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All three major memory chipmakers crossed $1 trillion in market cap within weeks as AI demand, sold-out HBM4 capacity, and a landmark UBS upgrade triggered a historic valuation surge.

Figure AI's Helix-02-powered Figure 03 humanoids ran a public, multi-day sorting livestream from May 13, processing more than 100,000 packages in 81 hours with no teleoperation — though a leading roboticist calls the demo more 'science project' than commercial proof.