10AM Hour - Chip Rally Lifts Markets to New Highs, Applied Digital CEO, Boeing CEO on Expanding 737 Max Production 5/27/26
Squawk on the Street
- Published
- May 27, 2026
- Duration
- 43:35
- Summary source
- description
- Last updated
- Jun 7, 2026
Discusses ai, investing.
Summary
Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scaler customer and the nearly 500% rally in the stock this year. Plus, new comments from the CEO of Boeing on the company’s plans to expand …
Intelligent report
Sign in to read teasers, or upgrade to Research Pro to commission a new dossier for this episode. Learn more →
Show notes
Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scaler customer and the nearly 500% rally in the stock this year. Plus, new comments from the CEO of Boeing on the company’s plans to expand 737 Max production. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data
Themes
- ai
- investing