US stocks open higher as AI names rally; Super Micro jumps 11.5%

The signal here is the dispersion, not the index move: mega-cap platforms like Nvidia and Microsoft are absent from the leaderboard while server, networking and connectivity names post the largest gains, suggesting the AI trade is rotating toward infrastructure suppliers rather than staying concentrated in headline chips. For tokenized-equity venues, days like this test whether on-chain listings track underlying moves closely enough to be useful, since a broad-based rally papers over tracking gaps that a narrow, high-dispersion session exposes. Whether the outperformance in these second-tier AI names persists beyond a single session is the open question.