Semiconductor News & Analysis Feed
15 articles
2026-08-14
startupfortune.com
2026-08-14
NVIDIA is pursuing an innovative financing model that repositions AI chips from short-term hardware assets into long-term infrastructure investments. The strategy relies on third-party capital to fund data center development, with NVIDIA offering residual-value guarantees to boost lender confidence.
2026-07-31
www.forbes.com
2026-07-31
2026-07-29
news.google.com
2026-07-29
2026-07-27
news.google.com
2026-07-27
2026-07-27
news.google.com
2026-07-27
2026-07-27
news.google.com
2026-07-27
2026-07-27
news.google.com
2026-07-27
2026-07-27
news.google.com
2026-07-27
2026-07-06
news.google.com
2026-07-06
2026-07-01
www.chicagobooth.edu
2026-07-01
Recent research by Charles McClure, Christopher Stewart from the University of Chicago Booth School of Business, and John D. Kepler from Stanford University reveals that modern companies increasingly derive value from intangible assets, yet traditional U.S. accounting practices often exclude these f
2026-06-27
simplywall.st
2026-06-27
In the current complex global economic environment, investors are increasingly focusing on companies with high-quality financial performance and solid balance sheets. This article analyzes three stocks that meet the criteria of the 'Solid Balance Sheet and Fundamentals screener,' with NVIDIA standin
2026-06-15
ca.finance.yahoo.com
2026-06-15
NVIDIA's recent quarterly results reveal an 85% year-over-year revenue growth, reaching $81.6 billion in Q1 FY2027, with Data Center revenue up 92% to $75.2 billion. This surge is driven by the global expansion of AI infrastructure, particularly in hyperscale cloud, enterprise AI, sovereign AI, and
2026-06-15
finance.yahoo.com
2026-06-15
NVIDIA (NVDA) stands out as a high-growth, low-debt investment opportunity, driven by robust demand for AI infrastructure. In Q1 FY2027, NVIDIA reported revenue of $81.6 billion, up 85% year-over-year, with Data Center revenue rising 92% to $75.2 billion. This growth is fueled by the expansion of AI
2026-06-12
finance.yahoo.com
2026-06-12
Lattice Semiconductor (LSCC) saw a 6% decline in share price following its acquisition of AMI for approximately $1.65 billion, funded by a $1.15 billion financing package. The deal comes amid broader sectoral pressures, including reassessment of AI-related chip demand, rising interest rates, and geo
2026-06-10
simplywall.st
2026-06-10
This article from Simply Wall St focuses on high-quality companies with strong balance sheets and high returns on equity. It analyzes three stocks—NVIDIA, Argan (AGX), and Micron Technology (MU)—highlighting their financial resilience and investment potential in the current macroeconomic environment