Micron Technology's AI-driven HBM demand, surging revenue and discounted valuation fuel debate on whether its 2025 triple still has room to run.

NVIDIA looks poised to take the AI chip spotlight in 2026 as Micron's massive rally leaves little room for error.

Qualcomm takes a slight edge in a Zacks Analyst Blog comparison as chipmakers race to capitalize on AI-driven demand.

Qualcomm takes a slight edge in a Zacks Analyst Blog comparison as chipmakers race to capitalize on AI-driven demand.

Visa, AMD and Thermo Fisher Scientific headline Zacks' top analyst reports, spotlighting digital payments strength, AI-driven chip demand and...

Visa, AMD and Thermo Fisher Scientific headline Zacks' top analyst reports, spotlighting digital payments strength, AI-driven chip demand and...

SNDK has surged in early 2026 as NAND scarcity and AI storage demand fuel massive earnings growth and keep its valuation in check.

MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests the rally may still run.

MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests the rally may still run.

MU outpaces NVDA as AI demand surges, with faster EPS growth, sold-out HBM supply and a far lower valuation premium.