An AI memory 'supercyle' is here. These 4 stocks are poised to be the big winners.

Justin Sullivan/Getty Images

• Memory chip makers have seen their stocks soar.
• Demand from AI data centers has outweighed supply, creating an "unprecedented" shortage.
• Analysts say the dynamic supports an AI-fueled memory "supercycle."

Memory stocks extended a strong rally on Monday, propelling a sustained streak of gains amid predictions of an AI-driven memory shortage.

Earnings from Sandisk, Micron, Seagate Technology, and Western Digital underscored...