Semiconductor stocks surge on memory demand
Memory and semiconductor stocks are experiencing a blistering rally driven by institutional rotation into chip stocks. Micron (MU), AMD, and other semiconductor names are hitting record highs amid record inflows into chip ETFs like SOXS, with investors betting on continued AI infrastructure buildout and data center demand.
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Nvidia Corp. shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on artificial intelligence.
1h ago - MarketWatchTrump discloses big buys of shares in Boeing and Nvidia as the companies look set to gain from his China trip
President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.