My AI stocks pumped today , here’s why 🔥 $AAOI +9% — AI optics demand + potential China transceiver restrictions. $LITE +7% — Bernstein Outperform, $1,220 target; China restrictions tailwind. $CRDO +7% — AI networking rebound; analysts maintain roughly $265+ targets. $GEV +4% — Evercore reiterates Outperform with massive $1,350 target. $KLAC +3% — Semiconductor equipment rallies as AI chip investment expands. $VRT +2% — AI data-center power demand; Wells Fargo remains bullish. $MU +2% — Earnings crushed estimates; multiple analysts raised price targets. $RKLB +2% — Record launch contract + Citi bullish initiation, $105 target. $MRVL +1% — BofA names Marvell a top Q4 semiconductor pick.
View on X ↗