# Al infrastructure spending accelerated, and the war's disruption to supply chains has not slowed it.

*business · news · 2026-04-25 · Detroit Free Press*

## Key points

- The Philadelphia Semiconductor Index (SOXX) achieved an unprecedented 18 consecutive days of gains.
- Intel stock surged 85% this month, marking its best monthly performance in company history.
- AI infrastructure spending accelerated despite ongoing war disruptions to global supply chains.
- The S&P 500 hovered near a record 7,100, a level seen as impossible just four weeks ago.
- 88% of reporting companies beat estimates, surpassing the 10-year average of 76%.

**Companies:** Intel, AMD, Texas Instruments
**Countries:** United States, Pakistan

[Read the full story on Detroit Free Press](https://www.freep.com/story/money/business/2026/04/25/semiconductors-market-history-intel/89771035007/)

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