MU, AMD, AVGO, Other Chip Stocks Surge As CoreWeave Earnings Reignite AI Trade — Nasdaq-100 Futures Jump

Chip stocks including Micron, AMD, and Broadcom rallied sharply after CoreWeave's earnings report, and Nasdaq-100 futures advanced in response. The move transmits through the AI capital expenditure channel: CoreWeave, a major operator of GPU cloud infrastructure, reporting strong demand and spending signals is read by traders as confirmation that hyperscale and neocloud buyers will keep ordering accelerators, which lifts expectations for semiconductor revenue and reignites risk appetite for AI-linked equities. Nasdaq-100 futures carry the greatest index-level exposure because of the heavy weighting of Broadcom and other semiconductor names, while AMD and Broadcom are the most direct beneficiaries among the named assets given their GPU and custom AI accelerator franchises. The durability of the rally will depend on whether guidance from CoreWeave's peers and the chipmakers themselves confirms sustained data center spending rather than a one-off reaction. Traders should watch the next scheduled earnings reports from Nvidia and Broadcom for evidence on AI order backlog and forward margin guidance.

The Nasdaq-100 (NDX) is the US large-cap tech benchmark. NDX is more sensitive to rate decisions than SPX because of longer-duration cash flows, and heavily concentrated in Tech/Comms names — mega-cap earnings season dominates price action.

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