Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as much computing power as possible to train and deploy their AI models. For context,

Berkshire Hathaway‘s fourth-quarter operating earnings surge 71%, Apple plans to spend more than $500 billion in the U.S. over the next four years, Alibaba plans to invest more than $52 billion on artificial intelligence over the next three years,

U.S. stocks were mixed on Monday afternoon. Investors are turning their attention to Nvidia’s upcoming earnings — the first time the AI chipmaker is reporting results since a breakthrough by Chinese AI startup DeepSeek sparked a selloff in Nvidia and other tech stocks last month.