Intel Q1 earnings beat expectations, shares jump 24% to $83, market cap exceeds $416 billion, topping 2000 peak.
Nvidia stock rose 5% as its $5 trillion market cap made it top mover, highlighting AI‑CPU market shift.
AMD and Arm rallied over 14% and 13% respectively, reflecting renewed confidence in CPUs for AI inference workloads.
Nvidia unveiled Vera CPU with Olympus core and Spatial Multithreading, promising double efficiency versus traditional x86 CPUs for agentic AI.