Bull markets are often built on themes, and it’s clear which one has been driving the current one’s gains. It’s all about AI, of course, with the

While Micron's partnership with NVIDIA boosts its AI prospects, short-term challenges, including weak consumer spending and geopolitical risks, warrant caution.

Super Micro Computer stock jumps after rising sharply Friday, Microsoft extends gains after saying it expects to spend $80 billion on AI-enabled data centers in its current fiscal year, and chip stocks such as Nvidia trade higher after Foxconn posts record revenue in the fourth quarter.