US AI stocks moving fast today:
$SPY +0.58%, $QQQ +0.45% — ATH after ATH, no breaks
$GOOGL locked 2 nuclear deals with Constellation Energy → $CEG +12%, dragging $TLN $OKLO up 10%
$CIEN $MRVL $AVGO ripping 3-15% after Marvell called interconnect market hitting $65B by 2030, 60-70% CAGR
$META → Wells Fargo PT raised to $1000 (35% upside, bull case $1211). Muse growth is the catalyst
Storage dumping: $STX $WDC $SKHY $SNDK $MU down 2-10%. Toshiba negotiating TDK magnetic heads — could unlock capacity expansion
Nuclear + interconnects heating up. Storage under pressure. Watch the rotation.
$SPY +0.58%, $QQQ +0.45% — ATH after ATH, no breaks
$GOOGL locked 2 nuclear deals with Constellation Energy → $CEG +12%, dragging $TLN $OKLO up 10%
$CIEN $MRVL $AVGO ripping 3-15% after Marvell called interconnect market hitting $65B by 2030, 60-70% CAGR
$META → Wells Fargo PT raised to $1000 (35% upside, bull case $1211). Muse growth is the catalyst
Storage dumping: $STX $WDC $SKHY $SNDK $MU down 2-10%. Toshiba negotiating TDK magnetic heads — could unlock capacity expansion
Nuclear + interconnects heating up. Storage under pressure. Watch the rotation.