AMF Tjanstepension AB lifted its position in NVIDIA Corporation (NASDAQ: NVDA) by 2.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. T
Nvidia's revenue soared 85% year over year in the second quarter to reach a record $81.6 billion, as AI spending shows no sign of letting up. The company's key customers, known as hyperscalers, all ha
The capital infusion will go a long way for Nebius.
NVIDIA maintains a dominant position in the artificial intelligence hardware market with a net margin exceeding 55%. Planet Labs provides vital daily Earth-imaging data and is expanding its analytics
Collaboration Will Provide World-Class AI Infrastructure, Research Funding, Internships and Joint Appointments to Advance Agentic AI Model Development for Korea Collaboration Will Provide World-Class

Better Buy: SpaceX or Nvidia?

06:34pm, Thursday, 23'rd Jul 2026
SpaceX's business is quite diversified. Nvidia is growing far faster than SpaceX.
The chip makers are best known for competing in the GPU business, but they're stepping up their offerings in the attractive market for server CPUs.
Amkor Technology said on Thursday it had entered a multi-year agreement with ​Nvidia worth $1.5 billion to expand advanced semiconductor ‌packaging and test capacity in the U.S., as the chip indus
Nvidia now trades at a steep discount compared to its peers. Nvidia's growth arc is far from over.
TEMPE, Ariz.--(BUSINESS WIRE)---- $AMKR #AdvancingWhatsNext--Amkor Technology, Inc. (Nasdaq: AMKR) today announced a multi-year strategic partnership with NVIDIA to develop advanced semiconductor pack
Tawian Semiconductor's customer base is more diversified. Nvidia's growth rate is superior.
Sandisk is emerging as an AI memory standout with surging revenues, improving profitability and strong growth expectations beyond NVIDIA's recent gains.
NVIDIA boasts a 55.6% net margin and $96.7 billion in free cash flow, while UiPath trades at a fraction of the valuation despite turning profitable.

Semiconductor ETFs Surge Ahead of Intel Earnings

03:37pm, Thursday, 23'rd Jul 2026
Semiconductor exchange-traded funds have gained more than 25% this year. Intel Corporation's (INTC) second-quarter earnings report after today's close could test whether that rally continues.
Nvidia currently displays a noticeably stronger upward trajectory in overall revenue compared to Marvell Technology. Both companies generated consistent quarter-over-quarter revenue increases over the
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