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Micron Hits Fresh Records as Analysts Lift Targets on AI Memory Boom

Rising DRAM prices tied to AI data centers point to earnings upside.

ASML Seen as Prime Beneficiary of Projected AI Infrastructure Boom

ASML Signals 2026 Sales Holding Up as EUV Orders Surge

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

Navitas Positions GaN and SiC Power Chips for Nvidia’s 800 VDC AI Architecture