The New AI Rally: Why NVIDIA is No Longer the Only Winner!
Reading Time: 3 minutes
For a long time, the semiconductor market resembled a one-way street: Those wanting to profit from the boom in artificial intelligence bought shares of NVIDIA . Without the graphics processors (GPUs) of the market leader, no language model could be trained. However, in spring 2026, we are witnessing a veritable tectonic shift on Wall Street. The chip index PHLX recorded its strongest month since 2002 in April, with an increase of over 25%. What’s remarkable about this: NVIDIA is no longer pulling this cart alone. A whole phalanx of companies...
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