These two semiconductor stocks are direct beneficiaries of blockbuster Nvidia earnings
Thursday, 28 August 2025 () Nvidia Corp’s (NASDAQ: NVDA) Q2 earnings reaffirmed its dominance in the AI infrastructure race, with adjusted earnings and revenue beating expectations and guidance pointing to continued growth above 50%. While data center revenue narrowly missed expectations, the semiconductor firm’s bullish forecast and commentary on up to $4.0 trillion in AI spending have implications far beyond […]
Thursday, 28 August 2025 ()
Nvidia Corp’s (NASDAQ: NVDA) Q2 earnings reaffirmed its dominance in the AI infrastructure race, with adjusted earnings and revenue beating expectations and guidance pointing to continued growth above 50%. While data center revenue narrowly missed expectations, the semiconductor firm’s bullish forecast and commentary on up to $4.0 trillion in AI spending have implications far beyond […]