All of these stocks are hitting new all-time highs today. $Micron Technology(MU)$ is up 17%, $Applied Materials(AMAT)$ up 11%, $Corning(GLW)$ and $Teradyne(TER)$ both up 9%, and $Caterpillar(CAT)$ up 6%. What's notable isn't just the size of the moves, but the cross-sector confirmation. It'll be worth watching to see if this leadership continues into the next sessions.
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