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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.
SanDisk shares reached a new record high, rising nearly 4,000% over the past year as demand for AI data center storage continues to outpace supply.
NXP shares surge as AI and automotive demand drive strong earnings and sector momentum.
AI stocks fall after concerns emerge over OpenAI’s growth and revenue targets.
Nvidia reaches a $5.25 trillion market cap as AI-driven demand for GPUs continues to surge.
A U.S. government investment in Intel has generated $25.7 billion in unrealized gains in just eight months after shares surged following earnings.
SanDisk shares have surged 3000% over the past year as demand for AI data center storage fuels explosive growth.