Technology Equipment

TradingKey - As of the close on September 21, Eastern Time, Micron (MU) shares rose 2.77% to close at $1,043.96, reaching an intraday high of $1,064.49. Micron's stock has recorded three consecutive trading days of gains, with a cumulative rise of over 12%, firmly reclaiming the $1,000 mark. Meanwhile, a general rebound in the AI chip and semiconductor sectors has also provided support for the stock.

TradingKey - On September 21, Eastern Time, the three major US stock indexes rose across the board, with the Nasdaq setting a new record closing high. International oil prices fell for the fourth consecutive trading day as Brent crude approached $100 again, and the 10-year US Treasury yield dropped

On September 21, Eastern Time, AMD (AMD) shares surged 9%, topping $600 for the first time to reach an all-time high, with its total market capitalization climbing to nearly $1 trillion. Year-to-date, AMD's stock price has gained over 180%. Behind this rally is the market's repricing of the CPU, an "old chip." Over the past two years, the spotlight on AI computing power has been focused almost entirely on GPUs; however, as AI evolves from "answering questions" to "autonomously executing tasks," the importance of CPUs is quietly making a comeback.

TradingKey - Dell enters the S&P 100 with a $95 billion AI-server backlog as investors watch $559.12 channel support and a potential rebound toward $589.54.

TradingKey - On September 21, Eastern Time, Google officially opened pre-orders for its first batch of Googlebook laptops. Qualcomm confirmed that its Snapdragon X Elite platform will be featured in the initial launch models from Dell and HP.

TradingKey - SanDisk enters the S&P 100 after an 11% surge as AI data-center demand, NAND pricing power and $1,805 resistance shape the next SNDK move.