Australiaele

NewEdge Weath CIO Cameron Dawson discusses the outlook for semiconductor stocks during an interview with Matt Miller on "Bloomberg Open Interest."

Micron has experienced a significant market surge, surpassing a $1 trillion valuation driven by robust demand in the artificial intelligence sector. Despite this, the company remains undervalued, trading at under 10 times forward earnings. Bloomberg Intelligence's Jake Silverman has more on "Bloomberg Open Interest."

UBS raised its price target on Micron to a Street-high view of $1,625, up from $535. Mandeep Singh has more on "Bloomberg Open Interest."

Micron President and CEO Sanjay Mehrotra discusses the company's significant expansion of DRAM manufacturing in the US. Speaking with Bloomberg's Tyler Kendall, Mehrotra highlights the importance of this advanced memory technology for critical sectors such as automotive, aerospace, defense, industrial and networking.

Nvidia beat analysts' estimates with its latest results and forecast, and used its latest quarterly report to tout progress in diversifying the company. Though investment in artificial intelligence has continued to surge from large data center clients, Nvidia predicted that a vast array of other businesses and governments would soon become a bigger source of revenue. Bloomberg's Neil Campling reports.

Talks between Samsung Electronics and its largest labor union broke down, raising the prospect of a workers' strike. A general work stoppage will go ahead on Thursday, labor leader Choi Seung-ho told reporters. The collapse in negotiations puts the global technology supply chain at risk because Samsung is the world's biggest supplier of the chips that go into devices from data center servers to smartphones and electric vehicles. Bloomberg's Yoolim Lee reports.

Gerber Kawasaki Wealth and Investment Management co-founder and CEO Ross Gerber previews Nvidia's first-quarter earnings report and what it might signal for the AI industry on "Bloomberg The Close."

Alphabet's Google agreed to create an artificial intelligence cloud business with Blackstone, aiming to compete with companies like CoreWeave in a burgeoning market. The project will rely on an initial $5 billion in equity capital from Blackstone, which will become the majority owner, according to a statement Monday. Bloomberg's Neil Campling explains.

Dell CEO Michael Dell and Nvidia CEO Jensen Huang discuss what they see as the biggest supply chain constraint right now during an interview with Bloomberg's Ed Ludlow on the sidelines of the Dell World event in Las Vegas.

"Risk is on and at higher levels," Bob Sloan, managing partner at S3 Partners, says when discusses short covering in US stocks on "Bloomberg The Close."