Browsing Tag
NVIDIA
383 posts
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.
BT Group raises dividend and rebases payout policy as Openreach fibre scale offsets revenue decline in FY26
BT Group raised its dividend and lifted profit 8%, yet BT.A fell 5% on a churn scare. The real test is whether the ÂŁ3bn cash flow promise arrives.
NVIDIA delivers $81.6bn Q1, lifts dividend 25-fold and reloads buyback with $80bn as Vera Rubin ramps into a supply-constrained year
NVIDIA Q1 FY27 revenue hit $81.6 billion with a $91 billion Q2 guide, $80 billion buyback expansion and 25-fold dividend hike. Read the full executive analysis.
Analog Devices (ADI) delivers 37% revenue growth and doubles operating income, third quarter outlook tops Street
ADI posts record $3.62B Q2 FY26 revenue, doubles operating income, raises Q3 outlook to $3.9B, and bets $1.5B on Empower for AI power delivery. Read more.
Dell Technologies expands NVIDIA AI Factory strategy as enterprises face the real cost of agentic AI
Dell Technologies expands its NVIDIA AI Factory push to local agents, AI data and rack systems. Find out what it means for enterprise AI.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
Argentum AI, Boosteroid and DL Invest Group bet $2.5bn on Europe’s AI compute crunch
AI demand is outrunning Europe’s compute capacity. Argentum AI’s $2.5B deal tests whether independent GPU infrastructure can scale.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.