^GSPC$7,423.10+0.56%^IXIC$25,014.85+1.06%^DJI$42,502.90-0.16%^VIX$27.33+2.09%^STOXX50E$67.26+0.72%BTC-USD$79,269.18-1.51%ETH-USD$2,257.49-0.73%SOL-USD$91.12-3.34%AAPL$298.87+1.38%MSFT$405.21-0.63%NVDA$225.83+2.29%TSLA$445.27+2.73%META$616.63+2.26%GOOGL$402.62+3.94%AMZN$270.13+1.62%AMD$445.50-0.62%EURUSD$1.1716+0.02%GC$4,696.93+0.18%CL$101.71+0.01%^GSPC$7,423.10+0.56%^IXIC$25,014.85+1.06%^DJI$42,502.90-0.16%^VIX$27.33+2.09%^STOXX50E$67.26+0.72%BTC-USD$79,269.18-1.51%ETH-USD$2,257.49-0.73%SOL-USD$91.12-3.34%AAPL$298.87+1.38%MSFT$405.21-0.63%NVDA$225.83+2.29%TSLA$445.27+2.73%META$616.63+2.26%GOOGL$402.62+3.94%AMZN$270.13+1.62%AMD$445.50-0.62%EURUSD$1.1716+0.02%GC$4,696.93+0.18%CL$101.71+0.01%
RockstarMarkets
All narratives
Narrative · live

AI Supply Chain Boom Drives Capex Cycle; NVDA, AVGO, AMD Post Record Institutional Call Buying

Institutional investors deployed $249+ million in bullish call premium across Magnificent Seven stocks on May 13, with NVDA, TSLA, and AAPL accounting for 46 percent of volume. The surge reflects conviction in AI infrastructure capex cycle and semiconductor supply-chain strength, even as headline inflation pressures broader equities. Bottleneck research highlights advanced packaging and materials as next frontier for AI infrastructure complexity.

+0%
Mention growth · 24h

Coverage momentum · 14 days

Articles per day
No timeseries available.

Rocky take

AI Supply Chain Boom Drives Capex Cycle; NVDA, AVGO, AMD Post Record Institutional Call Buying has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.

Correlated assets

Live prices
NVDA
NVIDIA Corporation
$225.83
+2.29%
AVGO
Broadcom Inc.
$416.79
-0.60%
AMD
Advanced Micro Devices, Inc.
$445.50
-0.62%
MSFT
Microsoft Corp.
$405.21
-0.63%
^IXIC
Nasdaq 100
$25,014.85
+1.06%

Sources covering this narrative

XActive
BloombergActive
CNBCActive