Nvidia stock may be strong, but Taiwan just exposed its biggest risk

Nvidia shares jumped 4% to close at $210.96, extending the weekly gain to ~8.3% as investors rotated back to the AI-chip leader. The move suggests limited evidence that the AI infrastructure boom is losing momentum after a period of relative underperformance.

Analysis

Nvidia shares jumped 4% to close at $210.96, extending the weekly gain to ~8.3% as investors rotated back to the AI-chip leader. The move suggests limited evidence that the AI infrastructure boom is losing momentum after a period of relative underperformance.