#semiconductors — FinScans

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Nvidia Jolts Silicon Valley Toward China-Style AI Model Strategy

August 26, 2026 (32 days ago)

Nvidia is jolting Silicon Valley toward China-style AI model strategies, placing NVDA at the center of a potential shift in AI development…

NVDA

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Nvidia holders demand roadmap beyond earnings beat, Franklin's Araghi says

August 25, 2026 (33 days ago)

Franklin's Araghi says Nvidia holders want a clear strategic roadmap beyond the next earnings beat, signaling institutional focus on guidance and AI…

NVDA

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OpenAI Claims New Chips Outperform Nvidia in Tests, Pressuring NVDA

August 25, 2026 (33 days ago)

OpenAI reports its custom AI silicon beats Nvidia processors in tests, threatening Nvidia's AI chip leadership and pressuring semiconductor ETFs.

NVDA SMH

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Apple Debuts New Mac mini and Mac Studio With Major Chip Upgrades

August 25, 2026 (33 days ago)

Apple's launch of new Mac mini and Mac Studio desktops with major chip upgrades positions the tech giant to strengthen its premium…

AAPL

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India AI Data Center Firm Orders 9,000 Nvidia Vera Rubin Systems

August 25, 2026 (33 days ago)

India AI data center firm orders 9,000 Nvidia Vera Rubin systems, boosting Nvidia's order book and signaling rising AI compute demand in…

NVDA SMH

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Nvidia Stock Sinks as Bullish Bets Unwind Before Earnings

August 25, 2026 (33 days ago)

Nvidia stock slipped in pre-earnings trading as bullish traders faced losses, underscoring high expectations and crowded positioning in the AI chip leader…

NVDA QQQ

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Taiwan Indicts Nvidia Manager in Chip Smuggling Probe

August 24, 2026 (34 days ago)

Taiwan indicted an Nvidia manager following a chip smuggling probe, triggering export-control and compliance risks for NVDA as investors weigh fines, reputational…

NVDA

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Nvidia's $1 Trillion AI Chip Market Draws Rivals and Partners

August 24, 2026 (34 days ago)

Nvidia's trillion-dollar AI accelerator market is drawing direct rivals from AMD to hyperscaler custom ASICs, while foundry and supply partners capture incremental…

NVDA TSM AMD

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Alibaba and YMTC Fundraising Pressures China Tech Stocks on Supply Woes

August 24, 2026 (34 days ago)

Alibaba and YMTC fundraising activity added to share supply, hitting China tech stocks including BABA and the KWEB ETF as investors priced…

BABA KWEB

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CXMT, AI Hardware Firms Drive China's Peak Earnings Week

August 24, 2026 (34 days ago)

China's peak earnings week tilts toward AI hardware and memory chip names like CXMT, steering investor focus away from consumer internet and…

HSI

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Nvidia Notifies Customers of AI Chip Price Hikes Above 15%

August 22, 2026 (36 days ago)

Nvidia customers were notified about AI-related price hikes above 15%, a signal of strong demand that may boost the chipmaker's revenue and…

NVDA

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Nvidia Agrees to $6 Billion License Payment to AI Startup Poolside

August 21, 2026 (37 days ago)

Nvidia (NVDA) agrees to pay AI startup Poolside $6 billion for a license, highlighting the chipmaker's AI software ambitions and likely driving…

NVDA

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