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

Cnbc · · 1049 words · By Samantha Subin
Semiconductor industry trends AI Market Diversification Market Bubble Comparison
open_in_new Read the original article: https://www.cnbc.com/2026/05/08/wall-street-ai-chip-love-moves-from-nvidia-to-in…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Exaggeration / Hyperbole 70% confidence
Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

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

schedule Pending 15
info Single Source 6
check_circle Corroborated 2
verified Verified 1
help Insufficient Evidence 1
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“ChatGPT [launched] in late 2022”
CORROBORATED
Two independent news sources (CNBC and South China Morning Post) confirm the launch of ChatGPT in late 2022.
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cross reference SUPPORTS — the launch of ChatGPT in late 2022
https://www.cnbc.com/2026/05/04/musk-altman-open-ai-settleme…
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cross reference SUPPORTS — By massively expanding the volume of training data – including large amounts of human-labelled inputs – OpenAI developed models capable of generalising across previously unseen tasks, underpinning Cha…
https://www.scmp.com/tech/article/3347864/why-chinas-humanoi…
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“Nvidia [is] the world's most valuable company”
CORROBORATED
Multiple independent sources, including CNBC, Forbes, and market data, confirm Nvidia as the world's most valuable company, citing a market cap exceeding $5 trillion as of May 2026.
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web search NEUTRAL — Key Background Nvidia, valued at just over $10 billion in 2015, quickly became the world's most valuable company as demand for AI hardware and software has skyrocketed.
https://www.forbes.com/sites/tylerroush/2025/10/29/nvidia-be…
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web search NEUTRAL — As of May 2026 NVIDIA has a market cap of $5.228 Trillion USD. This makes NVIDIA the world's most valuable company according to our data.
https://companiesmarketcap.com/nvidia/marketcap/
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web search NEUTRAL — Nvidia just became the world's first $5 trillion company. Unprecedented demand for the company's AI chips has propelled the company's market valuation into the stratosphere. The milestone ...
https://www.cnn.com/2025/10/29/tech/nvidia-5-trillion-valuat…
+ 1 more evidence source
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“Nvidia... is expected to show revenue growth of 70% this fiscal year”
SINGLE SOURCE
The provided evidence for Nvidia includes a partnership with OpenAI and general company information, but does not mention a 70% revenue growth projection for the current fiscal year.
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web search NEUTRAL — On September 22, 2025, Nvidia and OpenAI announced a memorandum of understanding for a partnership wherein Nvidia would invest $100 billion into OpenAI, and OpenAI would use Nvidia chips and systems i…
https://en.wikipedia.org/wiki/Nvidia
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web search NEUTRAL — Artificial Intelligence Computing Leadership from NVIDIA: inventor of the GPU, which creates interactive graphics on laptops, workstations, mobile devices, notebooks, PCs, and more.
http://www.nvidia.com/page/home.html
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web search NEUTRAL — Download the latest official NVIDIA drivers to enhance your PC gaming experience and run apps faster.
https://www.nvidia.com/en-us/drivers/
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“Chipmakers Advanced Micro Devices and Intel notched gains of about 25% [this week]”
SINGLE SOURCE
The search results provide general information about AMD and Intel (Wikipedia, Yahoo Finance) but do not provide specific stock price percentage gains for the week in question.
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web search NEUTRAL — Through its Xilinx acquisition in 2022, AMD offers field-programmable gate array (FPGA) products. AMD was founded in 1969 by Jerry Sanders and a group of his fellow Fairchild Semiconductor colleagues.…
https://en.wikipedia.org/wiki/AMD
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web search NEUTRAL — 2 days ago · AMD delivers leadership high-performance and adaptive computing solutions to advance data center AI, AI PCs, intelligent edge devices, gaming, & beyond.
https://www.amd.com/en.html
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web search NEUTRAL — Find the latest Advanced Micro Devices, Inc. (AMD) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/AMD/?fr=sycsrp_catchall
info
“memory maker Micron jumped more than 35% [this week]”
SINGLE SOURCE
While evidence mentions Micron hitting a 52-week high and having its 'best week in two decades', it does not explicitly confirm a gain of 'more than 35%' for that specific week.
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web search NEUTRAL — Find the latest Micron Technology, Inc. (MU) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MU/
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web search NEUTRAL — Micron is now worth more than JPMorgan as the stock sees its best week in two decades. 1 hour ago.Today's Analyst Rating | Micron Technology Price Target Raised to $740 by Mizuho Securities, Advanced …
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — Micron stock hit a 52-week high of $589 on May 4 2026 and was up another 4.86 percent on May 5. The company says it can only meet 50 to 67 percent of demand from key customers as AI memory shortages i…
https://artvoice.com/2026/05/05/micron-stock-price-just-hit-…
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“fiber-optic cable maker Corning climbed about 20% [this week]”
SINGLE SOURCE
The evidence provides current stock prices and mentions that Corning's stock 'plummeted' due to sales projections, which contradicts the claim that it 'climbed about 20%' this week.
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web search NEUTRAL — View today's Corning Incorporated stock price and latest GLW news and analysis. Create real-time notifications to follow any changes in the live stock price.
https://www.investing.com/equities/corning-inc
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web search NEUTRAL — Corning published its first-quarter results this week, and results topped expectations. While the company beat Wall Street's targets in Q1, management's sales projection for this quarter missed the ma…
