CNBC's "Fast Money" team discusses how the AI trade made a comeback this week, what they're watching and more.
On Dec. 19, 2025, upbeat AI sentiment helped lift major U.S. indexes even as quad‑witching volatility kept trading choppy.
AI-driven demand has fueled explosive gains for Micron Technology and Palantir Technologies, and analysts see further upside as revenues, profits and forecasts climb.
Micron's quarterly results and forward guidance significantly exceeded analyst expectations, driven by surging demand for AI memory chips. A Wall Street analyst compared the earnings beat to Nvidia's
Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.
Micron (MU) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Micron Technology, Inc.'s AI-driven memory boom faces hard supply ceilings, with HBM fully booked through 2026 and displacing standard DRAM, which caps incremental revenue upside despite strong demand
Micron (MU) surged to new highs on robust earnings, historic margin guidance, and AI-driven demand, with products sold out through fiscal 2026. Ford (F) pivots its EV strategy, writing down $19.5B, sh
Major stock indexes jumped for a second straight session Friday, with AI-related shares again leading the charge as risk returned to the market.
Micron Technology delivered a decisive upside surprise in Q1 '26, beating revenue and EPS expectations, and issued robust forward guidance that reset AI-driven sentiment. MU guided for $18.7 billion i
The stock market struggled, but the S&P 500 and Nasdaq ultimately recovered their 50-day lines. Micron, Oracle and Nike were key movers.
The S&P 500 is starting to feel like it's about to roll over again, even after a nice Thursday session of relief in response to some cooler CPI (consumer price index) data.
Pre-Market Stock Futures: Futures are trading higher on Friday as we prepare for the holiday-shortened week leading up to Christmas, following a solid risk-on Thursday. The Consumer Price Index print
Stock News TikTok inks U.S. spinoff deal: Oracle (ORCL) and partners Silver Lake and MGX will take major stakes in a new TikTok U.S. venture, with U.S. data hos
Kevin Simpson, Founder and CEO of Capital Wealth Planning, says Micron's blowout earnings highlight lasting AI-driven demand, while improving transports and manageable tariff risks point to a healthie
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