Apr. 25 at 2:26 AM
Nvidia shares hit their first record close in nearly six months, regaining a ~
$5T valuation after a strong أسبوع for chipmakers. The rally was largely fueled by upbeat sentiment across the semiconductor sector, led by Intel, which posted better-than-expected Q1 earnings.
Intel’s results—driven by improved technology execution and rising demand for server CPUs—helped shift investor perception, positioning the company as a more credible player in the AI infrastructure race. Nvidia has also benefited directly, as its late-2025 investment in Intel generated significant paper gains, reinforcing confidence in its broader ecosystem strategy.
The bullish momentum extended across the chip space, with Advanced Micro Devices, Texas Instruments, STMicroelectronics, and Broadcom reflecting mixed but generally positive moves. The PHLX Semiconductor Index also climbed, underscoring renewed investor enthusiasm for AI-driven chip demand.
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