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2024-04-09 13:49:33 ET The semiconductor industry has seen a flurry of activity over the past year or so. There has been generally positive momentum for stocks in the space, thanks in large part to recent developments in artificial intelligence (AI) . The rise of these advanced algorith...
2024-04-09 11:07:18 ET More on Western Digital Western Digital: Even Without The Spin-Off, The Company Remains Undervalued Western Digital Corporation (WDC) Morgan Stanley Technology, Media & Telecom Conference (Transcript) Western Digital: Technical Trends Point...
2024-04-09 09:40:03 ET More on Seagate and Western Digital Western Digital: Even Without The Spin-Off, The Company Remains Undervalued Western Digital Corporation (WDC) Morgan Stanley Technology, Media & Telecom Conference (Transcript) Seagate's Breakout HDD A Ga...
2024-04-09 08:41:07 ET More on Micron Micron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade) Micron: Reasonable Valuation On Massive Tailwind Micron Will Experience Strong Tailwinds As GPU Capacity Loosens Up Nvidia, Micron, Qualcomm in foc...
2024-04-09 04:06:00 ET There's little doubt that the advent of artificial intelligence (AI) will have far-reaching implications in technology circles, though it's also clear the effect will be staggered. One company that's just beginning to see AI's impact on its results is Micron Tec...
2024-04-09 03:57:49 ET Summary Lam Research's position in the semi-cap during a memory rebound cycle should support outperformance in 2024, in my opinion. Memory makes up a noteworthy portion of Lam's total revenue, at 48% in its December quarter. Lam's stock has already outpe...
NUREMBERG, Germany, April 09, 2024 (GLOBE NEWSWIRE) -- Embedded World -- Micron Technology, Inc. (Nasdaq: MU), today announced it is sampling the automotive-grade Micron 4150AT SSD, the world’s first quad-port SSD, 1 capable of interfacing with up to four systems on chips (SoCs...
2024-04-08 15:00:03 ET John Vinh from Loop Capital Markets issued a price target of $150.00 for MU on 2024-04-08 14:00:00. The adjusted price target was set to $150.00. At the time of the announcement, MU was trading at $122.92. The overall price target consensus is at $...
2024-04-08 12:44:37 ET Shares of Micron Technology (NASDAQ: MU) popped on Monday morning, jumping by as much as 5%. As of 11:36 a.m. ET, the rally had faded somewhat, though the stock was still up 1.2%. The catalyst that sent the memory and storage chipmaker higher was a vote of...
2024-04-08 10:41:25 ET More on Applied Materials Added Applied Materials To Our Model Portfolio (Technical Analysis) Applied Materials, Inc. (AMAT) Morgan Stanley Technology, Media & Telecom Conference (Transcript) Applied Materials' WFE Market Share Plummets 5% ...
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VANCOUVER – USA News Group – In this ongoing artificial intelligence (AI) rally, not all tech stocks are experiencing the same growth. According to Reuters , tech giants such as Microsoft are facing setbacks, while chipmakers continue to climb, marking a divide in the benefi...
2024-07-31 13:25:37 ET One of the biggest driving forces behind the market rally that kicked off early last year has been the accelerating adoption of generative artificial intelligence (AI) . However, after the big run-up, investors have taken a step back, looking for additional eviden...
2024-07-31 04:55:00 ET The artificial intelligence boom isn't just about chip stocks like Nvidia (NASDAQ: NVDA) . It's also completely changing the dynamic random access memory (DRAM) market as we know it -- and for the better. High-bandwidth memory (HBM) has been a niche techno...