This may indicate a highly optimistic outlook for Nvidia, AMD, and other semiconductor stocks.

Chip Makers' Confidence: Recent earnings reports from major tech companies indicate strong spending on artificial intelligence, boosting confidence among chip manufacturers.

Analyst's Bullish Outlook: An analyst from Cantor Fitzgerald remains optimistic about major chip players, citing ongoing demand for AI computing that is expected to exceed supply.

Investor Concerns: Despite worries about circular financing related to large infrastructure deals involving AI startups and companies like Nvidia, AMD, and Broadcom, the earnings season shows a willingness to invest.

Clear Appetite for Spending: The latest financial results suggest a robust appetite for spending in the tech sector, particularly in AI-related investments.