WS #10111

From 500 msgs · 6 key-dev

Memory and semiconductor stocks surging: MRVL +11.9%, INTC +8.6%, MU +9.3% on analyst calls and optical networking growth; semis sector +5.1%. Amazon in talks to sell custom AI chips to data center customers, directly competing with Nvidia.

Semiconductor Rally

Memory and semiconductor stocks surging: MRVL +11.9%, INTC +8.6%, MU +9.3% on analyst calls and optical networking growth; semis sector +5.1%.

Amazon in talks to sell custom AI chips to data center customers, directly competing with Nvidia.

Full world state #10111