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“Data Center Stocks Surge in Broad Relief Rally” 🚨🚨🚨

The data center trade roared back to life Wednesday as easing concerns around U.S. involvement in the Iran conflict sparked a broad market rally. Optimism fueled gains across the entire AI and infrastructure ecosystem — from memory chips to networking and industrial support.

Memory giants led the charge, with Micron Technology, SanDisk, Western Digital, and Seagate Technology all jumping sharply. The rebound comes after last week’s concerns tied to a Google Research announcement suggesting a potential drop in memory demand from new AI algorithms.

Networking and fiber-optic players also rallied, including Ciena, Arista Networks, Corning, Coherent Corp., Amphenol, and Lumentum — all key beneficiaries of the AI-driven data center boom.

Semiconductor heavyweights joined the rally, with NVIDIA, Intel, and Advanced Micro Devices posting gains. Meanwhile, chip equipment leaders Lam Research and KLA Corporation also moved higher.

Even the physical infrastructure side of the AI boom saw strength. Companies like Comfort Systems USA, Eaton Corporation, Carrier Global, and Quanta Services climbed alongside server and rack builders Dell Technologies and Hewlett Packard Enterprise.

The rally reflects a broader “relief bounce” across markets, building on earlier gains that saw the S&P 500 log its biggest single-day jump since May. Investors appear to be rotating back into high-growth AI and data center plays as geopolitical risks temporarily ease.