Micron Hits a Trillion, Chip Rally Returns, and Oil Stays Volatile

Micron is now worth more than Walmart after crossing $1 trillion in market cap on Tuesday, leading to a broad return of the chip and memory trade after the long weekend.

Oil swung as the U.S. conducted fresh strikes in Iran, but diplomatic efforts continued, and Brent stayed below $100. Today's issue breaks down the whole session.

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Executives at one AI software giant sold roughly $125.5 million worth of stock in a single filing window, while nearly the entire leadership bench at a data center name sold another $13.6 million on the same day.

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Chip and memory stocks came back with full force Tuesday after the long weekend, led by Micron surging past a $1 trillion market cap for the first time, briefly making it the 11th largest U.S. company and overtaking Walmart in the rankings.

The U.S. conducted fresh strikes in Iran, sending oil prices volatile, but Brent held below $100 as investors kept pricing in the possibility of a Hormuz deal, with diplomacy set to continue. 

S&P 500 companies have now reported more than 28% first-quarter profit growth, the strongest growth rate since late 2021, with Salesforce and Costco among the final names due to report before earnings season closes.

Copper prices hit all-time highs at $6.36 a pound, 35% above a year ago, adding to homebuilding cost pressures at a time when mortgage rates just hit a nine-month high of 6.51%.

Eli Lilly and Company (NYSE: LLY) just made a major push beyond weight-loss drugs by acquiring three vaccine developers in deals worth nearly $4 billion combined. The move pulls Lilly deeper into infectious disease prevention, adding vaccine programs targeting shingles, bacterial infections, and Epstein-Barr virus.

This is not a random buying spree. It signals a company using the massive momentum from its obesity drug business to expand into entirely new healthcare categories.

Weight-Loss Success Is Funding Something Bigger

Lilly has become one of the most powerful names in pharmaceuticals thanks to booming demand for obesity treatments. Instead of remaining dependent on a single category, the company is now using that strength to build future growth engines.

What stands out to you is the scale of the ambition. Lilly is no longer acting like a company focused on one blockbuster area; it is broadening its reach across multiple high-demand healthcare markets.

Vaccines Open a Different Kind of Opportunity

Vaccines create long-term strategic value by tying companies to public health systems, recurring demand, and global healthcare infrastructure. Expanding into prevention also gives Lilly exposure to a completely different side of medicine.

The bigger picture keeps getting clearer. You start seeing a company preparing for the next decade of healthcare demand rather than relying on the success of a single category.

Micron Technology (NASDAQ: MU) reached a major milestone after briefly crossing $1 trillion in market value, driven by surging demand for its memory chips as the global AI buildout continues to accelerate.

The company has become one of the biggest winners of the AI infrastructure race, with demand so strong that its advanced high-bandwidth memory chip supply for 2026 is already sold out.

Memory Just Became Mission Critical

For years, memory chips were treated as background components in devices and servers. AI changed that equation completely because advanced systems now require enormous amounts of fast data movement and storage.

What grabs you here is how quickly Micron moved from a cyclical chipmaker into a company sitting near the center of AI infrastructure demand.

A New Position in the Industry Is Emerging

NVIDIA may power AI processing, but those systems cannot function at scale without advanced memory. That reality is pushing companies like Micron into a far more strategic position across the technology ecosystem.

That’s where your understanding of the company begins to shift. Micron is no longer operating as a supporting supplier; it is becoming part of the foundation on which AI systems depend.

Micron is becoming harder to ignore as it shifts from a traditional semiconductor name into a key infrastructure player powering the next phase of the AI economy. 

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BlackRock (NYSE: BLK) is facing growing pressure after more than $1 billion flowed out of its spot bitcoin ETF during a broader six-day losing streak across U.S. bitcoin funds. The withdrawals mark one of the biggest recent tests for BlackRock’s push into digital assets.

The significance here goes far beyond crypto price swings. BlackRock helped bring bitcoin into traditional finance by packaging it into products that large institutions were comfortable buying. Heavy outflows challenge the stability of that demand when markets turn uncertain.

Momentum Suddenly Looks Less Untouchable

BlackRock’s bitcoin products were built around long-term institutional participation, not short-term retail excitement. Recent outflows show caution building as geopolitical tensions and broader market instability continue spreading through financial markets.

One thing that starts standing out to you is how quickly institutional enthusiasm cools once uncertainty enters the picture. Markets driven by confidence often change direction much faster than expected.

Reputation Is Now Part of the Battle

BlackRock entered crypto with decades of credibility built on discipline, scale, and stability. That instantly placed the company under a higher level of scrutiny than most crypto-native firms.

Part of your focus naturally shifts toward trust here. Maintaining confidence during unstable periods is becoming just as important as attracting money during bullish ones.

BlackRock increasingly looks less like a traditional asset manager and more like a company positioning itself near the center of the next financial system.

CPS Technologies [CPSH] $11.12 (+85.33%)

CPS Technologies makes metal matrix composites for defense electronics and AI computing thermal management, the kind of supply chain chokepoint that quietly becomes a big deal when chips are flying.

The stock broke out of long-term resistance today as defense materials names caught the chip rally spillover. At $201 million, Strong Buy-rated with a very thin float, it doesn't take much conviction to buy to move it fast.

electroCore [ECOR] $8.91 (+33.57%)

electroCore's gammaCore vagus nerve stimulation device is gaining prescriber volume in VA hospitals and neurology clinics, and today is catching the broader biotech sector tailwind.

At $72 million, Strong Buy-rated with FDA approval and an expanding insurance coverage footprint, positive sector days like this one have an outsized effect on a float this thin.

T1 Energy [TE] $10.45 (+29.33%)

T1 Energy has nearly tripled from late April on a combination of its Q1 beat and the Aschenbrenner Situational Awareness LP position disclosure. Today's chip and AI infrastructure frenzy adds another layer.

At $2.92 billion, Strong Buy-rated, it's still losing money. The right fund is long, though, and the market is following that lead.

Corbus Pharmaceuticals [CRBP] $7.91 (-30.31%)

Corbus presented CRB-701 trial data today showing solid 42.9% response rates in head and neck cancer, but 66.2% of patients experienced ocular adverse events, including 12.6% Grade 3 cases.

Eye toxicity at that scale is a serious commercial concern. At $146 million Strong Buy-rated, the efficacy is real… but right now, the market is only reading the safety section.

Nakamoto [NAKA] $5.49 (-24.07%)

Nakamoto is a small health services company with a thin float that ran hard in recent sessions and is now giving back gains with no confirmed fresh negative catalyst.

At $97 million, Strong Buy-rated, the underlying thesis is intact. Today is a momentum reversal in a name that moves fast in both directions, the kind of session where early buyers become sellers before the close.

WidePoint [WYY] $9.45 (-13.30%)

WidePoint is a cybersecurity and identity management company serving federal government clients that is pulling back with no confirmed fresh negative catalyst on a day when the session's story is elsewhere.

At $93 million, Strong Buy-rated, the government IT security contract base is real and growing. Today is the market rotating out of smaller names into the chip and memory frenzy, not a company-specific call.

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— Adam G.
Elite Trade Club

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