AI Stocks: $377 Billion Added in One Session
AI infrastructure stocks added $377 billion as NVDA gained 6.19% and DELL jumped 10.79% on data center demand outpacing supply.
SourceAnalysis
AI infrastructure stocks added $377 billion in a single session with NVDA rising 6.19%, MU climbing 6.51%, DELL surging 10.79%, SNDK up 3.72%, WDC gaining 3.70% and STX advancing 4.71% as data center demand outpaces supply across chips, memory, servers and storage. Dell booked $24.4 billion in new AI server orders in one quarter while Micron stays sold out through 2026, driving simultaneous repricing across the entire AI hardware supply chain and amplifying AI industry impact on AI server orders growth and NAND flash memory demand.
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