Semiconductors
NVIDIA Q2 FY27 Revenue Hits $96B, Boosts SMH ETF Outlook
NVIDIA's Q2 FY27 earnings report shows $96B in revenue, driving demand across the semiconductor sector and ETFs like SMH.
Hyperliquid's HIP-3 Captures $21.8B in SK Hynix Perps Amid Chip Crash
Hyperliquid's HIP-3 perpetuals traded $21.8B in synthetic SK Hynix exposure during July's semiconductor turmoil, highlighting key market dynamics.
NVIDIA, Applied Materials Accelerate Semiconductor Innovation
NVIDIA and Applied Materials collaborate to advance semiconductor design with GPU-accelerated simulations and digital twins, addressing AI-driven demand.
Moat Index Rises in June on Semiconductors, Cybersecurity Strength
Morningstar's Moat Index gained in June as AI chips and cybersecurity stocks offset mega-cap tech pullbacks. Here's what drove the move.
NVIDIA Expands U.S. AI Manufacturing with $500B Vision
NVIDIA strengthens U.S. manufacturing with AI chip production, $500B infrastructure build-out, and 100,000+ new jobs.
NVIDIA, TSMC Push AI-Driven Chip Manufacturing to New Heights
NVIDIA and TSMC integrate advanced AI and accelerated computing to revolutionize semiconductor design and manufacturing processes.
VanEck Flags Semiconductor Stocks as Key AI Infrastructure Plays for 2026
Asset manager VanEck highlights semiconductor companies as critical AI investment opportunities as the industry shifts from experimentation to infrastructure.
NVIDIA Vera CPU Enters Production With 88 Olympus Cores for AI Factories
NVIDIA's Vera CPU is now in full production with 88 custom cores, 1.2 TB/s memory bandwidth, and claims of 50% faster sandbox performance versus x86 rivals.
Nvidia Record Q4 Fuels SMH Rally as AI Data Center Demand Surges
Nvidia's Q4 fiscal 2026 earnings beat expectations with record revenue from AI data centers, driving semiconductor ETF momentum. What traders need to know.
AI Physics Revolutionizes TCAD Simulations in Semiconductor Manufacturing
Explore how AI Physics, through NVIDIA's PhysicsNeMo framework, is transforming Technology Computer-Aided Design (TCAD) simulations, enhancing efficiency in semiconductor manufacturing.