Ian Buck, who oversees Nvidia's server GPU and software efforts, argues the company's strengths in the AI accelerator market go well beyond developing competitive chips.
Micron analysts were saying different things than what the market was saying, but one analysts turned the tables on his Wall Street peers.
Micron's shares soared Thursday as it signaled chip doldrums are approaching an end. That should propel shares of all-too-cheap chip peers such as Intel and Applied Materials.
LRCX could be a counterintuitive opportunity to cash in.
Some analysts are calling the day's optimism unwarranted.
One of the biggest pessimists on the stock, CitiGroup, downgraded Micron from neutral to a sell.
Micron may be putting in the bottom on memory demand.
MU could rally Thursday but it will probably do very little to really improve the technical picture.
Sign up to get started or log in to see your watchlist.
Enter a symbol above to add it to your watchlist.
A confirmation email has been sent to the address provided during registration. Please click on the appropriate link to confirm your email address.