Robust financial performance and strong growth expectations from ASML and TSMC this week boosted sentiment across the tech industry, lifting stock prices and market capitalizations throughout the AI supply chain. Among the most notable beneficiaries of this AI-driven momentum are AMD, with a market capitalization that reached an all-time high on Thursday, and Intel, whose market cap hit a 25-year high. Other notable beneficiaries are Arm Holdings and Nvidia.
AMD’s market cap hit $454 billion as its…

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