Trump administration reportedly considering ‘new round of sweeping tariffs on semiconductors’ – as it happened Tech companies warn that move could jeopardise US hopes of dominating AI The Guardian - UK · Aug 27
Hong Kong’s Votee AI is taking on English and Mandarin’s AI dominance with a Cantonese model Votee is one of a growing number of companies that are trying to tackle AI’s neglect of "low-resource" languages. Fortune · Aug 27
Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surge Power capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s strong data-centre growth and bullish revenue outlook. Expectations of sustained AI infrastructure spending boosted sentiment, while US restrictions on Chinese power equipment added to optimism over demand for… The Economic Times · Aug 27
Global Market: China stocks rise as Nvidia outlook boosts AI and hardware shares China’s mainland stocks rose on Thursday, led by AI, semiconductor and hardware companies after Nvidia delivered an upbeat revenue outlook, reinforcing expectations of strong AI infrastructure demand. The CSI300 and Shanghai Composite gained, while Hong Kong shares traded lower. Gold miners and non-ferrous metal stocks also extended their recent rally. The Economic Times · Aug 27
Nvidia CEO Jensen Huang eats dinner with someone ‘and their stock price doubles the next day’ People want to know where the CEO is dining, and more importantly, who he's with. Fortune · Aug 27
Asian stocks are mixed after Wall Street losses following economic updates Asian stocks are mixed after a retreat on Wall Street following the latest round of updates on U.S. inflation and economic growth The Independent UK · Aug 27
Global Market: Japan’s Nikkei reverses gains as Advantest shares drag Japan’s Nikkei slipped 0.14% as Advantest and SoftBank declined, despite Nvidia’s strong AI outlook. The Topix gained 0.19% as investors rotated towards value stocks. Financial shares advanced, while Fujikura and Kioxia gained. Market sentiment remained cautious toward chip stocks following their sharp gains earlier this year. The Economic Times · Aug 27
Global Market: Kospi gains over 1% as Nvidia outlook lifts chipmakers South Korean shares rose, led by chipmakers after Nvidia forecast strong AI-driven revenue growth. The KOSPI gained 1.22%, while Samsung Electronics and SK Hynix advanced. The Bank of Korea raised rates by 25 basis points to 3% and upgraded its 2026 growth forecast to 3.3%, keeping investors focused on future… The Economic Times · Aug 27
Nvidia investors beware: Firm flags 2 risks after better-than-expected Q2 earnings Nvidia’s AI boom remains strong, but rising memory costs and growing debt are emerging as key risks. The chipmaker expects gross margins to bottom at 71–72% in Q4 FY27, while rising debt could pressure its financial condition and cash flows. The Economic Times · Aug 27
Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say? Nvidia has forecast a 70% jump in revenue for fiscal 2028, signalling that strong AI computing demand remains intact despite memory supply constraints. The upbeat outlook, which is well above Wall Street’s 44% growth estimate, highlights broadening demand from hyperscalers, AI labs, startups and enterprises. Nvidia’s quarterly revenue also more… The Economic Times · Aug 27
Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Chief Executive Jensen Huang said. The Economic Times · Aug 27
Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes SpaceX, Intel, CoreWeave, and More CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call. Barchart · Aug 27
Global Market Today: Nasdaq futures, Asian stocks rise on Nvidia outlook Contracts for the tech-heavy Nasdaq 100 Index climbed 1.2%, while those for the S&P 500 Index added 0.6% after Nvidia signaled strong sales growth in 2028. The company’s shares rallied 4.2% in extended trading. The upbeat outlook also lifted other AI stocks, including Marvell Technology Inc. and Sandisk Corp., in… The Economic Times · Aug 27
Nvidia gave its first-ever year-ahead forecast—a 70% growth bombshell meant to silence AI bubble critics and ‘circular financing’ doomsayers Nvidia’s stock climbed more than 4% in after-hours trading after delivering a blowout quarter and projecting $100 billion more revenue than analysts were expecting for next fiscal year. Fortune · Aug 27
Tom’s Hardware · Aug 26 Nvidia custom 'NVHBM' promises 30% higher bandwidth, 15% lower power than commodity HBM4e — custom base die and PHY will be available to NVLink Fusion partners Nvidia has unveiled NVHBM, a custom high-bandwidth memory implementation that promises higher bandwidth and lower power for customers building chips within the NVLink Fusion partner program.
The Guardian - US · Aug 26 Nvidia’s quarterly revenue doubles to nearly $100bn as CEO declares ‘golden age’ The $5tn firm beat Wall Street expectations for yet another blockbuster quarter, though stock made only modest gains
Euronews · Aug 26 Nvidia bets on another blockbuster year, guiding for 70% growth into 2028 Nvidia's $96.2bn quarter and bullish 2028 guidance eased some fears about an AI bubble — but its reliance on a handful of big customers, and a cautious re-entry into China, suggest the picture is more complicated.
International Business Times · Aug 26 Nvidia's Results Beat Expectations, But Its Stock Still Struggled Shares of the company dropped slightly after the market closed on Wednesday.
Barchart · Aug 26 Stocks Finish Little Changed Ahead of Nvidia Earnings The S&P 500 Index ($SPX ) (SPY ) closed down by -0.02% on Wednesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +0.05%. E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini...
Fortune · Aug 26 Nvidia doubles Q2 revenue to $96 billion and crushes estimates, as CEO Jensen Huang says demand is accelerating Nvidia's second quarter fiscal 2027 earnings results were released after the market closed on Wednesday.
The Economic Times · Aug 26 Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoY Nvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-dollar market opportunity for its AI chips through 2027. Nvidia's operating expenses and future spending plans have also increased. Competition is growing, but Nvidia secures major partnerships and customer commitments.
Barchart · Aug 26 A Nearly $40 Million Reason to Buy Little-Known SuperX AI Stock SuperX AI may be relatively unknown, but a nearly $40 million deal is positioning SUPX stock on investors’ radar. Here’s why it deserves a closer look.
The Economic Times · Aug 26 US stocks today: US stocks end near flat as hot inflation data clouds Fed rate outlook Wall Street ended nearly flat as hotter-than-expected US inflation complicated the Federal Reserve’s interest-rate outlook. Investors turned cautious while resilient economic growth offered some support. Markets are also watching Fed Chair Kevin Warsh’s Jackson Hole speech for clues on September’s interest-rate decision and policy direction.
Kiplinger · Aug 26 Stocks Look to Nvidia Earnings for Direction: Stock Market Today The main stock indexes failed to make big moves on Wednesday ahead of Nvidia's earnings report, while Meta settled a landmark social media case.
International Business Times · Aug 26 Stocks Show Little Change After Inflation Report And Ahead Of Nvidia Results, Jackson Hole The Fed's preferred inflation gauge rose 0.2% in July, in line with forecasts from analysts.