Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Read more here.

Morgan Stanley analyst predicts serial upward revisions to Micron's earnings estimates. ・A report that the company is ...

Palantir's surging AIP demand and MU's HBM-fueled momentum put both stocks in focus as AI growth continues to reshape the ...

Micron announced that it is exiting the Crucial consumer business, as the AI-driven demand in memory and storage needs (even ...

Micron is ending its Crucial consumer line to prioritize AI-focused HBM, signaling higher prices and tighter PC-part supply.

Rumours suggest Nvidia is pulling VRAM from its GPU bundles amid the global memory shortage, leaving partners to find their ...

Micron topped the IT heat map — the No. 1 "hot" tech stock based on rising interest, rank jumps and new top-10 placements. It wasn't even close. For a name that spent years overshadowed by AI darlings ...

NVIDIA is reportedly not bundling GPUs and GDDR memory chips together, telling AIB partners that they now have to source ...

Nvidia is moving to disrupt the memory market again, planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025 and handed the entire contract to Micron. According to DigiTimes Asia the ...

Leading artificial intelligence chipmaker Nvidia released its third-quarter earnings on Nov. 19. As usual, results were a ...

The artificial intelligence (AI) boom helped NVIDIA Corporation NVDA become the most valuable company, with a market ...

Micron Technology Inc. will spend ¥1.5 trillion ($9.6 billion) to build a plant in western Japan to make memory chips for artificial intelligence applications, Nikkei newspaper reported.