Semiconductor News & Analysis Feed

NVIDIA (NVDA) stock rose ahead of its Q2 earnings, with traders closely watching the report for insights into AI/data-center demand, valuation, and broader tech/semiconductor sentiment. The company is also partnering with KKR and BlackRock to launch an independent compute-financing platform aiming t

On August 21, 2026, BMO Capital began coverage of 12 semiconductor and quantum computing stocks, including NVIDIA, Micron Technology, and D-Wave Quantum. Among them, 10 stocks were initiated with an 'Outperform' rating, while two received a 'Market Perform' rating. This move reflects BMO's optimisti