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None of them is an energy company.
AMD closed higher for 12 consecutive sessions, its longest winning streak since 2005.
KEY POINTS
- 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
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