The companies that make your hard disk drives are having a rally of a lifetime

Hard-drive and storage stocks surged after Nvidia CEO Jensen Huang described the memory storage market as "completely unserved."

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• The companies behind hard drives and storage are leading a stock rally.
• The surge comes after Jensen Huang flagged data storage as a key constraint for AI at CES 2026.
• SanDisk led the rally, jumping about 28% on Tuesday.

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