NVDA, AMD, QCOM: Chip Stocks Catch Fire Again after Intel’s Blowout Earnings

U.S. chip stocks were already in their hottest run since 2000. Now, Intel’s (INTC) blockbuster first-quarter fiscal 2026 earnings have added more fuel to the fire.

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As of 11:16 a.m. EST, Intel’s shares had skyrocketed by 24%, with the rally spreading to other American chipmakers. Outside of Intel, leading the pack is Advanced Micro Devices (AMD), whose shares surged by more than 14% to reach $349.54.

Qualcomm (QCOM) was also up by over 8% to $144.85, while Nvidia (NVDA) rose by roughly 5% to $208.61.