Nvidia Tops $5 Trillion as AI Chips Power Record Sector Rally
Nvidia reclaims $5 trillion as Intel’s Q1 blowout triggers a historic semiconductor sweep — AMD and Arm Holdings post double-digit gains on the same day.
Intel
Intel Q1 2026 Earnings Blowout: AI CPU Demand Sparks Chip Rally
Intel crushed Q1 2026 estimates with $13.6B revenue and non-GAAP EPS of $0.29 — 29x consensus — as AI demand for CPUs drives a sector-wide semiconductor rally.