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When Micron Technology reports its fiscal first-quarter earnings on Wednesday afternoon, investors will be listening for the memory chip maker’s outlook in the next few quarters. Micron is one of three companies, along with Samsung and SK Hynix, that make high-bandwidth memory, a key component of AI chips. Surging demand for AI chips has lifted memory chip revenues for all three companies in the past year or so. That in turn has lifted all three stocks by more than 100% this year—Micron...

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Community Commentary

Josh BersinIndustry analyst The Josh Bersin Company
on… Why xAI Has an Uphill Battle Selling Grok to Businesses
I would guess Grok’s biggest customers may be Tesla drivers who can use it for navigation and shopping.
Ayman Mabrouk
on… Why xAI Has an Uphill Battle Selling Grok to Businesses
Grok’s numbers would be even worse if it wasn’t bundled into the minimum premium subscription for X.
Peter Burrows
on… Why Silicon Valley is Buzzing About Apple CEO Succession
Cook could make a far greater contribution to Apple shareholders, and all shareholders, in the long run by showing some political leadership and using Apple‘s massive influence to fight for the rule of law, economically sane policies, and to defend democratic norms. That’s a lot to lay on a single person, I realize. But few executives have the platform and the proven record for effective leadership that he does. But so far he has been woefully disappointing on this front.
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