AI Memory Chip Demand Drives Semiconductor Rally
Memory and semiconductor stocks are surging on expectations that AI data center buildout will require massive chip supply for years. Micron, AMD, and Intel are rallying hard as investors rotate into hardware plays, with some noting semiconductor valuations now rival the 2000 dot-com bubble on RSI and overbought metrics.
R- Financial TimesTrump traded hundreds of millions of dollars in US securities in first quarter
Transactions relating to companies including Nvidia, Palantir, Paramount and Boeing listed in disclosures
27m ago - BloombergNvidia's CEO Spotted Eating Noodles on Beijing Sidewalk (Video)3h ago
- PR Newswire FinancialINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Super Micro Computer, Inc. Of Class Action Lawsuit and Upcoming Deadlines - SMCI
NEW YORK, May 14, 2026 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Super Micro Computer, Inc. ("Super Micro" or the "Company") (NASDAQ: SMCI). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or...
10h 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.
12h 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.
15h 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.
16h 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.
16h ago - Yahoo FinanceDow Jones Hits 50,000 For the First Time As Nvidia And Broadcom Power Market Indexes Higher18h ago
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.