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EN590 Commodities GroupMarket Analysis 2026-07-05T22:30:00+00:00
Nvidia(NASDAQ: NVDA) has been the "go-to" artificial intelligence (AI) stock for a number of years. Since this tech giant is the No. 1 designer of AI chips, it's generated mind-boggling revenue growth that's reached record levels and proven itself to be a winner in the AI boom. So it's no surprise that investors have turned to the stock, pushing it to a gain of about 900% over the past five years. But in the first half of this year, a shift took place. Investors rotated out of some of the biggest AI winners -- like Nvidia -- and picked up shares of AI stocks that hadn't yet gained as much. That movement helped fellow chip companiesAdvanced Micro Devices(NASDAQ: AMD) andIntel(NASDAQ: INTC) soar. Climbing 171% and 278%, respectively, in the first half, they crushed Nvidia. The AI chip giant
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25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.