Memory chip stocks have soared lately due to shortages related to AI. The subsector is highly cyclical. According to conventional metrics, Micron looks cheap at a forward P/E of 12. 10 stocks we like ...

Micron is rated a Sell due to peak-cycle risks, overvaluation for a cyclical business, and emerging market share losses. Read ...

Whether memory stocks have shaken off their past cyclicality has split opinion among market participants. But as the rally gathers more steam, fund managers warned that the sector is still prone to ...

It’s another week in which the funding frenzy in artificial intelligence continues unabated, as World Labs Inc. and Ineffable Intelligence Inc. each raised $1 billion — the latter even before it has a ...