Bull markets are often built on themes, and it’s clear which one has been driving the current one’s gains. It’s all about AI, of course, with the

While Micron's partnership with NVIDIA boosts its AI prospects, short-term challenges, including weak consumer spending and geopolitical risks, warrant caution.

Micron posted disappointing guidance in its fiscal first-quarter earnings report. The company's $6.17 billion award from the CHIPS Act is being finalized. Micron looks cheap on a forward earnings basis.