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data center computing

2 articles
The Motley FoolThe Motley Fool··Keithen Drury

Micron's AI Boom Masks Cyclical Risks as Memory Chip Demand Surges

Micron's quarterly revenue surges 76% to $23.9B amid AI data center demand, with $33.5B guidance. However, memory chip cyclicality poses risks for long-term investors.
MUsupply constraintsrevenue growth
The Motley FoolThe Motley Fool··Jonathan Ponciano

Neo Ivy Capital Adds $7M Position in TTM Technologies Amid Sustained Momentum

Neo Ivy Capital invested $7M in TTM Technologies, betting on the semiconductor equipment maker's strong AI-driven growth momentum and projected 15-20% 2026 sales expansion.
NVDATTMIAI infrastructureearnings growth