NVIDIA (NVDA.US) experienced a rapid intraday increase of nearly 4% on Friday, bringing its monthly gain to 18%. The stock price reached its highest level since late October 2025, and the company's total market capitalization once again surpassed the $5 trillion mark. Market sources indicate that AI startups are currently facing rising prices for NVIDIA GPUs and wait times extending several months. In related news, Intel's stock surged over 23% following its earnings report, breaking through a historical high set approximately 26 years ago. This performance helped drive the Philadelphia Semiconductor Index to a record 18 consecutive days of gains.