---
title: "NVIDIA and AMD lead the chip stocks, as war concerns ease"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/280208088.md"
description: "NVIDIA and AMD lead the rise in chip and AI stocks as tensions between the U.S. and Iran ease, improving market sentiment. President Trump described the talks with Iran as \"productive,\" with both stocks rising about 2.8% in midday trading. This change alleviated concerns about energy supply disruptions and geopolitical impacts, leading to a general increase in the semiconductor sector, with companies like Broadcom, Intel, and Texas Instruments all recording gains. In the AI sector, Oracle and Microsoft rose over 1%, while Palantir surged 5%"
datetime: "2026-03-23T19:50:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280208088.md)
  - [en](https://longbridge.com/en/news/280208088.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280208088.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/280208088.md) | [繁體中文](https://longbridge.com/zh-HK/news/280208088.md)


# NVIDIA and AMD lead the chip stocks, as war concerns ease

NVIDIA and AMD led a strong rebound in chip and AI stocks on Monday, as easing tensions between the U.S. and Iran provided the market with some breathing room.

Both stocks rose about 2.8% in morning trading after President Trump described recent talks with Iran as "productive" and temporarily halted planned military strikes. This shift in tone helped alleviate market concerns over energy supply disruptions and broader geopolitical impacts—factors that had previously suppressed market sentiment.

This relief rally quickly spread throughout the semiconductor sector. Broadcom, Intel, Texas Instruments, Marvell Technology, Analog Devices, and Qualcomm all recorded gains, with Texas Instruments also benefiting from the release of its new data center module. In the AI sector, Oracle and Microsoft both saw increases of over 1%, while Palantir stood out with a significant jump of 5%

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