AI trading leads U.S. stock rebound, Nvidia "ten consecutive gains"
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Capital flows back into the AI sector, chip stocks strengthen across the board, institutions optimistic about the medium-term outlook for semiconductors.
On Tuesday, April 14th, Nvidia rose nearly 4%, marking ten consecutive trading days of gains—the longest streak since November 14, 2023—with a cumulative increase of 18.97%.
At the same time, AMD also achieved ten consecutive days of gains, its longest rally since May 2005, with a cumulative increase of as much as 30.11%.
Analysts believe the collective strength in chip stocks signifies the fading of the uncertainty that previously overshadowed AI trades, as investor confidence gathers once again.
（Goldman Sachs AI Leaders Basket）
Gil Luria, managing director at D.A. Davidson, said the market is "increasingly optimistic" about AI’s development trajectory. As related investments continue into next year, capital is flowing into semiconductor companies that will keep benefiting from data center construction.
Investors Shift from Defense to Offense, Returning to the AI Sector
Nvidia’s share price had stagnated for several months, during which investors turned to defensive sectors like consumer staples and looked for other AI-related opportunities with higher growth potential.
Jamie Meyers, analyst at Laffer Tengler Securities, said that earlier this year, out of concerns about a tech trade cooldown, investors slashed their positions in winning stocks, but are now "returning to reality." Meyers said:
(AI-related stocks) The growth is there.
He also pointed out that Nvidia has recently lacked clear catalysts because its product roadmap is "well known to the market, with hardly any surprises."
However, Jamie Meyers believes that it is precisely the company’s frequent product updates and iterations that confirm its "astonishing growth momentum."
According to Andrew Rocco of Zacks Investment Research, in the medium term, Nvidia, AMD, and Intel will all benefit from the ongoing expansion of AI infrastructure.
He also added that the rise of agent AI and physical AI will further drive earnings growth for chipmakers, as these applications require enormous computing power.
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