STORY: U.S. stocks closed higher Friday with the Dow rising about four-tenths of one percent, the S&P 500 advancing roughly nine tenths and the Nasdaq climbing one point three percent.Technology stocks extended gains from Thursday, helping the S&P 500 and Nasdaq finish the week higher.Chipmaker Micron Technology's strong forecasts re-ignited optimism around AI-related shares, which had recently come under pressure over lofty valuations and funding concerns.Micron shares rose 7% to reach a record high on Friday and Nvidia added roughly four percent as the U.S. launched a review that could allow the first shipments to China of Nvidia’s second-most powerful AI chip.Anna Rathbun, founder and CEO of Grenadilla Advisory, says she understands the day-to-day focus on these companies and their stocks as they continue to shovel billions of dollars into data centers, but she encourages investors to have a much longer time horizon."Now, the markets are asking to see some of that return on investment. I don't think we're going to see that for a while because I think the runway to AI and getting all the way to AI actually being relevant in our lives, day-to-day lives, is a little bit further out. So it's going to be a little bit rocky still, finishing out 2025 and certainly into 2026. This is a long-term play, AI, not a short-term play."Other stocks on the move included Nike which plunged 10.5% after the sportswear giant reported a drop in gross margins for the second consecutive quarter, hurt by poor sales in China and efforts to reset its product mix.And shares of frozen French fry maker Lamb Weston lost a quarter of their value to close at the lowest level in more than 8 years after the company signaled muted demand for its products for the rest of the fiscal year.