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2024-04-14 06:25:00 ET The intersection of artificial intelligence (AI) and semiconductor technology is producing some of the most dynamic shifts in the tech industry today. On that note, three Motley Fool contributors who cover tech and AI stocks put their heads together to highlig...
2024-04-14 05:06:16 ET Summary Wall Street analysts now love Micron stock. Micron is expected to benefit from the AI revolution and increased demand for its memory products. I will argue it is near/at its cyclical high under current conditions, judging by the stock price advan...
2024-04-14 02:49:11 ET Summary Lam Research is a market leader in the semiconductor industry, providing essential wafer fabrication capital equipment. Even with semiconductor cyclical fluctuations, Lam Research has performed like a secular growth stalwart, with an EPS CAGR of 28% ...
2024-04-12 17:21:19 ET One of the biggest catalysts propelling the market higher over the past year or so has been the advent of artificial intelligence (AI) . Businesses and market watchers alike agree that the potential for productivity increases could boost profits, benefiting enterp...
2024-04-12 15:13:10 ET More on AMD, ASML, Intel and more Intel Vs. TSMC: 'Defense' Buy Of The Decade Intel: Foundry In America Matters AMD: RISC-V Is A Bogeyman China instructs telecom carriers to phase out foreign chips in setback for Intel, AMD : WSJ ...
2024-04-11 07:31:23 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 Micron could get $5B in CHIPs A...
2024-04-10 12:50:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy outperfor...
2024-04-10 10:47:02 ET Micron Technology Inc. (MU) MU is trading DOWN for the last 4 days, and it at trading at $122.07 with volume of 8,479,668 and a one day change of $-0.56 (-0.46%). Micron Technology Inc. has a 52-week low of 58.03 and a 52-week high of $130.54. The business's 5...
NUREMBERG, Germany, April 10, 2024 (GLOBE NEWSWIRE) -- Embedded World -- Micron Technology, Inc. (Nasdaq: MU), today announced that it has qualified a full suite of its automotive-grade memory and storage solutions for Qualcomm Technologies Inc.’s Snapdragon ® Digital Cha...
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...
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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...