Micron rides booming AI demand as HBM-fueled revenues surge, while Palantir and NVIDIA post strong growth heading into 2026.

Micron designs, manufactures, and sells memory and storage products across the United States, Asia and other global markets.

I am upgrading Micron Technology to Strong Buy, driven by explosive AI-fueled demand for advanced memory chips. MU's HBM3E ...

It dragged other AI-related names down with it. Chip darling Nvidia was last seen down 1.4% in premarket trading, memory and storage firm Micron was 1% lower, tech heavyweight Microsoft dipped 0.4%, ...

Shares of Micron Technology have surged to record highs this week as analysts continue to raise their targets for the memory ...

Nvidia (NASDAQ: NVDA) is pushing higher on a report from Truth Social that the tech giant could ship its H200 chips to “approved customers” in China and other high-demand areas.  All under the ...

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 ...

Micron gains from a memory supercycle, strong fundamentals, HBM share growth, rising prices and high-margin data center ...

One of the first market truths I learned over my 30 years navigating Wall Street was that semiconductor demand is cyclical.

Oracle share price slumped nearly 12 per cent on Thursday. Nvidia, Microsoft, Micron, and CoreWeave stocks were down between ...

TL;DR: Micron leads in ultra-fast GDDR7 memory with pin speeds exceeding 40Gbps, surpassing NVIDIA's current 28-30Gbps in GeForce RTX 50 series GPUs. As the sole LPDRAM supplier for NVIDIA's AI ...

Stifel is far from the only firm boosting targets and touting a bullish tone. Goldman Sachs' analysts expect Micron to ...