Micron Technology remains a Buy as it is positioned in a super-upcycle driven by AI demand across data centers, mobile, and industrial markets. Learn more about MU stock here.

Super Micro Computer, Inc. downgraded to Hold as shipment delays, thin margins, and premium valuation outweigh AI demand.

Gen AI offers value creation enhancement, but portco legacy systems must first be adapted, Pauline Thomson, head of data science, told PE Hub.