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U.S. Chip Stocks Surge $400B on AI Forecasts

6/25/2026

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Story summary
  • U.S. chipmakers added over $400 billion in market value after Micron Technology and Qualcomm gave strong forecasts.
  • Micron Technology rose 12% in extended trade and forecast earnings above estimates on AI demand.
  • Qualcomm expects $15 billion in data-center sales by 2029 as it shifts to AI.
  • Western Digital, SanDisk, Seagate, Arm Holdings, and Marvell each rose between 4% and 8% after hours.