Circle Internet Corp. rose 4% in overnight trading.

Circle’s stock has tumbled 24.6% over the past two trading days, while Coinbase Global, Inc. shares have run up 15.5% over the same stretch to close Wednesday just 0.6% away from a record high.

Nvidia-concept stocks shined. CoreWeave, Inc., APPLIED DIGITAL CORP up 2%; NEBIUS up 1%.

Micron Technology rose 1% in overnight trading.

Micron forecast fourth-quarter revenue above Wall Street estimates on Wednesday on robust demand for its high-bandwidth memory (HBM) chips used in artificial intelligence data centers.

The memory chip maker reported a nearly 50% jump in third-quarter sales of its HBM chips from the previous three months, and said it will continue to invest in the chips.