Semiconductor News & Analysis Feed

NVIDIA delivered another strong quarterly performance in Q2 2026, despite an anticipated decline in its AI accelerator market share from around 90% to approximately 70% by end-2026. The company shifted investor focus by highlighting robust growth in sovereign AI, regional AI, neoclouds, and enterpri

Within less than a year, memory stocks have transformed from typical beneficiaries of the AI boom to the biggest winners in terms of returns. Micron’s market capitalization surged by approximately $36 billion from early 2025 to the end of August 2025, reaching $133 billion, a 37% gain. Since then, t

In April 2026, global markets delivered strong performance, with both the S&P 500 and Nasdaq-100 posting their best monthly returns since April 2020. Amid this backdrop, I/O Fund outperformed, holding four of the top ten large-cap stocks in the market, including Bloom Energy, which surged 112.81%. A