Semiconductor News & Analysis Feed
20 articles
2026-09-28
www.theglobeandmail.com
2026-09-28
This article presents a structured investment case for Nvidia over SpaceX, built on three structural arguments that go beyond simple price comparison. The central insight is that the AI infrastructure trade has produced a valuation paradox: the chip supplier trades at a fraction of the multiple of i
2026-09-28
2026-09-28
www.fool.com
2026-09-28
This Motley Fool analysis makes a compelling case for preferring Nvidia over SpaceX as an AI-era investment, grounded in three structural arguments rather than mere price comparison. The core insight is that SpaceX's ~$2 trillion valuation—trading at roughly 100x sales at IPO and still near 20x forw
2026-09-25
finance.yahoo.com
2026-09-25
2026-09-24
finance.yahoo.com
2026-09-24
2026-09-24
finance.yahoo.com
2026-09-24
2026-09-24
2026-09-17
2026-09-17
2026-09-16
2026-09-15
www.rdworldonline.com
2026-09-15
2026-09-15
www.thestreet.com
2026-09-15
2026-09-14
finance.yahoo.com
2026-09-14
2026-09-14
uk.finance.yahoo.com
2026-09-14
2026-09-14
futurumgroup.com
2026-09-14
2026-09-14
2026-09-14
investinglive.com
2026-09-14
2026-09-13
www.aol.com
2026-09-13
The article analyzes the ongoing competition between Nvidia and AMD in the AI GPU market, with a key focus on Elon Musk's public endorsement of Nvidia during SpaceX's first earnings call as a public company. Musk declared that SpaceX will exclusively use Nvidia's Vera Rubin architecture, citing its
2026-09-13
finance.yahoo.com
2026-09-13
2026-09-12
finance.yahoo.com
2026-09-12
NVIDIA is reportedly in talks to back Anthropic's highly anticipated IPO with up to $10 billion, potentially making it larger than SpaceX’s record-setting debut. SpaceX raised $7.5 billion at a valuation of $180 billion in June, with its stock closing 19% higher on the first day. Anthropic aims to r