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Micron Extends Rally on AI Memory Demand With Barclays Target Hike and New SOCAMM2 Sampling

AI-memory optimism has propelled a late-October surge that now faces warnings about valuation and cycle risks.

Meta Partners With Arm to Shift AI Recommendations to Neoverse, Open-Source Optimizations

Broadcom Garners Fresh Bullish Calls on AI Surge, $10 Billion OpenAI Deal and NTT Tie-Up

Broadcom Starts Shipping 102.4-Tbps Tomahawk 6 Davisson CPO Switch

Judge Tosses Arm’s Final Claim, Handing Qualcomm a Full Win in Nuvia License Fight