Fair, reasonable conversations could be had about AI growth. That’s not what the public’s being asked to participate in.

Micron Technology has surged over 200% in 12 months, driven by explosive AI-fueled memory demand. Click here to read my ...

MU outpaces NVDA as AI demand surges, with faster EPS growth, sold-out HBM supply and a far lower valuation premium.

Micron confirms the AI infrastructure boom has triggered an "unprecedented" shortage of memory chips, as production capacity ...

Global smartphone shipments may decline 2.1 per cent next year as a shortage of memory chips drives up costs and squeezes ...

AMD, which currently has a market cap around $380 billion, expects to release its MI450 AI accelerator later this year.

The shortage we are seeing is really unprecedented,” Micron Executive Vice President of Operations Manish Bhatia said in an interview shortly after the chipmaker held a groundbreaking ceremony for a ...

As it pertains to AI, Kindig's analysis has been largely been accurate among the hyperscalers. Said differently, when many on ...

On Wednesday, Huang is scheduled to appear at the World Economic Forum in Davos, Switzerland, where he’ll be interviewed by ...

Now, it’s worth noting Stock Advisor’s total average return is 955 % — a market-crushing outperformance compared to 196% for ...

Nvidia CEO Jensen Huang plans a late January trip to China to navigate a crucial market for the company's AI chips amidst US ...

Micron Technology, Inc.'s valuation is stretched, competitive catch-up looms & cyclical risks threaten long-term returns.