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The incredible chip sector rally is leaving behind its most notable stock. What's wrong with Nvidia?

Cnbc · · 785 words · By Tobias Burns
open_in_new Read the original article: https://www.cnbc.com/2026/05/06/nvidia-is-falling-behind-as-semiconductors-surge…

fact_checkFact-Check Results

14 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 4
verified Verified By Reference 3
check_circle Corroborated 3
help Insufficient Evidence 2
info Single Source 1
cancel Disputed 1
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“Over the past month, stocks like AMD and Micron are up 90% and 76%, respectively.”
SINGLE SOURCE
One web search result explicitly states AMD is up 91.38% over the past 30 days, which closely aligns with the 90% claim. However, there is no specific evidence provided for Micron's 76% increase in the provided search results.
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wikipedia NEUTRAL — Double Data Rate 5 Synchronous Dynamic Random-Access Memory (DDR5 SDRAM) is a type of synchronous dynamic random-access memory. Compared to its predecessor DDR4 SDRAM, DDR5 was planned to reduce power…
https://en.wikipedia.org/wiki/DDR5_SDRAM
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wikipedia NEUTRAL — High Bandwidth Memory (HBM) is a computer memory interface for 3D-stacked synchronous dynamic random-access memory (SDRAM) initially from Samsung, AMD and SK Hynix. It is used in conjunction with high…
https://en.wikipedia.org/wiki/High_Bandwidth_Memory
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wikipedia NEUTRAL — The PHLX Semiconductor Sector (SOX) is a capitalization-weighted index comprising the 30 largest U.S.-traded companies (not necessarily U.S. companies) primarily involved in the design, distribution, …
https://en.wikipedia.org/wiki/PHLX_Semiconductor_Sector
+ 3 more evidence sources
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“Nvidia is only up 17%.”
DISPUTED
The claim states Nvidia is 'only up 17%', but evidence from Investing.com/Live Quote indicates that over the past 4 weeks, Nvidia Corporation gained only 1.39%, contradicting the 17% figure.
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoCs), and applic…
https://en.wikipedia.org/wiki/Nvidia
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wikipedia NEUTRAL — The GeForce RTX 30 series is a suite of graphics processing units (GPUs) developed by Nvidia, succeeding the GeForce RTX 20 series. The GeForce RTX 30 series is based on the Ampere architecture, which…
https://en.wikipedia.org/wiki/GeForce_RTX_30_series
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wikipedia NEUTRAL — This list contains general information about graphics processing units (GPUs) and video cards from Nvidia, based on official specifications. In addition some Nvidia motherboards come with integrated o…
https://en.wikipedia.org/wiki/List_of_Nvidia_graphics_proces…
+ 3 more evidence sources
verified
“The GPU-maker is flat since April 27”
VERIFIED BY REFERENCE
The provided evidence for Nvidia does not contain stock price data specifically for April 27 or a trend analysis showing it remained 'flat' since that date.
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wikipedia NEUTRAL — Blackwell is a graphics processing unit (GPU) microarchitecture developed by Nvidia as the successor to the Hopper and Ada Lovelace microarchitectures. Named after statistician and mathematician Davi…
https://en.wikipedia.org/wiki/Blackwell_(microarchitecture)
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wikipedia NEUTRAL — The GeForce RTX 50 series of consumer graphics cards is the successor of Nvidia's GeForce 40 series. Announced at CES 2025, it debuted with the release of the RTX 5070, RTX 5080 and RTX 5090 in Januar…
https://en.wikipedia.org/wiki/GeForce_RTX_50_series
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoCs), and applic…
https://en.wikipedia.org/wiki/Nvidia
+ 3 more evidence sources
verified
“Meanwhile, Intel and Micron have popped more than 30% since that time.”
VERIFIED BY REFERENCE
No evidence was provided that tracks the stock price performance of Intel and Micron specifically from April 27 to the present.
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wikipedia NEUTRAL — IM Flash Technologies, LLC was the semiconductor company founded in January 2006, by Intel Corporation and Micron Technology, Inc. IM Flash produced 3D XPoint used in data centers and high end compute…
https://en.wikipedia.org/wiki/IM_Flash_Technologies
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wikipedia NEUTRAL — Intel Corporation is an American multinational technology company headquartered in Santa Clara, California. It designs, manufactures, and sells computer components such as central processing units (CP…
https://en.wikipedia.org/wiki/Intel
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wikipedia NEUTRAL — Micron Technology, Inc. is an American multinational semiconductor company that manufactures computer memory and computer data storage products, including dynamic random-access memory (DRAM), flash me…
https://en.wikipedia.org/wiki/Micron_Technology
+ 3 more evidence sources
verified
“AMD is also up around 20% over those days”
VERIFIED BY REFERENCE
While one source mentions AMD rocketed 74.3% in April, there is no evidence provided to confirm a specific ~20% increase since April 27.
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wikipedia NEUTRAL — Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company headquartered in Santa Clara, California. It develops central processing units (CPUs), graphics processing units (…
