Stocks continue to rally amid the AI boom, but the chip sector is scrambling to shore up access to key materials as costs rise.

Stocks continue to rally amid the AI boom, but the chip sector is scrambling to shore up access to key materials as costs rise.

Shares of technology companies rose as optimism about a U.S.-Iran peace deal was offset by a mixed reception for Nvidia's earnings.

Rising prices are draining the liquidity from financial markets, including bonds. The AI stock bubble is ripe for bursting.