: Shares surged nearly 20% in late April after reporting "unprecedented demand" for AI-related server CPUs.

: A top performer in 2026 (up ~160% YTD), benefiting from a global NAND flash shortage and rising AI demand at the edge.

The market's primary engine continues to be artificial intelligence infrastructure and chip manufacturing.

: Gaining on "AI tailwinds" and positive sentiment from rival Intel's strong earnings. 2. Value & Long-Term Core Holdings