One day after the Fed hike and Warsh's hawkish presser tanked the Dow 700+ points, stocks staged a sharp reversal Thursday. Chips led, VIX collapsed 12.8%, and 10-year yields pulled back from 2007 highs. Here's what changed and what to watch into next session.
Micron crushes Q3: $25.11 EPS (24% beat), $41.5B revenue (18% beat), memory stays tight through 2027.
Mali's Defense Minister assassinated (LVL 7). Iran floats new peace offer as Hormuz blockade holds — Brent above $100, WTI +1.8% pre-market. VZ beats and raises. DPZ misses. CMCSA -13%. Mega-cap tech week begins: GOOGL, MSFT, META all report Wednesday–Thursday.
The semiconductor sector had its best single-day performance in years. Intel surged 23.6% on a blowout earnings beat and surprise AI chip pipeline. AMD ripped 13.9% on strong datacenter demand. What it means for the AI trade and Monday setup.
Micron reports Q2 FY2026 earnings on March 18 — the same day as the Fed decision. Here's what the AI memory cycle, HBM demand, and DRAM pricing trends mean for the quarter, and what to watch after the bell.