On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits ...

At the Great American State Fair, in Washington, D.C., and at the opening of the Theodore Roosevelt Library, in North Dakota, ...

The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan's advanced production ecosystem ...

Micron Technology earns a high-conviction 'Hold' as AI-driven demand is now fully priced into the stock. The market focus has shifted from peak earnings to the durability of MU’s elevated earnings and ...

The bears may be ready for bed, but the AI party doesn't look to be ending anytime soon, as evidenced by Micron's quarterly earnings on Wednesday. But which stocks stand to gain the most depends on ...

Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted ...

Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while ...

Micron beat even elevated AI-optimism estimates with 85% non-GAAP gross margins and $25 adjusted EPS, then guided Q4 to $50 billion in revenue. Micron's HBM4 is locked into NVIDIA's Blackwell and ...

Micron's pricing power may have permanently changed the semiconductor industry. D.A. Davidson analyst Gil Luria joined Bloomberg Open Interest to explain why AI has turned memory into a strategic ...

In his Sunday column, Jim Cramer explores the dominance of tech stocks and the upside potential that still remains.

Micron's fiscal third quarter of 2026 (the period ended May 28, 2026) was the biggest in the company's history. Revenue jumped 346% year over year to a record $41.46 billion, up from $9.30 billion a ...