MarketPulse

AI data center demand

3 articles
The Motley FoolThe Motley Fool··Anders Bylund

Chip Rally Lifts Nasdaq-100 While Dow Lags on Limited Semiconductor Exposure

Intel's strong Q1 2026 earnings ignite semiconductor sector surge, with $NASDAQ-100 climbing 1.8% while $DJI trails due to minimal chip exposure.
NVDAAMDAVGOINTCsemiconductor stocksmarket rotation
The Motley FoolThe Motley Fool··Chris Neiger

Aehr Test Systems Surges 20% on Major Silicon Photonics Customer Win

Aehr Test Systems stock surges 20% after winning major silicon photonics customer with orders scheduled for late 2026, signaling exposure to AI data center expansion.
AEHRhyperscale data centerssemiconductor equipment
The Motley FoolThe Motley Fool··Eric Trie

AMD Surges 7% on CPU Price Hikes Amid AI Data Center Boom

Advanced Micro Devices rose 7.24% after reports of planned CPU price increases driven by strong AI data center demand, signaling potential margin expansion.
NVDAAMDINTCearnings guidancepricing power