TSMC shares surged to a record high after Goldman Sachs raised its price target, driven by strong optimism over AI demand and the company's growth prospects, with analysts viewing AI as a multi-year growth engine for the chipmaker.
Fermi Inc. (NASDAQ:FRMI) surged 15.75% ahead of its upcoming business update and participation in the Evercore Power Conference, amid renewed optimism in the AI industry and recent developments in its data center operations, including a major tenant pullout and a new power supply agreement.
Super Micro's shares rose 5.7% after unveiling a new high-density server designed for AI and high-performance computing, featuring advanced cooling and increased computing power, amid a volatile market and shifting investor sentiment towards AI infrastructure stocks.
Intel's stock surged 7% following Nvidia's $5 billion investment and a U.S. Treasury stake, reflecting positive market sentiment about Intel's financial support and strategic partnership with Nvidia to develop advanced chips, though the stock remains highly volatile.
Micron's shares surged 8.1% after Bernstein raised its price target to $330, citing strong AI-driven demand for memory chips, especially DRAM, amid constrained supply and booming data center needs, following record quarterly results and optimistic forecasts.
Vertiv's shares soared 8.5% after Barclays upgraded the stock to 'Overweight' and raised its price target to $200, citing higher earnings estimates and potential inclusion in the S&P 500, amid overall market volatility and sector rotations.
Micron's stock surged over 10% after Bernstein analyst Mark Li raised his price target to $330, citing strong Q1 earnings with record revenue and margins, and optimistic forecasts for rising DRAM prices throughout 2026 driven by AI demand and data center growth.
Micron Technology hit an all-time high of $294.37 amid investor buying ahead of its dividend payout, following strong quarterly earnings that doubled net income to $5.24 billion and revenue of $13.6 billion, with future revenue guidance set higher at $18.7 billion.
Shares of DigitalBridge soared up to 50% in premarket trading after reports indicated that SoftBank is in advanced negotiations to acquire the company, potentially announcing a deal soon.
Cintas made a renewed $275 per share bid to acquire UniFirst, leading to a 16% increase in UniFirst's stock price, as the company addresses regulatory concerns and offers a substantial reverse termination fee to secure the deal.
CoreWeave's stock surged after a bullish analyst rating, driven by soaring demand for AI computing services, but concerns remain about its heavy capital expenditure, high debt levels, and slowing growth, raising questions about its long-term profitability and valuation.
Carnival's shares surged after reporting a strong Q4 with a 140% earnings increase, beating estimates, and reinstating its dividend, with optimistic outlooks for 2026. The company set records in 2025, expects further growth, and its stock reached a five-year high, benefiting from record bookings and high occupancy rates. Rival cruise stocks also gained.
Rivian's stock surged 7.2% following positive analyst actions, including a significant price target increase from Wedbush, driven by optimism about its new lower-priced R2 model and overall market confidence, despite recent volatility and broader EV market concerns.
Trump Media & Technology Group (DJT) surged nearly 42% after announcing a $6 billion merger with TAE Technologies to create a pioneering publicly traded fusion energy company, with plans to build the world's first utility-scale fusion power plant.
CoreWeave's stock rose about 10% after Citi initiated coverage with a Buy rating, citing strong third-quarter bookings, rising enterprise interest, and robust demand for AI infrastructure, despite some supply constraints shifting revenue into early 2026.