NAS100Nasdaq 100
29,320.7
+0.29%
Past
What happened
Nasdaq 100 gained 0.3% to 29,321 as memory chip stocks hit record highs led by Micron, and AI infrastructure plays continued their relentless bid.
Why
Why it matters
The AI capex cycle is entering its acceleration phase — hyperscaler spend commitments for 2026 now total $325B+, and the market is rewarding any company touching the inference stack.
Watch
What to watch
CPI report Tuesday sets the tone; post-close focus shifts to any Tuesday pre-announcements ahead of May options expiry Friday.
HEADLINES