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Amkor, FormFactor, Vishay Intertechnology, Allegro MicroSystems, and Intel Shares Skyrocket, What You Need To Know
StockStory29d agoneutral
Amkor, FormFactor, Vishay Intertechnology, Allegro MicroSystems, and Intel Shares Skyrocket, What You Need To Know

A number of stocks jumped in the afternoon session after Nvidia reported blowout quarterly earnings and issued an upbeat revenue forecast, easing investor fears of a slowdown in artificial intelligence infrastructure spending. Shares across the semiconductor industry surged following the chipmaker's strong second-quarter beats on both revenue and profit, alongside an upbeat revenue outlook for the upcoming third quarter. Peer chipmakers and hardware suppliers, including Broadcom, Micron Technolo

Most Asian stocks advance as attention turns to Warsh speech
AFP29d agoneutral
Most Asian stocks advance as attention turns to Warsh speech

Asian stocks mostly rose Friday ahead of a closely watched speech by Federal Reserve boss Kevin Warsh that investors will be parsing for clues about the outlook for interest rates amid elevated inflation and no sign of an end to the Middle East crisis. "Recent data have reduced the immediate need for tighter policy, giving Warsh room to re-establish the Fed's inflation-fighting message without signalling imminent action," he wrote.

NVDA Q2 Deep Dive: AI Infrastructure Demand and Supply Constraints Drive Results
StockStory29d agoneutral
NVDA Q2 Deep Dive: AI Infrastructure Demand and Supply Constraints Drive Results

Leading designer of graphics chips Nvidia (NASDAQ:NVDA) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 106% year on year to $96.22 billion. On top of that, next quarter’s revenue guidance ($108 billion at the midpoint) was surprisingly good and 3.3% above what analysts were expecting. Its GAAP profit of $2.46 per share increased from $1.08 in the same quarter last year.

NVIDIA (NVDA)’s Data Center Strategy Deepens With Cloverleaf Investment
Insider Monkey29d agoneutral
NVIDIA (NVDA)’s Data Center Strategy Deepens With Cloverleaf Investment

NVIDIA Corporation (NASDAQ:NVDA) is expanding beyond chips and deeper into the infrastructure needed to run AI. The company has taken a minority stake in Cloverleaf Infrastructure, a developer that secures powered land and utility agreements for data-center projects. Cloverleaf has already facilitated more than 7 gigawatts of powered land sales and has a pipeline exceeding […]

Marvell Technology Q2 Earnings Call Highlights
MarketBeat29d agoneutral
Marvell Technology Q2 Earnings Call Highlights

Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to rise. Chairman and Chief Executive Officer Matt Murphy said revenue

NVIDIA Sees Open AI Models Driving a Multi-Model Enterprise Future
MarketBeat29d agoneutral
NVIDIA Sees Open AI Models Driving a Multi-Model Enterprise Future

NVIDIA (NASDAQ:NVDA) Director of Developer Tech Nader Khalil said open-source AI models are helping broaden access to model customization, accelerate development and support workloads that require local deployment, while closed frontier models will remain part of a “multi-model world.” Speaking at

Why Nvidia loves funding startups
Pitchbook29d agoneutral
Why Nvidia loves funding startups

Nvidia founder and CEO Jensen Huang. Patrick T. Fallon/Getty Images No company looms over the AI startup ecosystem like Nvidia. The $5.5 trillion chipmaker has backed a startup once every five days this year, participating in $266 billion worth of deals as of mid-August. Don’t expect the startup lovefest to change anytime soon. Nvidia’s earnings this week shed light on why Jensen Huang’s behemoth cares about the littler guys, which is rooted in its experience backing AI labs. The company has inv

Trading Day: Tech on a tear, attention Fed chair
Reuters29d agoneutral
Trading Day: Tech on a tear, attention Fed chair

By Jamie McGeever ORLANDO, Florida, Aug 27 (Reuters) - Another bumper earnings report and outlook from chipmaking giant Nvidia boosted tech stocks on Thursday, which was enough to lift the benchmark

Just how big of a problem area is China for Nvidia?
Yahoo Finance Video29d agoneutralVIDEO
Just how big of a problem area is China for Nvidia?

Josh Lipton uses Yahoo Finance's AlphaSpace platform to take a closer look at Nvidia's (NVDA) post-earnings stock gains. He is joined by Yahoo Finance Breaking News Reporter Jake Conley to further examine China's place in the broader, global AI ecosystem and how much the nation factors into Nvidia's chip business.

Nvidia’s GPU Price Hikes Look Bad for CoreWeave. Truist Says the Opposite May Be True
Insider Monkey29d agoneutral
Nvidia’s GPU Price Hikes Look Bad for CoreWeave. Truist Says the Opposite May Be True

CoreWeave, Inc. (NASDAQ:CRWV) stock should have been under pressure following news that NVIDIA Corporation (NASDAQ:NVDA) is reportedly hiking prices for its GPUs by roughly 17%. With GPUs at the heart of CRWV’s infrastructure, expensive chips should have automatically compressed the company’s margins. Truist says this doesn’t have to be true. On August 24, Truist Securities […]

Inside Nvidia and SpaceX’s growing relationship
Yahoo Finance Video30d agoneutralVIDEO
Inside Nvidia and SpaceX’s growing relationship

Yahoo Finance Senior Autos Reporter Pras Subramanian joins Josh Lipton on Market Domination to explore the growing relationship between Nvidia (NVDA) and SpaceX (SPCX), as the space giant is set to become one of the first customers to receive Nvidia’s next-generation Vera Rubin CPU.