** Shares of AI-linked firms gain, building a rally from last week
** AI server maker Super Micro Computer jumps 19% to a record high after co to join the S&P 500 index
** Nvidia , AI bellwether and the third most valuable U.S. company, adds 3.1% ahead of a presentation at Morgan Stanley's Tech, Media & Telecom conference
** Investors will turn to Q1 results from Broadcom on Thursday for more clues on AI demand
** While the AI story has seemingly years to continue to play out, any near-term misses such as Broadcom earnings or mundane NVDA presentation could trigger profit taking from a group that has returned 136% since Jan. 1, 2023 - J.P.Morgan trading desk said on AI stocks
** Data analytics firm BigBear.ai gain 25% at $4.34, while conversation intelligence co SoundHound AI up 2.7%
** On Friday, NVDA and SOUN were among the top 6 most traded stocks by retail traders - J.P.Morgan data shows
** The Philadelphia chip index added 1% after a 6.8% climb last week
(Reporting by Medha Singh)
((medha.singh@thomsonreuters.com))
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