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JPMorgan: Memory Chip Shortage to Persist 2 Years, Fuels Hyperscaler Rally

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • JPMorgan sees memory chip shortage persisting 2+ years, boosting Micron, SK Hynix, Samsung.
  • Meanwhile, hyperscaler stocks (Nvidia, Microsoft, Meta) drive S&P 500 to 26 record closes in 2026, reflecting broad market strength.
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META price history

670.24 +6.06% over the displayed period

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