Micron Technology, Inc. is upgraded to Buy as surging DRAM prices and 20% bit shipment growth drive a generationally advantageous business environment. MU’s CY25 and CY26 bit shipment outlooks are ...
Nvidia plans to acquire Groq's assets for $20 billion, targeting AI inference leadership and addressing GPU limitations for specific workloads. The deal structure secures Groq's LPU technology and key ...