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#micron-technology
from24/7 Wall St.
5 days ago
Artificial intelligence

Up 145% in 2025, This AI Infrastructure Stock Is Still Deeply Discounted

Micron Technology's memory and storage solutions (DRAM, NAND, HBM) are essential to AI performance, preventing bottlenecks and enabling large-scale model training.
from247wallst.com
1 month ago
Business

Could Micron's Memory Boom Make It the New Oracle?

Micron is a rapidly growing, undervalued AI memory supplier benefiting from surging data-center DRAM/NAND demand, rising prices, and a higher analyst price target.
Silicon Valley
fromTheregister
4 weeks ago

Samsung and SK Hynix to feed OpenAI's megaproject

OpenAI secured Samsung and SK Hynix to supply massive high-bandwidth memory and to collaborate on Korean datacenter capacity for the Stargate AI infrastructure buildout.
Tech industry
fromTheregister
1 month ago

Micron close to selling all the HBM it will make next year

Micron has six HBM customers and near-complete 2026 HBM3E sell-out, expects rising memory margins and will invest $18B in FY2026 capital expenditures.
fromTheregister
1 month ago

Curious connections: Voyager probes and Sinclair ZX Spectrum

The twin robotic spacecraft launched in 1977, the same year as the Apple II, the TRS-80 and the Commodore Pet, making the spacecraft the patron saints of the modern computer age. By the time Voyager's primary mission ended with Voyager 2's 1989 Neptune encounter, earthlings had the 80486, the Gameboy and the Apple Macintosh Portable. As Voyager 2 was nearly three billion miles (4.7 billion kilometers) away at that point, however, hardware upgrades were ruled out by the cost of delivery.
Science
Business
from24/7 Wall St.
2 months ago

Live: Will Applied Materials (AMAT) Pop After Tonight's Earnings?

AI-driven demand is expected to strengthen foundry/logic and DRAM, despite weaknesses in ICAPS.
Gross margin forecast at 48.3% is under scrutiny due to market pressures.
Management is optimistic about H2 performance, increasing focus on Q3 results.
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