AI Stocks & Markets
Jun 8, 2026

The Gist
Semiconductor stocks are soaring as companies invest billions in AI infrastructure, with one chip fund gaining 181% this year. President Trump is considering giving Americans ownership stakes in AI companies, potentially changing how these firms operate. NVIDIA's CEO says the memory shortage for AI will continue for years, boosting companies that make computer memory chips.
Today's Stories
- 1
Semiconductor investment fund jumps 181% as AI chip demand explodes
The SOXQ semiconductor ETF (exchange-traded fund that tracks chip companies) has surged 181.74% this year as companies rush to buy AI processors. The fund tracks the 30 largest US chip companies including NVIDIA, Broadcom, and AMD, benefiting from massive corporate spending on AI infrastructure.
Investors can now easily buy into the AI chip boom through this low-cost fund, potentially benefiting from the continued growth in AI technology without picking individual stocks.
- 2
Trump considers giving Americans ownership stakes in AI companies
President Trump announced Friday that his administration is exploring requiring AI companies to give the American public partial ownership in their firms. He plans to meet with AI company executives as early as next week to discuss this proposal.
If implemented, ordinary Americans could receive ownership shares in companies like OpenAI and Google's AI divisions, potentially earning money from AI profits while giving the government more control over these powerful technologies.
- 3
AMD commits $2.6 billion to build AI research centers in the UK
Chip maker AMD announced a £2 billion ($2.6 billion) investment over five years to establish AI research facilities across the United Kingdom. The company will partner with Imperial College London and support Cambridge University's new AI supercomputer to advance quantum computing and AI research.
This investment could accelerate AI breakthroughs in healthcare and scientific research while creating thousands of high-tech jobs in the UK, potentially leading to faster drug discovery and climate solutions.
- 4
NVIDIA CEO predicts multi-year memory shortage will boost chip suppliers
NVIDIA CEO Jensen Huang stated that the shortage of memory chips needed for AI systems will continue for several years, not months. He made these comments after a sharp selloff in chip stocks, calling AI-related stocks "very cheap right now."
Memory chip companies like Micron could see sustained high prices and profits, while consumers and businesses may face continued high costs for AI-powered devices and services.
- 5
NVIDIA launches robotics platform to bring AI into physical world
NVIDIA introduced Isaac GR00T, a reference platform for building humanoid robots, along with Cosmos 3, a simulation system for training AI in real-world scenarios. The tools target healthcare automation, manufacturing, and autonomous vehicles.
This could accelerate the development of AI robots for hospitals, factories, and homes, potentially automating dangerous or repetitive jobs while creating new opportunities in robot maintenance and programming.
What to Watch
Watch for Trump's meeting with AI executives next week, which could reveal details about his ownership stake proposal and its impact on AI company valuations. Apple's Worldwide Developers Conference is also approaching, where the company is expected to announce major AI features for iPhones and other devices.
Sources
- Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
- SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
- SMCX Sank 67% in a Year While the Underlying Stock Rose 2%
- Tech stocks gain as Trump mulls government stake in AI companies
- AMD Commits up to £2 Billion to Accelerate AI Innovation and Research in the United Kingdom
- Micron Selloff Tests AI Memory Hopes Valuation And Insider Signals
- NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
- MRVL Vs AVGO: Which Custom AI Chipmaker Has Bigger Upside Potential?
- Nebius expands in UK with more NVIDIA-powered infrastructure, more customers, and more cloud capabilities for agentic and enterprise AI
- NVIDIA’s Robotics And Physical AI Push What It Could Mean For Investors
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