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The AI trade is evolving—and it's no longer just about GPUs. In this segment, Yahoo Finance Senior Reporter Ines Ferré breaks down why chip stocks have surged this year and how demand for AI infrastructure is creating new bottlenecks across the semiconductor industry.

Southeast Asian countries should aim to build ​more semiconductor fabrication plants in the coming ‌decade to help the sector diversify and reduce supply risks, the head of global chip industry group SEMI said ​on Tuesday.

Semiconductor stocks have been surging this spring, as the AI boom stays strong in the face of geopolitical pressures.

The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different.

You might be old enough to remember when, in December 1996, former Federal Reserve Chairman Alan Greenspan used the term “irrational exuberance” to underscore how important it was for the central bank to take asset valuations into account when setting policy.