Chip stocks post best 25-day stretch since 2000, and these 10 names are standing out

Semiconductor stocks logged their strongest 25-day rolling performance since March 9, 2000, according to Dow Jones Market Data, driven by renewed investor confidence and robust AI- and data-related demand. The sector-wide surge lifted many chip names and related ETFs; NVIDIA (NVDA.OQ) is identified as the primary instrument in the piece, while Intel (INTC.OQ), Applied Materials (AMAT.OQ), Lam Research (LRCX.OQ) and Marvell (MRVL.OQ) are among other chip names highlighted. The move underscores broad market enthusiasm for AI-capacity plays and suggests continued sector leadership, with potential implications for semiconductor suppliers and ETFs tracking the group.