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Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.

The memory and storage space is even hotter than bitcoin was a few years ago.

Market Catalysts Host Julie Hyman and Yahoo Finance Senior Reporter Brooke DiPalma track several of the day's top trending stock tickers, including memory chip stocks Micron Technology (MU), Intel (INTC), and Qualcomm (QCOM) opening at record highs; shares of Moderna (MRNA) and Novavax (NVAX) reacting to concerns around the hantavirus; and Constellation Energy (CEG) affirming its full-year guidance after beating first quarter earnings estimates.

Elon Musk, Apple's Tim Cook, GE Aerospace's Larry Culp and ‌Boeing's Kelly Ortberg will join U.S. President Donald Trump on his visit ‌to China this week, a White House official told Reuters. Others taking part include Meta's Dina ​Powell McCormick, Blackrock's Larry Fink, Blackstone's Stephen Schwarzman, Cisco's Chuck Robbins, Micron's Sanjay Mehrota, Mastercard'ss Michael Miebach, Qualcomm's Christiano Amon and Visa's Ryan McInerney, the official said.

What goes up must come down -- eventually.

Look at the most actively traded stocks on the S&P 500 this morning and you'll find some of the past few days' usual suspects: After powering the index to a fresh record Friday, chipmakers are the stocks changing hands the most this morning, extending their breakneck run-up.

Shares of Qualcomm (NASDAQ:QCOM) are up roughly 8% to around $237 in early Monday trading, extending one of the most aggressive multi-week runs in large-cap semis. Micron Technology (NASDAQ:MU) is climbing alongside it, up about 4% to around $774. The moves follow a blistering Friday session, when QCOM closed up 8% at $219.09 and MU ... Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase

Micron Technology (NASDAQ:MU) shares jumped 5. 75% on Monday as investors reacted to growing concerns over potential labor disruptions at Samsung Electronics and ongoing supply tightness in the memory chip market.

Stock Market Today: Futures were down while oil prices rose on Iran tensions. Intel, Lumentum, Moderna, Circle Internet are winners..

Recently, Zacks.com users have been paying close attention to Micron (MU). This makes it worthwhile to examine what the stock has in store.

Dallas Fed models show a 3-quarter Iran War oil shock could lift core inflation and push oil to $167, reshaping sector outlooks.

Intel, Micron, Advanced Micro Devices, Sandisk and QQQ have been highlighted in this Investment Ideas article.

China’s access to advanced chip manufacturing tools is likely to be on the table when Trump and Xi meet later this week.

Investing.com -- Micron Technology (NASDAQ:MU) shares rose 5.75% Monday as labor unrest at Samsung Electronics and supply constraints drove optimism, with Deutsche Bank setting a $1,000 price target for the memory-chip maker, matching the Street high.

AI hyperscaler spending is driving soaring demand for memory and storage chips, boosting MU, WDC and SNDK prospects.

Micron and AMD lead another semiconductor rally

NVIDIA has announced the addition of Suzanne Nora Johnson to its board of directors, effective July 13, 2026. Her extensive leadership experience across finance, technology, and healthcare is anticipated to provide significant strategic insights for NVIDIA as it continues its advancements in AI and accelerated computing. Johnson's previous roles at Goldman Sachs and current board positions emphasize her expertise and potential contribution to NVIDIA's efforts in shaping the future of AI...

The benchmark US stock measures were pointing lower before the opening bell Monday as the US rejecte

(Bloomberg) -- Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

The AI-powered tech rally showed no signs of slowing down on Monday, as two red-hot chip stocks continued to surge. Micron Technology rose 2.8% as rival memory chip maker Samsung tried to avoid a general walkout.

Moderna jumps after the U.S. health department says a passenger on a repatriation flight tested mildly positive for hantavirus. Moderna says it’s working on an ‘early-stage and ongoing’ treatment for hantavirus.

↗️ Moderna (MRNA): Shares jumped 8% premarket after the biomedical company told media outlets that it has been researching vaccines to protect against hantaviruses since before a recent cruise-ship outbreak.

Micron stock was rising along with SK Hynix. Their memory-chip rival Samsung could be about to take a hit to production.

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. The jobs report puts the Federal Reserve’s focus squarely on inflation data when it comes to determining its next move on interest rates.

Stock indexes dropped heading into a week that is already facing disruption from the ongoing Iran war.

Shares of both SanDisk and Micron are rallying as investors cheer on artificial intelligence (AI) memory and storage.

Wall Street weighs the bottlenecks within the AI trade.

Investing.com -- The global semiconductor industry has entered a massive "melt-up" phase, adding approximately $3.8 trillion in market capitalization over the last six weeks.

Micron Technology stock went parabolic last week, rising 15% in a single session on May 8. Over the last five trading sessions, the chip stock has risen almost 40% and returned 137% year-to-date. Valued at amarket cap of $729 billion, Micron (MU) is among the largest semiconductor companies ...

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps