CNBC says SK Hynix and Micron topped $1 trillion in market value as AI demand fueled the memory-chip rally.

CNBC live market coverage reports Lenovo shares climbed after AI-related revenue jumped in the fourth quarter.

SoftBank rallied as investors focused on Masayoshi Son's AI-market bets, including OpenAI exposure and infrastructure ambitions.

Bridgewater CIOs warn that AI is threatening legacy software firms, with markets already pricing in disruption risk for application software companies.