Chip Trade Rips… And Global Stocks Rally On Mideast Developments 5/6/25

Chip Trade Rips… And Global Stocks Rally On Mideast Developments 5/6/25

From CNBC's "Fast Money" by CNBC

May 6, 2026 · 43 min

About this episode

The episode discusses the surge in semiconductor stocks and the impact of Middle East developments on global markets.

Semi stocks on a tear, as AMD surges after earnings, and Nvidia powers the market higher after a partnership with fiber optics maker Corning. The latest chip trends leading the trade, and how much more these stocks can climb. Plus Some Disney magic after reporting, Joby Aviation takes off, and a global go-ahead… how progress in the Middle East is giving overseas markets room to run. Fast Money Disclaimer

Topics covered

  • semiconductors
  • global markets
  • earnings reports
  • Middle East developments
  • stock trends

Keywords

  • AMD
  • Nvidia
  • Corning
  • Disney
  • Joby Aviation
  • Middle East
  • stocks
  • earnings

Mentioned in this episode

Organizations: AMD, Nvidia, Corning, Disney, Joby Aviation

Places: Middle East

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