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AI Stocks Rebound as Risk Appetite Returns: NVDA Surges on 125M-Share Volume, ARM Reverses 5% Decline

The ceasefire-driven risk-on session on April 8, 2026 catalyzed a sharp reversal in AI and semiconductor stocks that had been under pressure following ARM Holdings' 5% decline the prior session. NVIDIA traded 125 million shares — more than three times its 30-day average — as the stock recovered from a $173.66 intraday low back toward $178. ARM surged 5.1% to $151.22, Micron recovered from $364 to $377, and AMD gained 0.6% with volume confirming institutional accumulation across the sector.

Bitcoin Briefly Touches $70,000 on Iran Ceasefire Reports as Spot ETF Inflows Hit $471 Million

Bitcoin briefly pierced $70,000 Tuesday after reports of the Pakistani-mediated Islamabad Accord ceasefire framework gaining traction, marking the first test of that level in weeks. The move coincided with U.S. spot Bitcoin ETFs recording $471 million in net inflows — their strongest single-day intake since late February — with BlackRock's IBIT leading at $182 million and Fidelity's FBTC adding $147 million. BTC retreated to $68,766 as sources indicated a ceasefire deal before Trump's 8 p.m. deadline remained unlikely.

Bitcoin Bounces to $69,000 as Crypto Markets Stage Technical Recovery from Extreme Fear Lows

Bitcoin climbed back above $69,000 Sunday after extreme fear sentiment readings triggered a technical bounce across crypto markets, with the total market cap recovering to $2.45 trillion — though traders cautioned that volume data suggests positioning-driven relief rather than institutional re-entry, as the Drift Protocol hack overhang and macro tariff uncertainty continue to weigh on sentiment.

Nvidia Expands Blackwell Ultra GPU Production to Meet Record AI Infrastructure Demand

Nvidia announced a major ramp-up in Blackwell Ultra GPU production, citing record orders from hyperscalers and sovereign AI programs worldwide. The company indicated Q1 2026 data center revenue is on pace to surpass the prior quarter's record, driving renewed momentum across the semiconductor supply chain from TSMC to Micron.

Powell Shocks Markets With Hawkish Peterson Institute Speech — Rate Hike Odds Surge to 68%

Federal Reserve Chair Jerome Powell delivered a sharply hawkish address at the Peterson Institute for International Economics, signaling the Fed retains all tools to combat inflation. Rate hike odds for October surged to 68 percent as the S&P 500 fell 1.4 percent and 2-year Treasury yields jumped 18 basis points to 4.92 percent.

Super Micro Computer Plunges 28% After DOJ Charges Co-Founder in $2.5 Billion AI Chip Smuggling Scheme to China

Super Micro Computer shares collapsed nearly 28% on Friday after the U.S. Department of Justice unsealed criminal charges against co-founder Yih-Shyan 'Wally' Liaw and two associates for allegedly orchestrating a $2.5 billion scheme to smuggle advanced AI servers packed with Nvidia GPUs to China through Southeast Asian shell companies, in direct violation of U.S. export control laws. The indictment — described by prosecutors as the highest-profile AI technology smuggling crackdown to date — sent shockwaves through the AI hardware supply chain.

Micron Technology Reports Record Q2 Revenue of $23.9B — Nearly Triple Year-Ago Levels — as AI Memory Demand Explodes

Micron Technology delivered the most stunning quarterly earnings report in the memory chip industry's history on Wednesday, posting Q2 fiscal 2026 revenue of $23.9 billion — up 196% year-over-year — and guiding to a further record of $33.5 billion in Q3. The company raised its quarterly dividend by 30%, signed its first five-year strategic customer agreement, and said it is capacity-constrained across both DRAM and NAND, unable to meet the full demand of its AI-driven customer base.

South Korea's KOSPI Surges 5% to 5,925 as Samsung and SK Hynix Lead Record Institutional Buying Amid AI Memory Boom

South Korea's benchmark KOSPI index surged more than 5% on Wednesday, closing at 5,925.03 on record institutional net buying of 3.1 trillion won — the single largest institutional buy day in the exchange's history. Semiconductor giants Samsung Electronics and SK Hynix led the rally, reclaiming key psychological price levels at 200,000 won and 1 million won respectively, as investors positioned ahead of Micron Technology's blockbuster earnings expected after the U.S. close.

Micron Technology Reports Q2 Fiscal 2026 Earnings After the Bell; $19.3B Revenue and $8.66 EPS Expected as HBM Demand Hits Record

Micron Technology reports its fiscal second-quarter 2026 earnings after the close on Wednesday, with Wall Street consensus projecting revenue of approximately $19.3 billion — a 138% year-over-year explosion — and EPS of $8.66, up more than 450% from the prior year. The chipmaker has already sold out its entire 2026 HBM allocation and guided for record gross margins near 68%, positioning the report as a potential inflection catalyst for the entire semiconductor sector.