Semiconductor stocks hit overbought extremes as AI capex races ahead
Semiconductor and AI chip stocks (NVDA, MU, SNDK, AMD) have soared 30% in a week amid record memory chip demand and supercycle expectations, but technical indicators show valuations now match the 2000 dot-com peak. Investors are simultaneously buying record amounts of semiconductor bear ETFs (SOXS), signaling growing conviction that the rally is unsustainable.
R- Yahoo Finance30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.53m ago
- Yahoo FinanceWall Street Wants to See $78.8 Billion in Revenues from Nvidia on May 20. Can It Pass the Test?1h ago
- CNBC Top NewsHere are Thursday's biggest analyst calls: Nvidia, Apple, Netflix, Broadcom, Starbucks, Amazon, Disney & more
Here are Thursday's biggest calls on Wall Street.
1h ago - CNBC Top NewsXi tells Musk, Tim Cook and other CEOs on Trump's trip: China will 'open wider'
Tesla and Space X boss Elon Musk, Nvidia's CEO Jensen Huang and Apple CEO Tim Cook were part of Trump's delegation.
1h ago - Yahoo FinanceStock Market Today: Dow Rises On Cisco, Nvidia, Boeing Amid Trump-Xi Summit (Live Coverage)1h ago
- CNBC Top NewsChinese companies are ramping up homegrown AI chips, even if Nvidia is coming back
Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.
2h ago - CNBC Top NewsUBS hikes Nvidia price target, sees strong earnings report ahead
The investment bank has a buy rating on the semiconductor name.
2h ago - MarketWatchNvidia moves one step closer to a breakthrough on Chinese exports after reaching another milestone
Nvidia’s chief executive Jensen Huang has been lobbying for a long time for the ability to export advanced semiconductor chips to China in the face of opposition from both Washington and Beijing. It appears a breakthrough might have been made.
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.