Chip Stocks Jumped. Marvell and Broadcom up 4%; AMD, TSMC, Intel and Micron rose 3%; Nvidia rose 2%

TradingKey - SoFi Technologies, Inc. (NASDAQ: SOFI) has become one of the more intriguing names in U.S. fintech because it is no longer simply a story about student loans or a consumer trading platform.

TradingKey - Oracle(ORCL) has long been known as an established software business. With the rise in popularity of AI, however, it is now stepping into a new role in our industry: artificial intelligence infrastructure.

TradingKey - By leveraging all the successful work of Dr. Lisa Su along with her leadership style, AMD (AMD) has changed from a niche provider of PC chipsets to one of the leading suppliers of technology needed for cloud computing to develop the infrastructure of A.I. globally.

TradingKey - NVentures, the venture capital arm of NVIDIA (NVDA), has invested $50 million in Swedish legal AI startup Legora, marking NVIDIA’s first direct investment in the legal tech sector. Legora announced the completion of a $600 million Series D funding round on the same day. Of the total, $550 million was completed in March, while the $50 million extension was co-led by NVentures and Atlassian, with participation from Adams Street Partners, Airtree, and Barclays. The company has raised a cumulative $866 million since its founding in 2023, bringing Legora’s valuation to $5.6 billion.

TradingKey - Since April 28, 2026, POET Technologies Inc. (NASDAQ: POET) has become one of the most volatile small-cap AI-linked equity investments currently available in the market.