AI stock round-up: Micron offers lower earnings setup, BofA sees positive AI visibility into 2028

Stocks tied to the AI rally are largely shedding weight on Tuesday, with the tech-heavy NASDAQ 100 down 2.6% at the time of writing. A major 10% sell-off in the South Korean KOSPI tied to memory chip mavens SK Hynix and Samsung Electronics spilled over into the US market.