AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns
Nvidia jumped 3.5% on Monday, pacing a rally in AI chip names. Micron lost 1.3%, diverging from a lift in broader tech and semiconductor ETFs. AMD put up a 2.5% gain. Broadcom was up 2.4%. Microsoft edged higher by 2.3%, with Palantir out front, up 4.5%.
