The semiconductor sector matters as it's been the leading group within technology since the October ’22 lows and certainly ...

Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have ...

Micron’s earnings report this week has again raised questions about the usefulness of the AI spending we are seeing from many ...

Nvidia has dominated the AI narrative in the stock market, captivating investors and the media after soaring 2,190% over the ...

Micron has a strong position in the rapidly evolving AI memory chips market. Read more about the company's recent earnings ...

Like most chip companies not named Nvidia, Micron can’t live on artificial intelligence alone. Booming demand for generative ...

Micron is a strong investment that has been undercut by Wall Street short termism. It is likely to grow in value ...

Micron has provided an update on its next-gen HBM4 and HBM4E memory, with mass production expected in 2026... ready for ...

Micron's AI opportunity wasn't enough to offset investor concern over its weak outlook for the current quarter.

Let’s now see how Micron’s troubles impact Nvidia. Nvidia isn’t a memory manufacturer itself and designs the GPUs that go into data centers. If there is pressure on memory chip demand ...