Semiconductor News & Analysis Feed

Micron Technology's stock has surged 253% year-to-date, pushing its market cap above $1.18 trillion and joining the trillion-dollar club. The rally, driven by strong demand for high-bandwidth memory (HBM) and premium DRAM amid the AI infrastructure boom, has propelled the stock to near historical hi

Wall Street remains bullish on NVIDIA (NVDA) despite a recent 3% decline in its stock price, which reflects investor caution regarding the technology sector's ability to generate profits from AI capital expenditure. Analysts predict over 44% upside potential for NVDA over the next 12 months. As a fa