US premarket: AI hardware stocks jump, Nvidia up 3.6%

The breadth of the move stands out more than any single name: gains span chip designers, foundries, memory makers and equipment suppliers, suggesting a sector-wide repricing rather than an idiosyncratic story. Memory names like SK Hynix and Micron leading the tape hints that the read-through is about AI-driven demand across the supply chain, not just GPU vendors. Whether this premarket strength holds into the regular session, and whether the equipment and memory legs keep pace with the headline GPU names, is the open question worth watching.