5 AI names I’m watching Monday: $MU $RYET $APLD $BE $ORCL, from memory chips to AI software to the power grid. What are yall watching?
I’m watching five AI-related names Monday, but for very different reasons: $MU, $RYET, $APLD, $BE and $ORCL. My why is very simple: they sit at different points in the AI stack. Memory, applications, data centers, power and hyperscale infrastructure all …