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 ...

The market should continue to have a supply-demand imbalance, setting up the stock for strong returns. HBM is a specialized ...

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

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

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

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

Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about ...

The U.S. is loosening export restrictions on AI processors, but on the Chinese side, government officials are deciding how ...

RBC Capital Markets says AI bubble concerns haven't derailed the semiconductor outlook, with hyperscale spending set to stay ...