Semiconductors & Semiconductor Equipment

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.

There are some skeptical analysts but the bulls have a good argument and Micron's stock is reacting well.

While it is in the best interests of all producers to cut the supply glut for prices, that's not always the way things shake out.

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.