CoreWeave just gave a shot in the arm to Micron, Lumentum and the rest of the AI trade

What happened: CoreWeave's improved AI economics and its vow to show discipline around future debt sparked a broad rally across the chip sector, with Micron and other AI stocks surging. Why it matters: The move calmed Wall Street's worst fears about AI economics, lifting chip stocks broadly.

CoreWeave's improved AI economics and its vow to show discipline around future debt sparked a broad rally across the chip sector, with Micron and other AI stocks surging.

The move calmed Wall Street's worst fears about AI economics, lifting chip stocks broadly.