Micron: Q4, I Was Wrong, Surging AI Demand Bridges Blackwell Delays (Rating Upgrade)
Micron's Q4 earnings exceeded expectations, driven by strong AI demand for advanced DRAM and NAND products. Read why I am ...
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Micron’s Impressive Forecast Sparks Global Chip Market Rally
Global chip stocks saw a significant rally on Thursday following U.S. semiconductor maker Micron's revenue guidance, which ...
Google Pixel 9 vs Google Pixel 8: Google’s base models compared
More generally, Google has made its Gemini AI the default assistant on the Pixel 9, whereas it was Google Assistant on the ...
1 Spectacular Semiconductor Stock Down 21% You'll Wish You'd Bought on the Dip
Tight supply of HBM chips for the data center also contributed to a sharp increase in Micron's gross profit margin in Q4. It ...
Buy the stocks of these companies helping fuel the 'AI gold rush,' analyst says
This deficit in the supply of chips and chip-making tools means investors can shift their focus to physical transistors. These makers of "picks-and-shovels" wafer fab equipment can help solve the ...
Micron: Why Q4 Results Didn't Get Me Excited
Read here for an analysis of Micron's (MU) growth in the HBM market, concerns about market share outlook, and factors ...