S&P 500 semiconductor sector drives 37.6% of market-cap rebound

9 articles · Updated · MarketWatch · May 6

Since the index's 30 March low, the broader market has added $8.64tn, with chip and chip-equipment stocks contributing about $3.25tn, Dow Jones Market Data said.
Nvidia led the sector's advance, adding about $965bn in market value and underscoring how heavily the rally has depended on semiconductor shares.
The figures suggest the stock market's nearly $9tn recovery from 2026 lows has been concentrated in one of equities' hottest areas rather than broadly spread.

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