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Jim Cramer breaks down the AI and data center boom, identifying top winners in chips, cloud computing, and power infrastructure. Read more.
The CNN Business Fear & Greed Index shows market sentiment based on 7 indicators. It increased to 66.9, in the Greed zone on Tuesday.
Major U.S. indices ended Tuesday higher, with the Dow Jones Industrial Average climbing 0.73% to 49,298.25.
The Nasdaq 100 surged past 28,000 during Tuesday morning trading, setting a fresh record as AI-driven gains in semiconductor stocks continued to power the broader tech sector, defying pressure from elevated oil prices and geopolitical tension.
The S&P 500 is now a leveraged bet on AI capex with semis at 17% of the index. Strategas calls for a melt-up. Steve Eisman warns on software credit.
https://asia.nikkei.com/spotlight/supply-chain/trump-administration-looks-to-ease-memory-chip-crunch-with-supply-chain-bloc
Micron stock is ripping higher Tuesday, jumping roughly 12% after it began shipping the world's highest-capacity SSD.
Micron (MU) stock pushes past $600 as its CEO declares the AI chip boom is still in its "early stages". See why analysts are targeting $1,000 despite overbought signals.