AI-linked stocks surge, led by Nebius and Core Weave
AI-related stocks surged, with gains across storage chips, semiconductor equipment, AI cloud services, and optical communications and photonics products. Among storage-chip stocks, SK Hynix rose more than 9%, SanDisk gained more than 5%, Western Digital climbed more than 3%, Seagate rose more than 7%, and Micron Technology advanced more than 4%. Among semiconductor-equipment stocks, Applied Materials rose more than 4%, Lam Research gained more than 4%, and KLA climbed more than 3%. Among next-generation AI cloud-service companies, Nebius jumped more than 34% and CoreWeave rose more than 19%. Among optical communications and photonics-products companies, Lumentum gained more than 13%, Coherent rose more than 8%, and Corning advanced more than 5%.
Among storage-chip stocks, SK Hynix rose more than 9%, SanDisk gained more than 5%, Western Digital climbed more than 3%, Seagate rose more than 7%, and Micron Technology advanced more than 4%.
Among semiconductor-equipment stocks, Applied Materials rose more than 4%, Lam Research gained more than 4%, and KLA climbed more than 3%.
Among next-generation AI cloud-service companies, Nebius jumped more than 34% and CoreWeave rose more than 19%.
Among optical communications and photonics-products companies, Lumentum gained more than 13%, Coherent rose more than 8%, and Corning advanced more than 5%.
