Semiconductor News & Analysis Feed
20 articles
2026-09-25
www.ad-hoc-news.de
2026-09-25
2026-09-23
www.nytimes.com
2026-09-23
2026-09-17
theedgemalaysia.com
2026-09-17
2026-09-13
www.quiverquant.com
2026-09-13
JPMorgan expressed optimism about NVIDIA's future growth during a virtual investor meeting, forecasting around 70% year-over-year revenue growth for fiscal 2028. This outlook stems from discussions with the company's investor relations team, highlighting strong demand across hyperscaler and enterpri
2026-09-09
www.quiverquant.com
2026-09-09
2026-09-08
news.google.com
2026-09-08
2026-09-08
www.quiverquant.com
2026-09-08
2026-09-07
2026-09-05
www.quiverquant.com
2026-09-05
NVIDIA's recent earnings beat has drawn significant market attention, with its Q2 revenue reaching $9.62 billion, up 105.85% year-over-year. The strong performance is attributed to accelerating AI infrastructure investments and sustained demand outpacing supply in key segments. Analysts and investor
2026-09-04
finance.yahoo.com
2026-09-04
2026-09-04
www.fool.com
2026-09-04
In the current tech stock landscape, Taiwan Semiconductor Manufacturing Company (TSMC) is emerging as a key investment focus. While the 'Magnificent Seven' stocks like NVIDIA, Apple, and Alphabet have shown strong performance, TSMC stands out due to its dominant position in global semiconductor manu
2026-09-01
www.quiverquant.com
2026-09-01
Micron Technology has drawn significant attention in the market due to recent shifts in analyst ratings and trading dynamics. While market volatility persists, firms like Bernstein have maintained a buy rating with a $1300 price target, reflecting confidence in the company's semiconductor positionin
2026-08-31
news.google.com
2026-08-31
2026-08-31
news.google.com
2026-08-31
2026-08-31
www.quiverquant.com
2026-08-31
2026-08-29
www.quiverquant.com
2026-08-29
Following NVIDIA's recent earnings report, market discussions have intensified regarding the company's growth prospects in the AI infrastructure space. Analysts highlight a continued acceleration in AI infrastructure spending, driven by major tech firms expanding their data center capabilities. Howe
2026-08-29
news.google.com
2026-08-29
2026-08-28
www.marketwatch.com
2026-08-28
2026-08-26
www.quiverquant.com
2026-08-26
2026-08-22
www.quiverquant.com
2026-08-22
NVIDIA's stock has been influenced by concerns over AI financing conditions and valuation levels, sparking widespread market discussion. Bank of America analysts noted that if AI-related risks are overestimated, NVIDIA shares could trade at a significant discount to fair value, with upside potential