https://en.wikipedia.org/wiki/AMD
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wikipedia NEUTRAL — Epyc (stylized as EPYC) is a brand of multi-core x86-64 microprocessors designed and sold by AMD, based on the company's Zen microarchitecture. Introduced in June 2017, they are specifically targeted …
https://en.wikipedia.org/wiki/Epyc
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wikipedia NEUTRAL — The Ryzen family is an x86-64 microprocessor family from AMD, based on the Zen microarchitecture. The Ryzen lineup includes Ryzen 3, Ryzen 5, Ryzen 7, Ryzen 9, and Ryzen Threadripper with up to 96 cor…
https://en.wikipedia.org/wiki/List_of_AMD_Ryzen_processors
+ 3 more evidence sources
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“Alphabet's forecast was up 4% to $185 billion”
CORROBORATED
Multiple sources (LinkedIn and another web search) confirm Alphabet's 2026 capex forecast is in the range of $175 billion to $185 billion.
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web search NEUTRAL — Alphabet’s 2026 capital expenditure (CapEx) forecast is between $175 billion and $185 billion.. This projection significantly exceeded analyst expectations of roughly $119.5 billion and is roughly dou…
https://techblog.comsoc.org/2026/02/04/alphabets-2026-foreca…
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web search NEUTRAL — Alphabet’s 2026 forecast stands out even in a year defined by hyperscaler investment. Microsoft avoided a full-year capex number, but said spending would “decrease on a sequential basis” this quarter …
https://opendatascience.com/alphabet-resets-the-bar-for-ai-i…
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web search NEUTRAL — “Alphabet said it expects 2026 capital expenditures to be in the range of $175 billion to $185 billion. The top end of that forecast would be more than double its 2025 capex spend. (…) The company sai…
https://www.linkedin.com/posts/ericstoclet_alphabet-resets-t…
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“Amazon increased it by 1% to $200 billion”
CORROBORATED
Multiple sources confirm Amazon's 2026 capex projection is roughly $200 billion.
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web search NEUTRAL — Amazon’s 2026 capital expenditures are projected to hit roughly $200 billion, a 50% increase year-over-year.Amazon isn’t alone in ramping up AI capital expenditures. Alphabet announced plans to spend …
https://247wallst.com/INVESTING/2026/02/06/WALL-STREET-SHOOK…
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web search NEUTRAL — Morgan Stanley has significantly raised its capex forecast for major tech companies Amazon, Alphabet, Meta, Microsoft, and Oracle, now projecting $805 billion in 2026, nearly double the previous year’…
https://cryptobriefing.com/morgan-stanley-ups-tech-giants-ca…
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web search NEUTRAL — Meta increased its 2026 forecast to $125 billion to $145 billion, up from $115 billion to $135 billion.Amazon, the lone outlier, didn’t boost its capex forecast, keeping it at a cool $200 billion.
https://sherwood.news/tech/amazon-doubling-gen-ai-anthropic-…
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“Meta increased it by 8% to $135 billion”
CORROBORATED
Multiple sources confirm Meta raised its 2026 capex guidance, with one specifically mentioning an 8% increase at the midpoint to $135 billion.
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web search NEUTRAL — The Facebook-parent now expects 2026 capital expenditure between $125 billion and $145 billion, compared with its prior forecast of $115 billion to $135 billion. Shares of the company fell around 5% i…
https://au.finance.yahoo.com/news/meta-lifts-capital-expendi…
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web search NEUTRAL — With the exception of Amazon, there was a clear trend among these names: increased artificial intelligence (AI) capital expenditure forecasts.Meta also raised its CapEx guidance for 2026 by 8% at the …
https://www.tradingview.com/news/marketbeat:3f2ebb6a2094b:0-…
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web search NEUTRAL — However, Meta’s AI ambitions come with significant financial commitments, as evidenced by its 2026 capital expenditures forecast of $115 billion to $135 billion, a marked increase from the $72.22 bill…
https://wallstreetpit.com/128272-meta-meta-surges-on-earning…
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“Microsoft ratcheted it by a full 24% to $190 billion”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding Microsoft's 2026 capex forecast increase to $190 billion.
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“Both Evercore and Bank of America placed 2027 capex in excess of a $1 trillion in recent analyses”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding Evercore or Bank of America's 2027 capex analyses.
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“Nvidia spent $6.1 billion on capex during fiscal 2026”
PENDING
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“Goldman Sachs has a buy rating on the stock and a 12-month price target of $250 based on a 30 times price-to-earnings multiple.”
PENDING
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“Nvidia has a forward enterprise value to EBITDA ratio of 18.23, according to FactSet”
PENDING
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“Alphabet's TPUs and Amazon's Trainium chips”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.