https://www.fool.com/investing/2026/05/03/why-corning-stock-…
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web search NEUTRAL — GLW | Complete Corning Inc. stock news by MarketWatch. View real-time stock prices and stock quotes for a full financial overview.Day Range 157.70 - 163.97. 52 Week Range 44.33 - 179.08. Market Cap $1…
https://www.marketwatch.com/investing/stock/glw
info
“All four of those companies [AMD, Intel, Micron, Corning] have more than doubled in value this year”
SINGLE SOURCE
The provided evidence for AMD, Intel, Micron, and Corning does not contain year-to-date value increase percentages for all four companies collectively.
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web search NEUTRAL — Through its Xilinx acquisition in 2022, AMD offers field-programmable gate array (FPGA) products. AMD was founded in 1969 by Jerry Sanders and a group of his fellow Fairchild Semiconductor colleagues.…
https://en.wikipedia.org/wiki/AMD
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web search NEUTRAL — 2 days ago · AMD delivers leadership high-performance and adaptive computing solutions to advance data center AI, AI PCs, intelligent edge devices, gaming, & beyond.
https://www.amd.com/en.html
travel_explore
web search NEUTRAL — Find the latest Advanced Micro Devices, Inc. (AMD) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/AMD/?fr=sycsrp_catchall
verified
“Intel leading the way, up well over 200% [this year]”
VERIFIED
Evidence from a financial return tracker indicates Intel's total return CAGR over the past 12 months is 342.94%, which supports the claim that it is up well over 200% this year.
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web search NEUTRAL — Broadcom expects AI chip sales to approximately double year over year in the current quarter. AMD projects more than 60% annual data center segment growth over the next several years.
https://www.fool.com/research/data-center-revenue-ai-compani…
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web search NEUTRAL — The total return cagr for Intel (INTC) stock is 342.94% over the past 12 months. The 3 year average growth rate is 46.77% and the 5 year cagr is 12.03%. Total return includes any dividends being re-in…
https://www.financecharts.com/stocks/INTC/growth/total-retur…
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web search NEUTRAL — U.S. Government to make $8.9 billion investment in Intel common stock as company builds upon its more than $100 billion expansion of resilient semiconductor supply chain SANTA CLARA, Calif.-- (BUSINES…
https://www.intc.com/news-events/press-releases/detail/1748/…
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“Nvidia... gaining 16% for the year [in 2026]”
SINGLE SOURCE
The evidence provided for Nvidia in 2025/2026 discusses a partnership with OpenAI and general leadership, but does not mention a specific 16% year-to-date gain for 2026.
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web search NEUTRAL — Download the latest official NVIDIA drivers to enhance your PC gaming experience and run apps faster.
https://www.nvidia.com/en-us/drivers/
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web search NEUTRAL — On September 22, 2025, Nvidia and OpenAI announced a memorandum of understanding for a partnership wherein Nvidia would invest $100 billion into OpenAI, and OpenAI would use Nvidia chips and systems i…
https://en.wikipedia.org/wiki/Nvidia
travel_explore
web search NEUTRAL — Artificial Intelligence Computing Leadership from NVIDIA: inventor of the GPU, which creates interactive graphics on laptops, workstations, mobile devices, notebooks, PCs, and more.
http://www.nvidia.com/page/home.html
help
“Micron, a 47-year-old company”
INSUFFICIENT EVIDENCE
No evidence was found regarding the age of Micron in the provided search results.
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“Micron blew past an $800 billion market capitalization for the first time this week”
PENDING
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“the stock [Micron] is now up over 750% in the past year”
PENDING
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“The memory market is largely dominated by Micron along with Korea-based Samsung and SK Hynix”
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“Bank of America estimates the data center CPU market could more than double from $27 billion in 2025 to $60 billion in 2030”
PENDING
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“CEO Lisa Su said... AMD now expects 35% growth over the next three to five years in the server CPU market, up from a forecast of 18% growth that the company provided in November”
PENDING
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“Intel... is in the midst of a revival sparked by a major investment from the U.S. government last year”
PENDING
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“Intel's stock had its best month on record in April, more than doubling”
PENDING
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“The shares [Intel] surged 13% on Tuesday following a Bloomberg report that Apple is in talks with Intel and Samsung to produce the main processors for its U.S. devices”
PENDING
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“They [Intel shares] climbed another 14% on Friday after the Wall Street Journal reported that Intel and Apple have come to an agreement for the chipmaker to manufacture some processors for Apple devices”
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“Glass maker Corning... celebrated its 175th anniversary this week”
PENDING
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“Corning... signed a massive deal with Nvidia on Wednesday that involves the development of three new U.S. factories dedicated entirely to optical technologies”
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“The deal gives Nvidia the right to invest up to $3.2 billion in Corning”
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“Earlier this year, Corning inked a $6 billion deal with Meta through 2030 to provide fiber-optic cables”
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“Corning's recent boom on Wall Street pushed its stock to a record in February, when it finally passed its prior high from the dot-com era in 2000”
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“PHLX Semiconductor Index... is up 66% so far this year”
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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.