According to market data, semiconductor stocks AMD and Coherent have each rallied approximately 29% since November 5, ranking as the top two performers among S&P 500 components. The broader rebound extends across AI-related infrastructure players: Broadcom gained 12%, Marvell rose 15%, and Lumentum advanced 16% over the same period.

The rally follows a sharp sell-off earlier last week, when concerns over potential AI investment delays under new regulatory policies triggered significant losses. Morgan Stanley analysts believe the market overreacted, noting that any policy impact would likely delay certain projects to 2029 rather than halt overall capital expenditure growth. Investors appear to have re-entered positions, suggesting confidence that the underlying AI infrastructure investment trend remains intact.

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