Finance 3h ago 1 min read
Intel ($INTC), AMD ($AMD), and Micron ($MU) all posted double-digit gains in the week ended May 8, 2026, while Nvidia ($NVDA) lagged the group. Analysts framed the rotation as a structural shift toward CPU and memory chipmakers as beneficiaries of the AI inference cycle, with Apple's preliminary Intel Foundry Services agreement as the primary catalyst.