |
| 2026-10-02 | 0% |
| 2026-10-03 | 0% |
| 2026-10-04 | 0% |
| 2026-10-05 | 0% |
| 2026-10-06 | 0% |
| 2026-10-07 | 0% |
| 2026-10-08 | 0.9% |
| 2026-10-09 | 0.6% |
| 2026-10-10 | 0.5% |
| 2026-10-11 | 0% |
| 2026-10-12 | 0% |
| 2026-10-13 | 0% |
| 2026-10-14 | 0% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
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The Globe and Mail · Published 7 Oct 2026
Microsoft set to unveil AI laptop powered by Nvidia chips
In coverage record: 8 Oct 2026
“Nvidia increased the price of an AI desktop machine called the DGX Spark by about 75 per cent to US$6,950, thanks to the surging costs of its 128 gigabytes of memory.”
Read article
Earlier coverage
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Business Insider · Published 28 Aug 2026
Fantasy Football Stock Market Guide: Nvidia, AMD, Oil Stocks and More
In coverage record: 29 Aug 2026
“Nvidia's massive AI buildout is driving demand for their products, while rising memory prices also squeeze Nvidia's margins.”
Read article -
The Economic Times · Published 25 Aug 2026
Micron Under Pressure: Is the AI Memory Boom Losing Momentum?
In coverage record: 26 Aug 2026
“Micron's selloff came just ahead of Nvidia's earnings report, making investors particularly sensitive to signs of slowing AI spending or rising semiconductor costs.”
Read article -
Markets Insider · Published 23 Aug 2026
Nvidia (NVDA) Heads Into Earnings as Soaring Memory Costs Push AI Server Prices Up 15%+
In coverage record: 24 Aug 2026
“Prices for servers built around Nvidia's chips are set to rise by more than 15% in many cases as memory costs surge. Passing higher memory costs on to customers could help protect those margins, but it also makes already expensive AI data centers even more costly to build.”
Read article -
Fortune · Published 22 Aug 2026
Nvidia customers notified about AI-related price hikes above 15%
In coverage record: 23 Aug 2026
“The inability of the industry's most dominant company to hold the line on prices or absorb growing costs shows how much leverage makers of memory chips – Samsung Electronics Co., SK Hynix Inc. and Micron Technology Inc. – have amid a surge in demand for AI infrastructure.”
Read article -
EUROPE SAYS · Published 21 Aug 2026
These 3 Artificial Intelligence Stocks Can Double by the End of 2027
In coverage record: 22 Aug 2026
“Sandisk is simply doing better, by a lot. It delivered 372% year-over-year revenue growth in its fiscal 2026 fourth quarter, with sales up by 51% sequentially. Sandisk's financial numbers and guidance have been far more impressive than Nvidia's.”
Read article -
Hindustan Times · Published 28 Jul 2026
Apple overtakes Nvidia to become world's most valuable company as AI chip stocks slide
In coverage record: 29 Jul 2026
“However, many investors are now shifting their focus away from AI graphics processing units (GPUs) and towards other parts of the AI supply chain. Investors are showing more interest in memory chips and other data centre infrastructure companies.”
Read article -
Benzinga · Published 13 Jul 2026
Why Is NVIDIA Stock Falling Monday?
In coverage record: 14 Jul 2026
“Meanwhile, tech strategist Dan Ives told CNBC on Monday that investors have rotated toward memory stocks as the 'shiny new toy,' leaving NVIDIA and some hyperscalers under pressure despite their central role in AI.”
Read article -
Benzinga · Published 4 May 2026
SanDisk Stock Crushes Nvidia With 45x Returns, Becomes S&P 500's Best
In coverage record: 4 May 2026
“The move highlights a sharp rotation inside the AI trade: investors are not walking away from Nvidia, but they are aggressively bidding up the memory side of the AI stack as NAND pricing and data center demand reset higher.”
Read article