semiconductors

Nvidia reported Q2 FY2027 revenue of $96.2 billion, up 106% year-over-year, beating estimates. The company guided Q3 revenue to $108 billion, and stock rose 8.7% after earnings.

Cerebras plans to sell 28 million shares at $115-$125 each, aiming for a $26.6 billion valuation. The AI chipmaker's deep ties to OpenAI include a $20 billion compute deal.

Micron Technology stock rallies 124% in six months as AI memory chip demand surges. The semiconductor company benefits from HBM technology demand and data center expansion. AI use case introduces more stable demand pattern.

Intel joins Elon Musk's Terafab project as foundry partner —$25B AI chip manufacturing initiative bringing together SpaceX, Tesla, and xAI. Vertical integration strategy aims to reduce dependency on NVIDIA and TSMC.

Nvidia's PE ratio has declined to its lowest level in seven years, with the stock losing over 11% this year and $80 billion wiped from market cap. Combined concerns over the Iran war and AI spending fatigue are weighing on shares despite the company's dominant market position.

Nvidia dominates AI accelerator market with 85-90% market share, controlling the infrastructure powering the AI revolution. A look at how its $4 trillion valuation reflects irreplaceable positioning in the AI stack.

A critical helium shortage triggered by the Iran war has taken roughly a third of global supply offline, threatening semiconductor manufacturing at TSMC, Samsung, and SK Hynix as AI chip demand soars.