The AI sector remains strong with companies like AMD and MU showing robust growth driven by demand for AI chips and increasing production capabilities. While ORCL has experienced a pullback, its underlying business fundamentals and AI integration strategy suggest potential for continued upside. AAPL, though already a strong performer, is expected to see further gains as it integrates AI into its product ecosystem. Overall, the market anticipates continued demand for AI-driven technologies and the companies that supply them.