Micron announced today that it had started shipping customer sampled for its latest LPDRAM module for artificial intelligence (AI) data centers. The stock also received a price-target increase from a ...

Track Micron (MU) as an AI stock: 3 sell scenarios using valuation, technicals & fundamentals, plus a 2026 $1,000 outlook.

Morgan Stanley analyst Joseph Moore maintained an Overweight rating and a $260 price target on Nvidia, citing confidence in the company's AI roadmap and ecosystem strategy ahead of its GTC conference ...

Morgan Stanley reinstated the chipmaker Nvidia (NASDAQ:NVDA) as its top pick in the semiconductor sector, replacing Micron Technology, according to a Monday research note. Analyst Joseph Moore said ...

A key driver behind the current optimism is Micron's position in the high-bandwidth memory (HBM) market. Industry analysis from Wolfe Research confirms that the company's entire production of HBM4 for ...

The big reason analysts see more room for the stock to run higher is that demand is so strong that memory prices may end up ...

The market is giving investors a gift of an entry point in Nvidia . Accordingly, we're upgrading Nvidia back to our buy-equivalent 1 rating, in line with Jim Cramer's commentary from Monday's Morning ...

Morgan Stanley says it's time for investors to lean back into Nvidia as it trades at what the investment bank calls an attractive entry point. The Wall Street bank stood by its overweight rating and ...

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Below is a list of the top 10 large-cap stocks with positive quarterly EPS surprises, ranked according to their Seeking Alpha Quant Ratings. Sandisk Corporation (SNDK), Micron Technology (MU) and ...

AI stocks generally rose last week as the VanEck Semiconductor ETF rose 1.8%. The sector continues to have a broad divergence as software stocks struggle in 2026 and certain segments of semiconductors ...

Deutsche Bank raises target to $500, Needham to $450 as Q1 revenue hits $13.6B and AI memory demand stays fully booked through 2026.