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Market Trends

AI Boom Powers Breakneck Rally Across Chip Stocks as SOX Jumps 50%

Hyperscaler demand for scarce memory drives a broad rerating tied to AI workloads.

Intel Soars on AI CPU Demand as Nvidia Reclaims $5 Trillion

Wall Street Reaffirms Nvidia’s AI Lead as Tech Rotates Back to Growth

White House Unveils National AI Framework as Enterprises Pivot to Autonomous Agents

JPMorgan Backs Nvidia, Broadcom, Micron as Top AI Chip Picks Ahead of Earnings

AMD Tops Q3, Raises Q4 Outlook on Data-Center Strength