Semiconductor News & Analysis Feed
20 articles
2026-08-27
www.moomoo.com
2026-08-27
2026-08-26
seekingalpha.com
2026-08-26
2026-08-26
www.marketpulse.com
2026-08-26
2026-08-19
news.google.com
2026-08-19
2026-08-12
finance.yahoo.com
2026-08-12
2026-08-06
www.foreignpolicyjournal.com
2026-08-06
2026-08-05
www.globalbankingandfinance.com
2026-08-05
The semiconductor industry has demonstrated strong growth momentum recently, with significant capital expenditure increases in artificial intelligence sectors driving stock performance. Despite overall market setbacks and uncertainties, the rapid development of AI technology and sustained market dem
2026-08-05
2026-08-04
www.benzinga.com
2026-08-04
2026-07-28
news.google.com
2026-07-28
2026-07-28
news.google.com
2026-07-28
2026-07-25
finance.yahoo.com
2026-07-25
NVIDIA is emerging as the dominant player in the AI capital expenditure (Capex) war, with its data center revenue growing 92% YoY to $75 billion in Q1 2026, demonstrating strong momentum. Despite a $4.5 billion inventory charge in China and zero H20 shipments there, NVIDIA maintains robust supply co
2026-07-25
247wallst.com
2026-07-25
NVIDIA continues to dominate the AI capital expenditure war, with strong revenue growth and improved profitability. In its fiscal 2026 report, NVIDIA posted revenue of $215.9 billion, up from $130.5 billion the previous year, with net income of $120.1 billion and an operating margin of 60.4%. The co
2026-07-24
seekingalpha.com
2026-07-24
2026-07-20
finance.yahoo.com
2026-07-20
2026-07-17
2026-07-16
www.moomoo.com
2026-07-16
2026-07-15
www.reuters.com
2026-07-15
2026-07-08
www.cnbc.com
2026-07-08
Apple is closing the gap with NVIDIA in AI investment, a trend that has drawn market attention to the evolving competitive landscape between the two tech giants. While Apple's relatively restrained AI capital expenditure is being viewed by investors as an advantage—indicating a focus on cost control
2026-07-06
news.google.com
2026-07-06