Semiconductor News & Analysis Feed
20 articles
2026-09-23
www.barrons.com
2026-09-23
2026-09-23
2026-09-22
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-22
2026-09-22
seekingalpha.com
2026-09-22
2026-09-22
www.barrons.com
2026-09-22
2026-09-22
www.barrons.com
2026-09-22
2026-09-22
2026-09-21
www.theglobeandmail.com
2026-09-21
2026-09-21
finance.yahoo.com
2026-09-21
The core insight here is not simply a projected doubling of chip shipments, but the structural shift in AI economics that Vera Rubin represents. A 97% reduction in inference token costs is a paradigm-level change: it transforms AI from a capital-intensive experiment into a scalable commercial utilit
2026-09-21
2026-09-21
www.barrons.com
2026-09-21
2026-09-21
www.barrons.com
2026-09-21
2026-09-19
2026-09-18
finance.yahoo.com
2026-09-18
NVIDIA, as a global leader in AI computing, has demonstrated strong growth momentum over recent years, with its stock price rising more than 170% in 2023 and 2024. Despite trading at just 23x forward earnings, the company's revenue grew by 106% year-over-year, reflecting strong market confidence in
2026-09-18
news.google.com
2026-09-18
2026-09-18
finance.yahoo.com
2026-09-18
2026-09-18
finance.yahoo.com
2026-09-18
This article analyzes the likelihood of NVIDIA executing a stock split in 2026. While not impossible, the author believes it is highly unlikely. NVIDIA last split its stock in 2024, when its share price stood at around $1,200; after the 10-for-1 split, the price dropped to approximately $120. Curren
2026-09-18
www.fool.com
2026-09-18
This article analyzes the likelihood of NVIDIA conducting a stock split in 2026. While not impossible, the author believes it is highly unlikely, especially given that NVIDIA recently completed a 10-for-1 split in 2024, with its stock now trading around $210 per share—still below the level typically