Industry Overview - Artificial intelligence (AI) infrastructure spending is expected to increase significantly, with the five largest hyperscalers and cloud computing companies in the U.S. projected to spend between $660 billion and $690 billion in 2026, up from $380 billion last year [1][2] - The demand for AI infrastructure is driven by both established companies and new entrants in the AI space, indicating a robust growth trajectory for the sector [2] Company Analysis: Micron Technology - Micron Technology's dynamic random-access memory (DRAM) chips, particularly high-bandwidth memory (HBM), are essential for AI data centers, enabling faster data processing for AI models [5][8] - The company has noted that AI servers require six times the amount of DRAM compared to standard servers, leading to a significant increase in demand and a shortage of memory chips [7][9] - Analysts predict a substantial increase in Micron's earnings, with expectations of more than a fivefold increase in earnings per share over two fiscal years, making it an attractive investment opportunity [11] - Micron's current trading multiples are favorable compared to the tech-focused Nasdaq-100 index, suggesting potential for price appreciation [12] Company Analysis: Jabil - Jabil is positioning itself as a key player in AI infrastructure, providing manufacturing and engineering services for AI server racks and related technologies [13][15] - The company plans to invest $500 million to expand its AI data center infrastructure manufacturing capacity, reflecting its commitment to capturing the growing demand in this sector [15] - Jabil is forecasting a 35% increase in AI revenue for fiscal 2026, indicating strong growth potential, and has raised its operating margin guidance due to improved contributions from its AI business [16] - The stock is currently trading at a discount compared to the Nasdaq-100's earnings multiple, suggesting it may still have significant upside potential [18][19]

Company Overview - STMicroelectronics N.V. (NYSE:STM) is a semiconductor manufacturer that designs and produces electronic components, including sensors, power management solutions, and microcontrollers [2]. Investment Sentiment - Jim Cramer highlighted STMicroelectronics as a cheap and good investment opportunity, suggesting a willingness to buy the stock despite its valuation of approximately 40 times earnings compared to peers with growth [1]. - Hardman Johnston Global Equity Strategy initiated a position in STMicroelectronics, indicating confidence in the company's market position and future prospects [2]. Market Conditions - The analog semiconductor cycle is believed to have reached a trough in early 2025, following a post-pandemic period of oversupply and excess inventory that affected the industry through 2024 [2]. - Indicators such as growing customer backlogs, improved order signals, and better inventory visibility suggest a recovery in the near future, positioning STMicroelectronics to benefit from a restocking cycle [2]. Growth Opportunities - The company is expected to experience significant gross and operating margin leverage as underutilization costs decline and structural manufacturing optimizations take effect [2]. - Medium-term growth opportunities include increased content in new iPhone models and exposure to emerging markets such as LEO satellites and AI data centers, supporting structural expansion [2].

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Monolithic Power Systems Inc. regarding a class action lawsuit due to alleged misleading statements and quality control issues affecting the company's products [1][2]. Allegations - The complaint alleges that Monolithic's voltage regulator modules and power management integrated circuits experienced significant performance and quality control issues [1]. - These defects negatively impacted the performance of products offered by Nvidia, Monolithic's largest customer [1]. - Monolithic failed to adequately address known issues affecting the performance of its power management solutions supplied to Nvidia [1]. - The relationship between Monolithic and Nvidia has been irreparably damaged due to these performance and quality control issues [1]. Class Action Details - The class period for the lawsuit is from February 8, 2024, to November 8, 2024 [1]. - Shareholders are encouraged to register for the class action by April 7, 2025, to potentially be appointed as lead plaintiff [2]. - There is no cost or obligation for shareholders to participate in the case [2]. Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm focused on protecting the rights of investors who have suffered from deceit and illegal business practices [3]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors affected by misleading statements [3].

NEW YORK, March 6, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Monolithic Power Systems Inc. (NASDAQ: MPWR).Shareholders who purchased shares of MPWR during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/monolithic-loss-submission-form/?id=134049&from=4 CLASS PERIOD: February 8, ...

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Monolithic Power Systems Inc. regarding a class action lawsuit due to alleged misleading statements and quality control issues affecting the company's products [1][2]. Summary by Sections Allegations - The complaint alleges that during the class period from February 8, 2024, to November 8, 2024, Monolithic Power Systems made materially false and misleading statements [1]. - Specific allegations include significant performance and quality control issues with Monolithic's voltage regulator modules and power management integrated circuits [1]. - These defects reportedly impacted the performance of products from Monolithic's largest customer, Nvidia, and the relationship between Monolithic and Nvidia has been irreparably damaged [1]. Class Action Details - Shareholders who purchased shares of MPWR during the specified class period are encouraged to register for the class action, with a deadline of April 7, 2025, to seek lead plaintiff status [2]. - Participants will be enrolled in a portfolio monitoring software to receive updates throughout the case lifecycle [2]. Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm focused on protecting investors' rights against deceit and illegal business practices [3]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements [3].