Scoopfeeds — Intelligent news, curated.
business

Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags

CNBC · May 8, 2026, 7:23 PM · Also reported by 4 other sources

Key takeaways

  • Livestream Menu Make Itselect USAINTLLivestream Search quotes, news & videos Livestream Watchlist SIGN INCreate free account Markets Business Investing Tech Politics Video Watchlist Investing Club PROLivestream Menu
  • Since the launch of Chat GPT in late 2022 and the start of the generative AI craze, one name has dominated the infrastructure boom: Nvidia.
  • All four of those companies have more than doubled in value this year, with Intel leading the way, up well over 200%.

Livestream Menu Make Itselect USAINTLLivestream Search quotes, news & videos Livestream Watchlist SIGN INCreate free account Markets Business Investing Tech Politics Video Watchlist Investing Club PROLivestream Menu

Since the launch of Chat GPT in late 2022 and the start of the generative AI craze, one name has dominated the infrastructure boom: Nvidia.

While the chipmaker — and the world's most valuable company — continues to prosper and is expected to show revenue growth of 70% this fiscal year, Wall Street has moved elsewhere, piling into businesses that were hardly visible in the initial years of the artificial intelligence buildout.

Article preview — originally published by CNBC. Full story at the source.
Read full story on CNBC → More top stories

Also covered by

Aggregated and edited by the Scoop newsroom. We surface news from CNBC alongside other reporting so you can compare coverage in one place. Editorial policy · Corrections · About Scoop