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Benzinga
Benzinga
Business
Anusuya Lahiri

Nvidia, AMD Lead Semiconductor Rally After Taiwan Semiconductor's Strong October Sales

Nvidia Semiconductor AMD Taiwan Semiconductor Jensen Huang Taiwan NVDA Donald Trump Advanced Micro Devices, Inc ARM Holdings Plc
Guilherand-granges,,France,-,June,26,,2025.,Nvidia,Corporation,Leads,In

Semiconductor stocks including Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL), Super Micro Computer Inc. (NASDAQ:SMCI), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM) and ON Semiconductor Corp. (NASDAQ:ON) advanced on Monday as investors responded to strong sector fundamentals and accelerating artificial intelligence spending.

Major U.S. technology firms such as Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) recently reaffirmed commitment to AI-driven investment, reinforcing sentiment across the broader semiconductor ecosystem.

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