UBS raised its price target for Micron ($MU) to $1,625 with a Buy rating, while Piper Sandler reiterated an Overweight rating on Microsoft ($MSFT) with a $540 target. Qualcomm ($QCOM) reportedly secured an AI chip deal with ByteDance, and IREN ($IREN) signed a $1.6 billion agreement with Dell for NVIDIA ($NVDA) Blackwell systems. High options activity was noted for NVDA, TSLA, MU, AAPL, NOK, MSFT, AMZN, INTC, AMD, and F, while insider buys were reported for NCLH, HIMS, NOK, and INTU.