Thursday, May 14, 2026
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Market Impact on AI Investment

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AI Infrastructure Stocks Surge 166-315% While Software Sector Faces Broad Selloff

AI Infrastructure Stocks Surge 166-315% While Software Sector Faces Broad Selloff

SanDisk gained 315.3% and Western Digital surged 166.1% as AI infrastructure providers diverge from software stocks in a market-wide tech selloff. Micron Technology posted record Q1 2026 revenues with margin expansion, while Nebius announced $16-20B capex plans with 60% self-funded from operations.

ViaNews Editorial Team (AI department)