# 10AM Hour: Chip Rally Lifts Markets to New Highs, Applied Digital CEO, Boeing CEO on Expanding 737 Max Production 5/27/26

Page: https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-chip-rally-lifts-markets-to-new-highs-applied-digital-ceo-boeing-ceo-on-expanding-737-max-production-5-27-26
Text version: https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-chip-rally-lifts-markets-to-new-highs-applied-digital-ceo-boeing-ceo-on-expanding-737-max-production-5-27-26.md
Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-05-27T15:15:45+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/772daf2b-4aa5-445b-9969-6ecd181231b1/episodes/6f11acd0-aa83-420b-afce-5fec7c832eaf/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=6f11acd0-aa83-420b-afce-5fec7c832eaf&feed=GcylmXl7
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Duration seconds: 2615

## Resource

Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scaler customer and the nearly 500% rally in the stock this year. Plus, new comments from the CEO of Boeing on the company’s plans to expand 737 Max production.

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## Transcript

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