WS #14013
Micron surges 7% on AI memory demand, but fiber optic names sell off on valuation concerns, and Cisco drops 4% despite strong orders as AI on-premise shift weighs. Nvidia invests $1B in Nokia for AI-RAN, IBM partners with OpenAI for enterprise AI, and Sandisk surges 16% on AI-driven storage demand, highlighting continued AI infrastructure buildout.
AI trade mixed signals
Micron surges 7% on AI memory demand, but fiber optic names sell off on valuation concerns, and Cisco drops 4% despite strong orders as AI on-premise shift weighs.
Nvidia invests $1B in Nokia for AI-RAN, IBM partners with OpenAI for enterprise AI, and Sandisk surges 16% on AI-driven storage demand, highlighting continued AI infrastructure buildout.