Micron’s $1 Trillion Moment: HBM and the AI Memory Reset
Micron crossed $1 trillion in market cap on June 1, 2026 after a 6.6% pop to $1,035, a 263% YTD gain driven by AI-memory demand.
Technology
Marvell’s $177B AI Bet: Q1 Beat, 102.4 Tbps Switch, NVLink
Marvell is up 138% YTD on a Q1 FY27 beat, the industry’s first 102.4 Tbps AI switch, and a widening Nvidia NVLink Fusion partnership.
Nvidia’s $80B Buyback and 25x Dividend Hike, Explained
Nvidia returned $20B in Q1, added an $80B buyback authorization, and lifted its dividend 25x – even as it zeroed China out of its outlook.
Micron Joins the $1 Trillion Club on AI Memory Surge
Micron (MU) jumped 19.3% to $895.88 on May 26, 2026, lifting its market cap above $1 trillion as AI HBM demand reshapes the memory cycle.
Nikkei 225 Tops 65,000 First Time on Iran Peace, Tech Bid
Japan’s Nikkei 225 closed at a record 65,158 on May 25, 2026, up 2.87%. Iran peace talks crushed oil; SoftBank and chip equipment names led the bid.
Dell Jumps 16.8% on NVIDIA Halo; Q1 Bar Is High Now
Dell ripped 16.77% Friday after NVIDIA’s record $81.6B quarter. With a $43B AI server backlog already in hand, Q1 FY27 has to deliver.
Navitas (NVTS) Up 287% YTD on AI Data Center Power Bet
Navitas Semiconductor jumped 20% to $29.25 on May 22, extending a 287% YTD run as the 800V AI data center power thesis takes hold.
S&P 500 Hits 8-Week Win Streak, Longest Since 2023
Wall Street’s eight-week run, its longest since December 2023, lifted the S&P 500 to 7,473 as small caps and quantum names led Friday.