Nvidia's dominant AI GPU leadership, massive Data Center revenue growth, strong cash position, and developer lock-in support continued gains but valuation prompts profit-taking consideration.
Micron Tumbles Despite Phenomenal Q4 -- Here's Why the AI Stock Is a Buy Now
Micron's fiscal Q4 2025 revenue surged 46% to $11.32 billion, driven by AI data-center demand, with guidance forecasting continued strong growth and margins above 50%.