Semiconductor News & Analysis Feed
20 articles
2026-09-03
2026-09-03
news.google.com
2026-09-03
2026-09-03
2026-09-02
2026-09-02
247wallst.com
2026-09-02
Jim Cramer recently stated that Dell is more important than NVIDIA right now, with its stock up 240% year-to-date, significantly outpacing NVIDIA’s 16.73% gain. Dell’s Q2 FY27 results revealed strong performance, with revenue up 57.8% year-over-year, adjusted EPS beating estimates by over 43%, and n
2026-09-02
news.google.com
2026-09-02
2026-09-02
247wallst.com
2026-09-02
Recently, Defiance ETFs, an ETF sponsor, filed a 2X short bet against Taiwan Semiconductor Manufacturing (TSMC) just five days before launching a long fund, the Defiance Global Foundries ETF (AIFR), designed to profit from the same industry. This timing raises questions about strategy, fee collectio
2026-09-02
2026-09-02
247wallst.com
2026-09-02
NVIDIA has entered into a $35 billion cloud computing agreement with AI research firm Anthropic, involving chip supply, cloud tenant backing, and data center leasing. This deal has sparked debate over 'circular financing,' where NVIDIA plays multiple roles—chip supplier, equity backer of cloud provi
2026-09-02
247wallst.com
2026-09-02
Micron Technology experienced an extraordinary productivity surge, with revenue per employee doubling from $838 in November 2025 to $1,703 in May 2026—a remarkable feat over just nine months. This dramatic improvement stems from pricing power and a fixed cost base, as the company's Q3 2026 revenue r
2026-09-01
247wallst.com
2026-09-01
NVIDIA, a leading AI chip manufacturer, has seen its stock surge in 2026, closing at $217.55 on August 28. The company's latest quarterly revenue reached $96.22 billion, up 105.85% year-over-year, with data center revenue at $89.02 billion. CEO Jensen Huang emphasized that AI has reached a turning p
2026-09-01
247wallst.com
2026-09-01
In the wake of NVIDIA's massive one-day market cap gain of $442 billion, Marvell Technology saw its stock drop nearly 10%, despite reporting a record quarterly revenue of $2.74 billion. The discrepancy stems from the fact that most revenue from its major Google custom-silicon deal won't materialize
2026-09-01
news.google.com
2026-09-01
2026-09-01
247wallst.com
2026-09-01
Micron Technology has undergone a structural transformation, breaking free from the cyclical volatility that plagued it for three decades. The company has secured 16 strategic customer agreements (SCAs) through 2030, locking in approximately $100 billion in contracted revenue, effectively ending the
2026-09-01
247wallst.com
2026-09-01
A global bond selloff pushed long-term yields to levels not seen in over a year, forcing a market-wide re-pricing of high-multiple growth stocks. The semiconductor sector bore the brunt, with Intel down 3%, AMD down 2%, and NVIDIA also slipping. This move was macro-driven rather than company-specifi
2026-09-01
247wallst.com
2026-09-01
Seagate Technology (STX), a key player in the AI storage sector, has outperformed major AI stocks like NVIDIA in recent performance. Over the past year, its stock surged by 385%, and year-to-date gains exceed 200%. The company's strong position in high-capacity hard drives, particularly with the Moz
2026-09-01
247wallst.com
2026-09-01
NVIDIA (NVDA) experienced a surge in investor enthusiasm following a blowout earnings report, with retail investors continuing to buy aggressively for 15 straight trading sessions. The company reported Q2 FY2027 non-GAAP EPS of $2.22, significantly exceeding consensus estimates, and revenue of $96.2
2026-09-01
news.google.com
2026-09-01
2026-09-01
news.google.com
2026-09-01
2026-08-31
news.google.com
2026-08-31