2026년 2월 10일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
AI linked stocks mostly caught a bid Monday, with investors leaning back into the trade after a Super Bowl that felt more like a tech showcase than a football game.
Sunday night's broadcast was packed with ads from big AI names, and that visibility seemed to carry into markets. By midday, software and chip stocks tied to artificial intelligence were broadly higher, suggesting some risk appetite had crept back in after a choppy few weeks for tech.
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Salesforce and ServiceNow, both re added to Wedbush's AI 30 list, traded modestly higher, while Palantir stood out with a roughly 6% jump. Chipmakers also participated, with Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) up about 3%, Taiwan Semiconductor higher by around 2%, and Broadcom pushing close to 3%.
The strength wasn't limited to chips. Oracle (NYSE:ORCL) surged nearly 9%, Microsoft (NASDAQ:MSFT) gained more than 2%, and infrastructure linked names like CoreWeave and Nebius posted solid advances. Even behind the scenes players such as Corning and Amphenol moved sharply higher as investors revisited AI demand across the stack.
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