NODE is trading at $34.10 (+3.24%) as strong SpaceX results and Super Micro’s upbeat outlook revive confidence in AI demand and ease trade concerns after last week’s selloff. - Super Micro forecast first-quarter revenue of $18.5 billion to $19.5 billion, above prior guidance, lifting technology and semiconductor sentiment. - Broader markets are higher; the Nasdaq Composite is up 1.09%, supporting NODE’s move. - Micron’s domestic critical-mineral processing investment is a semiconductor supply-chain development; the broader AI-led sector rebound appears to be the main catalyst.