Lee: Nvidia will continue to set the tone for the semiconductor industry
Frank Lee, HSBC's Global Head of Tech, sees renewed confidence in Nvidia ahead of earnings, expecting strong results despite supply concerns.
Nvidia’s Earnings: What We Learned
Nvidia reported solid fiscal fourth quarter earnings late Wednesday and provided a revenue forecast for the April quarter that was ahead of expectations. Here's what we learned from the highly-anticipated report: Strong earnings.
Nvidia Stock Rises on Solid Earnings and Strong Outlook
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Tokyo stocks rise in morning as Nvidia earnings lift chip shares
Tokyo stocks were slightly higher Thursday morning as semiconductor-related shares lifted after a solid earnings report from U.S. chip giant Nvidia Corp., but gains were limited by falls in exporters on a firmer yen.
Why Nvidia's earnings are important to the entire U.S. stock market
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2 Slumping Semiconductor Stocks to Buy This February
Semiconductor stocks have been a source of massive gains in the early days of the artificial intelligence (AI) boom. With more focus placed on other names, specifically those in the software scene, questions linger as to which direction the stalling semiconductor stocks will be headed next.
Is the Party Over for Nvidia on Feb. 26? One Figure Provides a Clear Answer.
This operating performance figure (not sales or earnings per share) will tell the tale of whether or not Nvidia's parabolic run-up is sustainable.
Nvidia: Growth Slowdown Will Continue
NVIDIA's Q4 earnings beat estimates, but slowing data center growth and declining margins pose challenges. Read my analysis of NVDA's earnings and guidance here.
TweakTown4h
SK hynix hits 70% yield on its new HBM4 12-Hi memory: ready for NVIDIA's next-gen Rubin AI GPUs
SK hynix has reportedly achieved a yield of 70% for its next-gen HBM4 12-Hi memory, ready for NVIDIA's next-gen Rubin R100 AI GPUs coming soon.
Nvidia’s (NVDA) H20 Chips See Massive Demand from China on DeepSeek’s Rise
Semiconductor major Nvidia (NVDA) is seeing massive demand for its H20 artificial intelligence (AI) chips from Chinese companies on the rising
Alpha And Omega Semiconductor: Catalysts Are Solid, But It's Still Too Expensive
AOSL's strategic pivot to AI and power management solutions for data centers and GPUs positions it for long-term growth. Click here to read why AOSL is a Hold.
MoneyWeek1d
Nvidia earnings live: AI semiconductor giant beats forecasts
Nvidia’s earnings caps off a Magnificent 7 earnings season that has seen some big tech stocks suffer in the light of DeepSeek’s emergence
OpenAI Just Gave Taiwan Semiconductor Investors Great News
OpenAI's flagship product is a large language model (LLM) called ChatGPT, which uses generative AI to answer queries of all kinds at fast speeds. While ChatGPT's seemingly infinite knowledge gives it the appearance of a modern-day online encyclopedia, there are actually quite a few technical processes going on in the background.