Development

Chip stocks trade further above trend than at the dot-com peak

development2026-05-16

Claim

Bank of America noted AI chip stocks now trade 62% above their 200-day average, more stretched than the 2000 peak and nearing the 1720 Mississippi Bubble, while datacenter demand drove a 76% jump in first-quarter electricity prices on the largest US grid.

Reported metric: +62% / +76%

Reporting date: 2026-05-16 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to May 16, 2026 (theinnermostloop.substack.com)

Knowledge graphopen in browser →

Reported in

Welcome to May 16, 2026

Actor

Evidence for

Supersedes

Nvidia becomes the first company past $5.5 trillion

Referenced by

Cite or correct this record

Citation formatCitation text

Chip stocks trade further above trend than at the dot-com peak
Innermost Loop KB — secondary record
Reporting date: 2026-05-16
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-05-16-chip-stocks-more-stretched-than-2000
Claim: Bank of America noted AI chip stocks now trade 62% above their 200-day average, more stretched than the 2000 peak and nearing the 1720 Mississippi Bubble, while datacenter demand drove a 76% jump in first-quarter electricity prices on the largest US grid.
Attributed sources:
- Welcome to May 16, 2026 — https://theinnermostloop.substack.com/p/welcome-to-may-16-2026
This citation does not imply independent verification of linked-source claims.

Suggest a correction — opens a GitHub draft for you to review and submit.