Semiconductor AI Stocks Hit Peak Valuations
Semiconductor stocks, particularly memory chips (MU, SNDK) and AI processors (NVDA), have surged to extremes last seen in the 2000 dot-com bubble peak. Traders are debating whether AI capex demand is sustainable, with record inflows into bearish semiconductor ETFs signaling caution.
R- BloombergNvidia's CEO Spotted Eating Noodles on Beijing Sidewalk (Video)2h ago
- CNBC Top NewsCramer backs Nvidia selling AI chips in China — but says the stock can thrive either way
CNBC’s Jim Cramer said Nvidia should be allowed to sell AI chips in China, arguing it is better to keep Chinese companies reliant on American technology.
11h ago - CNBC Top NewsWhat's good for Cisco is good for Broadcom. 3 reasons both stocks are soaring
Cisco investors aren't the only victors from the network company's blowout earnings.
14h ago - CNBC Top NewsThese stocks reporting earnings next week have momentum on their side
Nvidia and Ralph Lauren are among the stocks that may rise in the trading sessions following their earnings reports next week, a new data screener shows.
14h ago - MarketWatchNvidia earnings alone won’t rescue the S&P 500 from its new sell signal
Overbought warnings come ahead of a massive tech and retail earnings lineup.
14h ago - Yahoo FinanceDow Jones Hits 50,000 For the First Time As Nvidia And Broadcom Power Market Indexes Higher16h ago
- BloombergNvidia Gains 20% in Seven Days, Nearing $6 Trillion Market Value
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.
17h 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.
17h ago
Related coverage
- AI Infrastructure Demand Widens Beyond Chips: Networking, Optics, Servers RallyTech & AI··0 mentions
- Cerebras IPO Raises $5.55B, Exceeding Estimates; AI Capex Cycle Confirms AccelerationTech & AI··0 mentions
- US Approves Chinese Companies to Buy Nvidia Chips; NVDA Export Ban LiftedTech & AI··0 mentions
- Memory Chips Rally to Record Valuations Despite Weak Fundamentals: NVDA, AMD Rerating RiskTech & AI··0 mentions
More about $NVDA
- BofA Strategist Warns: June Pullback Likely as Equity Crowd Reaches Extremes·Equities US
- AI Infrastructure Demand Widens Beyond Chips: Networking, Optics, Servers Rally·Tech & AI
- Cerebras IPO Raises $5.55B, Exceeding Estimates; AI Capex Cycle Confirms Acceleration·Tech & AI
- US Approves Chinese Companies to Buy Nvidia Chips; NVDA Export Ban Lifted·Tech & AI
- Memory Chips Rally to Record Valuations Despite Weak Fundamentals: NVDA, AMD Rerating Risk·Tech & AI
Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.