From Barron’s: 2025-05-29 05:38:00

Nvidia’s positive demand forecast, highlighting a tenfold surge in AI inference in just a year, is driving up related stocks. Super Micro Computer, maker of AI servers with Nvidia chips, saw a 4.4% increase in premarket trading. CoreWeave, offering remote servers with Nvidia chips, gained 5.8%.

Competitors like Broadcom, Advanced Micro Devices, Marvell Technology, and Arm Holdings also saw gains ranging from 3.5% to 6.6%. The growing interest in artificial intelligence is benefiting various chip makers and designers in the market.



Read more at Barron’s: SMCI, Broadcom, CoreWeave, and Other AI Stocks Jump