Jim Cramer says it’s not too late to own any one of these 4 soaring memory stocks
- ID
- 15021
- Status
- summarized
- Published
- 18 Aug 2026, 6:20 AM
- Fetched
- 18 Aug 2026, 7:19 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/08/17/cramer-buy-soaring-memory-stocks.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 2.0
- Created
- 18 Aug 2026, 7:20 AM
- Tags
- Audience
- developersai-ml-learnerssaas-founders
What happened
CNBC's Jim Cramer argues the AI boom has structurally changed the memory chip industry, citing Sandisk (+653% YTD), Seagate (+261%), Micron (+254%), and Western Digital (+211%) as still worth owning. He claims memory makers are showing more supply discipline this cycle, and notes Elon Musk has publicly called memory a key bottleneck for data center growth.
Why it matters
For builders, the only actionable signal is Musk's stated concern that memory supply is constraining data center build-out, which could mean sustained upward pressure on cloud and AI inference infrastructure costs. Cramer's stock-picking angle itself offers no engineering or product decision to act on.
Discussion angle
Whether memory-as-bottleneck is actually affecting your cloud billing or model deployment timelines, or whether this is a Wall Street narrative disconnected from what builders experience on the ground.