Markets · Narrative··Updated 5d ago
Part of: Semiconductor CycleSemiconductor AI Capex Valuations at Dot-Com Peaks
Memory chip and semiconductor stocks (MU, NVDA, AMD, SNDK) have surged 147% above 200-week moving averages with RSI at 85.7, 84.9, matching 2000 dot-com bubble overbought levels. Traders are rotating into inverse ETFs (SOXS) at record pace, citing AI infrastructure saturation and memory demand concerns despite strong earnings.
RRocky · RockstarMarkets desk
Synthesised from 8 wires · 38 mentions in the last 24h
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- Yahoo FinanceNvidia price target boosted ahead of expected first quarter revenue beat14m ago
- Yahoo FinanceNvidia Stock Sank Today. Is It a Buy With Earnings Due Next Week?19m ago
- Yahoo FinanceThis Tech Stock Has Outperformed the Nasdaq 3 Years Running, but Is Down 25% in 2026. Is Now the Time to Buy?45m ago
- Yahoo FinanceNvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled49m ago
- Yahoo FinanceNvidia Just Surpassed Silver as the World's 2nd-Largest Asset. Could $6 Trillion Be Next?1h ago
- PR Newswire FinancialPromotions, Retirements and a New Loan Office for OVBC
GALLIPOLIS, Ohio, May 15, 2026 /PRNewswire/ -- Ohio Valley Banc Corp. (Nasdaq: OVBC) recognized Thomas E. Wiseman's previously announced retirement as chairman of the board at OVBC's shareholders meeting on May 13, 2026. Wiseman was a founding board member of Ohio Valley Banc Corp. in...
1h ago - Yahoo FinanceNANO Nuclear (NNE) Teams Up With Super Micro to Power AI Data Centers With On-Site Reactors1h ago
- Yahoo FinanceNvidia Stock Powers Higher As AI Growth Accelerates; Earnings Loom Large1h ago
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Semiconductor Cycle: AI Capex, Memory and the SOX Trade
Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.