Semiconductor News & Analysis Feed
20 articles
2026-09-17
finance.yahoo.com
2026-09-17
2026-09-17
2026-09-16
2026-09-04
finance.yahoo.com
2026-09-04
2026-09-04
2026-09-03
www.barchart.com
2026-09-03
2026-09-02
www.moomoo.com
2026-09-02
2026-08-27
finance.yahoo.com
2026-08-27
2026-08-27
2026-08-19
news.google.com
2026-08-19
2026-08-13
247wallst.com
2026-08-13
NVIDIA, as a core player in AI computing, continues to attract significant market attention. The article highlights that the world is undergoing an unprecedented AI infrastructure expansion, with NVIDIA at the center due to its leadership in GPU, NVLink, and CUDA technologies. Its data center busine
2026-08-13
finance.yahoo.com
2026-08-13
NVIDIA reported a 85.23% year-over-year revenue increase in Q1 FY2027, reaching $81.615 billion, with its data center segment growing 92% to $75.246 billion. Data center networking revenue surged 199%, highlighting the company's full-stack moat in the AI infrastructure space. As AI transitions from
2026-08-12
news.google.com
2026-08-12
2026-08-07
news.google.com
2026-08-07
2026-08-05
tomshardware.com
2026-08-05
Elon Musk announced during SpaceX's earnings call on August 4, 2026, that both SpaceX and xAI will exclusively use NVIDIA GPUs due to their superior performance. He particularly praised the design of NVIDIA's Vera Rubin NVL72 rack-scale system, calling it superior to current market offerings. This m
2026-08-05
www.tomshardware.com
2026-08-05
2026-08-05
2026-07-24
seekingalpha.com
2026-07-24
Micron Technology is once again considered a strong buy due to the growing demand for memory driven by the new AI model Kimi K3. While market concerns about compute oversupply and excessive AI spending have emerged following recent tech earnings and AI spending updates, models like Kimi K3 are becom
2026-07-18
finance.yahoo.com
2026-07-18
2026-07-18