Semiconductor News & Analysis Feed

20 articles
2026-09-28
finance.yahoo.com 2026-09-28
2026-09-28
247wallst.com 2026-09-28
2026-09-28
finance.yahoo.com 2026-09-28
2026-09-28
www.tradingview.com 2026-09-28
2026-09-28
www.gurufocus.com 2026-09-28
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
www.fool.com 2026-09-21
2026-09-14
finance.yahoo.com 2026-09-14
2026-09-14
www.barchart.com 2026-09-14
2026-09-12
finance.yahoo.com 2026-09-12
Foxconn, the world's largest electronics contract manufacturer, has sent a strong bullish signal for NVIDIA stock with its latest financial results. In August 2026, Foxconn reported a revenue of NT$921.8 billion, a 52% year-over-year increase, marking its second-best monthly sales performance in his
2026-09-12
www.barchart.com 2026-09-12
2026-09-12
www.fool.com 2026-09-12
2026-09-12
finance.yahoo.com 2026-09-12
In September 2026, NVIDIA continued its dominant performance in the artificial intelligence (AI) market, becoming the world's largest AI chip designer with record-breaking quarterly revenue of $96 billion and net income of $59 billion. This success stems from early strategic investments in AI, which
2026-09-04
www.fool.com 2026-09-04
NVIDIA delivered exceptional Q2 FY2027 results, with revenue reaching $96.2 billion—a 106% YoY increase—driven primarily by a surge in data center revenue, which grew 117% YoY to $89 billion. This growth was fueled by strong demand for its GPUs from hyperscalers, AI labs, and neocloud companies. How
2026-09-04
finance.yahoo.com 2026-09-04
NVIDIA delivered exceptional Q2 FY2027 results, with revenue and earnings surging, reinforcing its dominance in the lucrative AI chip market. The company reported a 106% YoY revenue increase to $96.2 billion, driven primarily by a 117% YoY rise in data center revenue to $89 billion, fueled by strong
2026-08-30
www.theglobeandmail.com 2026-08-30
2026-08-30
finance.yahoo.com 2026-08-30
2026-08-30
www.fool.com 2026-08-30
2026-08-27
finance.yahoo.com 2026-08-27