AI chip stocks rebound strongly, Maxeon and Intel lead the technology sector rally

Tech Stocks Stabilize, AI Themes Reemerge as Market Main Axis

After experiencing a significant correction last week, the global technology sector shows renewed rebound momentum this week. Investors took advantage of the previous market pullback to position themselves, coupled with a temporary easing of tensions in the Middle East, which improved market risk appetite. Indices dominated by tech companies generally closed higher, with large growth stocks and semiconductor groups leading the gains. Although concerns about inflation and interest rate policy changes persist, the long-term growth prospects brought by the artificial intelligence industry continue to support the investment enthusiasm in the tech sector.

Marvell Joins S&P 500, Market Optimistic About AI Growth Potential

(Source: TradingView)

In this rebound, Marvell Technology has become a focal point of market attention. The company's stock price surged nearly 10% in a single day, mainly because it is set to be officially included in the S&P 500 index in late June. For many institutional investors, becoming a major index component often signifies increased importance and market recognition of the company.

In recent years, Marvell has actively expanded into AI networking chips, high-speed data transmission, and cloud infrastructure. Previously, AMD CEO Lisa Su publicly stated that Marvell has the potential to become the next semiconductor company with a market value surpassing one trillion dollars, further raising market expectations for its future development.

Intel and Micron Rise Simultaneously, AI Infrastructure Demand Continues to Expand

Besides Marvell, memory giant Micron Technology and chip manufacturer Intel also experienced strong gains. Micron's stock price rose nearly 10%, reflecting optimistic expectations for growth in high-bandwidth memory and AI data center demand; Intel attracted market attention due to securing important orders from major tech companies.

According to media reports, Intel will assist Google in manufacturing over 3 million Tensor Processing Units (TPUs), demonstrating progress in its foundry business. These developments further prove that AI industry growth opportunities are no longer limited to individual companies but are gradually spreading across the entire supply chain, including chip design, memory, high-speed networking, and cloud infrastructure.

(Source: The Information)

Apple’s AI Progress Under Market Scrutiny

Compared to the strong performance of chip stocks, Apple experienced a pullback after its annual developer conference. Although Apple showcased upgrades to Siri-related AI functions and integration of smart applications, the market generally believes its AI development speed still lags behind some competitors, which has affected short-term investor confidence. This also reflects the increasing standards for evaluating AI themes in the current market. Investors are not only concerned about whether companies are investing in AI but also whether they can create actual competitive advantages through commercialization and technological applications.

Chip Industry Volatility Intensifies, Market Focus on Interest Rate and Inflation Risks

It is worth noting that although the tech sector has recently rebounded, market volatility remains evident. After Broadcom released its earnings report, some data fell short of high market expectations, prompting investors to reassess industry growth speed. Coupled with recent strong employment data, the market has begun to anticipate that the Federal Reserve may maintain higher interest rates for a longer period. Against this backdrop, investors are not only focusing on AI growth opportunities but are also paying more attention to risk management and asset allocation strategies.

Gate Stock Trading Offers New Gateway for Global Tech Investment

As the AI industry continues to drive growth for global tech companies, an increasing number of digital asset investors are seeking more convenient cross-market investment methods. Recently, Gate officially launched its stock trading service, further connecting digital assets with global securities markets. Through Gate stock trading, users can directly participate in stock and ETF investments using USDT, without needing cross-border remittances or opening overseas brokerage accounts, greatly simplifying participation. The platform currently supports over 10,000 stocks and ETFs across major markets such as Nasdaq, NYSE, NYSE Arca, NYSE American, and BATS.

Supporting Fractional Stock Trading to Lower Entry Barriers

In addition to a wide range of investment options, Gate stock trading also supports fractional trading starting from as little as 0.01 shares. For investors who want to participate in large tech companies but do not wish to invest a large sum at once, fractional trading offers more flexible capital management. Through small investments and diversification strategies, users can more flexibly build their tech industry investment portfolios.

Single Account Management of Multiple Assets

Another key feature of Gate stock trading is the unified account management model. Investors can manage digital assets and stock assets within the same platform, reducing the inconvenience of cross-platform operations and improving overall asset allocation efficiency. Moreover, Gate stock trading differs from traditional CFD products, as it does not involve funding rates or overnight holding fees, making it more suitable for medium- to long-term investment planning.

Summary

From Marvell’s inclusion in the S&P 500 and Micron benefiting from growing memory demand to Intel securing large AI chip orders, it is clear that the artificial intelligence industry continues to drive the development of the tech sector. Future AI investment opportunities will not only come from a few leading companies but may also extend across the entire supply chain, including chip design, data centers, high-speed networks, memory, and cloud computing. The launch of Gate stock trading provides investors with a more convenient global investment gateway, allowing participation in over 10,000 stocks and ETFs using USDT, managing digital and stock assets on a single platform, and more effectively capturing the long-term growth opportunities brought by the AI industry and the global tech market.