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In the same way a dismal class performance on a business school exam will still yield some A’s, curves also apply in the stock market when a company’s results aren’t necessarily jumping off the page. Consumer stocks and housing-related companies were hit hard by the oil price spike this year. On May 19, WTI crude oil hit its most recent peak of more than $109 per barrel, while the 10-year Treasury yield hit its most recent high just below 4.69%.

Shares of semiconductor testing company Teradyne (NASDAQ:TER) jumped 6.6% in the afternoon session after several analysts raised their price targets on the stock, citing strong demand fueled by the artificial intelligence (AI) sector.

All investors look to reap outsized gains. But what drives the outperformance that we seek?

A look under the hood reveals the semiconductor fund's impressive return was powered by a very small group of its holdings.

If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.

Micron Technology Inc. CEO Sanjay Mehrotra has credited a legendary college football ending known simply as "The Play" with helping shape the professional tenacity that later defined his leadership at SanDisk Corp. and Micron. The Play Shaped Mehrotra’s Long Business...

Much of the attention from analysts and investors these days is on Micron, due to its incredibly impressive growth.

Comcast created a stir among communication services stocks with a plan to spin off its media and entertainment assets into a new publicly traded company.

Micron Technology delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the AI spending boom.

Nvidia stock is falling as institutional money rotates into Micron stock and custom AI chips, not back into Nvidia.

Software names rally as semiconductors lag.

At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.

MU, STX and WDC screened as top momentum stocks, backed by strong earnings trends and AI infrastructure demand heading into the year's second half.

A Worldwide Provider of Semiconductor Memory Solutions Outperforming its Sector and a High-Reward Biotech Stock With Strong Earnings Momentum.

Micron Rides Memory Surge After Analyst Lifts Target by More Than 250%

David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to pop is when you start seeing companies have the good news everyone’s been talking about and cheerleading and then the stocks don’t respond,” ... This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks

Micron's phenomenal results and guidance suggest that the memory supercycle could supercharge the stock in the coming year.

Chip Stocks in Freefall: Micron, Intel Lead Brutal Monday Selloff

Are cheap Chinese chips coming to steal Micron's market share -- and profits?

Micron stock fell Monday on news of a federal civil antitrust lawsuit accusing it and two other memory-chip makers of price-fixing.

The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.

Three times the current price would put Micron Technology (NASDAQ:MU) somewhere around $3,000 a share. That is a number that sits above every published Wall Street target on the stock. The only way there runs through a memory supercycle that lasts longer and runs hotter than even bulls currently model. Let’s take a look at ... How Micron Could 3x From Here If AI Memory Demand Keeps Exploding

Three things happened to OpenAI last week. The company went from being a model lab to something closer to a vertically integrated empire that wants to design its own silicon, own a chunk of the world’s memory supply, and cure the common cold. John Coogan, the co-host of TBPN walked through all of it, and ... OpenAI’s Wild Week: A Custom Chip, 40% of the World’s DRAM, and a $500 Million Bet to Kill the Common Cold

Shares of Micron Technology (NASDAQ:MU) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%. The split is striking because these three names traded as one theme for much of the past year. Micron stock is up 265% year to date (YTD), ... Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind the Memory-Storage Split?

As of the end of last week, shares of Sandisk were up around 780%.

Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out. Yahoo Finance Technology Editor Dan Howley outlines the details.

Micro's AI memory momentum and Sandisk's pricing power fuel record growth as tight supply and data center demand reshape the memory market.

Micron Technology (NASDAQ: MU) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk. ... Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash

Despite avoiding the massive spending on AI, Apple's feeling the crunch in demand for chips.

US stocks (^DJI, ^IXIC, ^GSPC) are showing its first signs of recovery since last week's tech-wide sell-off. Great Hill Capital chairman Thomas Hayes explains to Yahoo Finance Executive Editor Brian Sozzi why he is calling AI as being part of the "Back to the Future" trade as investors begin to shrug off more geopolitical headlines centered around oil price and Iran.