C3.ai has seen significant options trading activity, with a focus on strike prices between $25 and $30, reflecting strong investor interest and liquidity. Oracle is facing risks due to its high valuation and competitive pressures in the AI market, with its stock breaking below a key support level and concerns over its ability to secure high-profile contracts. Micron Technology is expected to benefit from rising demand for AI semiconductors, reaffirmed by a Buy rating and a target price of $150. Hedge fund manager Eric Jackson is optimistic about Upstart, citing strong earnings and macroeconomic tailwinds. Meanwhile, Morgan Stanley has named Cummins a top pick due to strong demand for backup power supplies in data centers, raising its price target to $341, implying a 16% upside.