SemiPulse — Semiconductor Intelligence

AI: Reset to Zero Subscribe Sign in WEEKLY ROUNDUP Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 ...weekly roundup ending 5/22/26 MICHAEL PAREKH MAY 23, 2026 Share 1. Nvidia Q1 2027 Reigns On — Sans China: Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even

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NVIDIA (NVDA) Stock Faces Setback Despite Strong Earnings Report - GuruFocus

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www.gurufocus.com 2026-05-23 GuruFocus

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This Week's Market Wrap: Nvidia, War Headlines, And FOMC Minutes - Seeking Alpha

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seekingalpha.com 2026-05-23 Seeking Alpha

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Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening - digitimes

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www.digitimes.com 2026-05-23 digitimes

中文網 SUBSCRIBE TECH REGIONS RESEARCH OPINIONS FINANCE BIZ FOCUS EVENT+ MULTIMEDIA Trending PnP Summit TSMC AI Search NTN Convergence Inference Era AI Advanced Packaging Home Tech Semiconductors Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening Jingyue Hsiao , DIGITIMES Asia, Taipei May 23, 2026, 11:34 0 Credit: AFP Nvidia CEO Jensen Huang said he e

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How Nvidia’s US$3.2 Billion AI Optics Pact At Corning (GLW) Has Changed Its Investment Story - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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Nvidia Just Crushed Earnings Estimates, but the Stock Fell. Here's What Happened (and What Could Happen Next). - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

Nvidia(NVDA1.86%)reported its fiscal first-quarter results on Wednesday, and the headline numbers were the kind most companies can only dream about. The AI chipmaker beat consensus estimates on the top and bottom lines as well as on its outlook for the coming quarter. Management also unveiled an additional $80 billionshare repurchaseauthorization and raised the quarterly dividend 25-fold to $0.25

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Chip stocks are hitting fresh records, but Nvidia isn't the driver - MSN

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www.msn.com 2026-05-23 MSN

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Jensen Huang Says Nvidia Is Powering Uber's Push Into Trillion-Dollar Self-Driving Opportunity Across 30 Cities - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

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digitimes.com 2026-05-23

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

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digitimes.com 2026-05-23

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.