# None of them is an energy company.

*semiconductor · news · 2026-04-17 · Benzinga*

## Key points

- AMD closed higher for 12 consecutive sessions, its longest winning streak since 2005.
- Micron's high-bandwidth memory supply for 2026 is completely sold out to AI data centers.
- Coherent secured a multi-billion dollar optical supply agreement with Nvidia, extending customer forecasts into 2028.
- SanDisk locked in a cost-stable NAND joint venture with Kioxia through 2034 amid an acute supply crunch.
- Bloom Energy became the leading on-site power provider for hyperscale AI data centers through a major Oracle deal.

**Companies:** Advanced Micro Devices Corp., Micron Technology, Inc., Western Digital Corporation, Seagate Technology Holdings PLC, Intel Corporation, Marvell Technology, Inc., Coherent Corp., CoreWeave, Inc., Bloom Energy Corporation
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/markets/equities/26/04/51881191/10-stocks-iran-ceasefire-12-sessions-amd-intel-bloom-sandisk)

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