Micron

Nasdaq rebounds as Nvidia and Micron keep chip demand in focus, while traders weigh Fed rate risks and narrow market breadth.

Micron and Nvidia erased early gains as the stock market tested whether AI optimism can hold against valuation worries and Fed risk.

A semiconductor rout erased more than $1 trillion in value as jobs data and Broadcom guidance forced a fresh reset in AI stock valuations.

HPE's record quarter and raised outlook put AI server stocks back in focus as Wall Street weighs infrastructure demand, margins and valuation risk.