AI boom

Nvidia reports Q4 earnings February 25 amid strong AI chip demand signals from suppliers and customers, with analysts watching guidance for sustainability of AI spending trends.

Microsoft's stock price nears $397, reigniting split speculation. However, analysts note higher-priced peers haven't split recently, suggesting no imminent action likely.

Micron Technology capitalizes on AI demand with 57% revenue growth and strong valuation metrics. The chipmaker expands capacity with a $100 billion New York facility.