Artificial intelligence investment remained the dominant market theme as Micron issued strong AI-focused guidance, Oracle reportedly secured a $7 billion agreement with Tencent, and Synopsys announced partnerships with Amazon and OpenAI worth more than $1 billion. Micron projected first-quarter revenue approaching $61.5 billion, above Wall Street expectations of approximately $57 billion, while quarterly revenue rose more than fourfold to $54.23 billion. Customer supply agreements reached $32 billion and outstanding performance obligations climbed to approximately $150 billion. The 10-year Treasury yield temporarily reached 5.34%, its highest level since 2002, as investors sold government debt amid inflation and fiscal-deficit concerns. Bitcoin traded mostly between $83,000 and $84,000 after briefly reaching $85,500, with gains later retreating as yields remained elevated. Citigroup analysts raised their 12-month Bitcoin price target to $113,000, citing stronger ETF inflows and evolving digital-asset regulation.