Ben Reitzes raised price targets on Micron, SanDisk and Intel, arguing that long-term supply agreements tied to AI infrastructure demand are making earnings more predictable for semiconductor companies.

Micron Technology (MU) has risen 59% over the past month, bringing its year-to-date rally to 154%. Robust demand for memory to support the artif...

Micron Technology (NASDAQ:MU) finds itself in an enviable position, having stormed out to gains of more than 150% year-to-date and more than 650...

Micron (MU) stock climbs 2.5% in premarket trading. Inside the AI demand, China exposure, and massive analyst price target hikes.

Nvidia might be on a tear, but some investors are still convinced that there’s demand for another kind of specialized chips. And they’re putting their money where their mouth…

Four of the most heavily traded AI semiconductor stocks just hit “extreme exhaustion” readings on a composite technical model that has historically preceded sharp reversals.

Ben Reitzes raised price targets on Micron, SanDisk and Intel, arguing that long-term supply agreements tied to AI infrastructure demand are making earnings more predictable for…

Intel (INTC) stock remains in focus as CEO Lip-Bu Tan tells Jim Cramer customers want to triple AI chip orders. See how its 14A node aims to crush TSMC by 2029.

Micron, Seagate, and Western Digital drop premarket. AI supply chain worries and capacity fears trigger a memory chip stock selloff.

Seagate Technology CEO, Dave Mosley warns AI-driven memory demand is outpacing production capacity growth.