Micron is sounding an alarm that cuts through the usual semiconductor cycle chatter. The company is telling investors and ...

Artificial intelligence will face a severe memory shortage throughout 2026 and 2027, according to CJ Muse, senior analyst at ...

Micron hits record AI-driven revenue, but peak-cycle pricing, rich valuation, and $20B FY2026 CapEx raise oversupply risk.

Micron Technology, Inc. (NASDAQ:MU) is one of the Trending AI Stocks on Wall Street. On January 13, KeyBanc analyst John Vinh ...

The AI trade has hit a new stage: The spotlight is shifting from the chips that process data to the hardware required to store it. "Right now, we are very early in the memory cycle," DA Davidson ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Micron Technology traded slightly higher over the past month amid explosive AI memory ...

In a recent Market Pulse article,“Is Micron in a Bubble?”, I examined whether the sharp rise in Micron’s earnings and share price reflects another familiar memory-cycle peak or something more durable.

SK hynix Inc. (OTC:HXSCL) is among the most fantastic stocks every investor should pay attention to. SK Hynix is the top performer in our list with YTD gains of around 260%. On October 31, Goldman ...

The rapid expansion of artificial intelligence has triggered a profound shift across the global semiconductor industry, ...

Western Digital (WDC) benefits from rebounding NAND prices and AI-driven demand for nearline storage, supporting its earnings ...

These AI-powered companies combine disciplined execution with reasonable market valuations.