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HSBC raised its S&P 500 target as AI-driven earnings growth continues to strengthen major technology companies.
Alphabet is rapidly narrowing the gap with Nvidia as both companies approach a combined market value above $10 trillion amid the ongoing AI boom.
AI chipmaker Cerebras is expected to debut on Nasdaq on May 14 under the ticker CBRS, positioning itself as an alternative to Nvidia in the AI hardware market.
Intel shares surged to a record high after reports that Apple may shift part of its chip manufacturing to Intel, increasing pressure on TSMC.
The S&P 500 reached a new all-time high of 7,420 as investor optimism around artificial intelligence and technology stocks continued driving the market higher.
Sony projected double-digit profit growth even as PlayStation 5 hardware sales slowed, supported by strong performance in image sensors and music.
SoftBank shares jumped more than 16% as Japan’s technology-led rally pushed the Nikkei 225 to fresh record highs following the Golden Week holiday break.
BlackRock CEO Larry Fink said growing shortages in AI infrastructure could eventually create a futures market for computing power, similar to oil or energy trading.
AMD reached record highs as strong AI chip demand fueled a broader rally across semiconductor stocks.
Samsung’s market capitalization surpassed $1.2 trillion as AI-driven semiconductor demand boosted investor sentiment.
SpaceX plans a $55 billion semiconductor facility in Texas, with total investment potentially reaching $119 billion. The Terafab project targets AI, robotics, and data center chips.
Nvidia and Corning announced a major optical fiber partnership to expand U.S. manufacturing, aiming to meet surging demand from AI data centers.
Intel stock jumped 12% to a record high, driven by AI chip optimism and reports of a potential Apple partnership. The rally has also boosted the value of major institutional holdings.
South Korea’s KOSPI index surged 37% in just 34 days to a record high, driven by booming global demand for AI semiconductors. The rally added roughly $1 trillion in market value.
Toto shares rise as AI chip demand boosts its semiconductor component business.