Semiconductor Memory Rally Hits Extreme Overbought
Chip stocks, especially memory and AI-related semis (MU, NVDA, SNDK), have soared to levels not seen since the 2000 dot-com bubble, with traders flooding into semiconductor ETFs at record pace. SOXS (bear ETF) attracted $2.4B in April alone, signaling hedge positioning ahead of potential pullback. Supply shortage narratives are stretching thin as valuations reach euphoric extremes.
R- CNBC Top NewsWhy the AI bull market's obsession shifted away from Nvidia to memory chip makers
Behind the surge is an evolving systems architecture for AI known as "orchestration" in which workloads are distributed through multiple processing channels.
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Here are Thursday's biggest calls on Wall Street.
2h 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.
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- 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.
3h ago - CNBC Top NewsUBS hikes Nvidia price target, sees strong earnings report ahead
The investment bank has a buy rating on the semiconductor name.
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.