China’s Tencent Holdings has gained access to Nvidia’s Blackwell chips via a Tokyo-based cloud service provider operated, according to a report from Barron’s.
Nvidia lagged megacap peers amid valuation concerns, China headwinds, and AI bubble fears, though pullback improved multiples and Wall Street remains bullish on long-term growth catalysts.
As of December 18, 2025, the semiconductor industry stands at a historic crossroads, transitioning from a period of speculative artificial intelligence (AI) hype into what analysts are calling the "Mega-Fab" operational phase. The iShares Semiconductor ETF (NASDAQ:SOXX), the primary barometer for the sector’s health, has spent much of
The global semiconductor landscape shifted decisively this week as Micron Technology (NASDAQ:MU) delivered a fiscal first-quarter earnings report that many analysts are calling a "watershed moment" for the artificial intelligence era. By shattering revenue expectations and providing a forward-looking guidance that eclipsed even the most bullish Wall Street projections,
The corporate earnings landscape for the final quarter of 2025 has been dramatically recalibrated following a watershed performance from Micron Technology (Nasdaq: MU). On December 17, 2025, the memory chip giant delivered a fiscal first-quarter report that didn't just beat expectations—it shattered them, serving as a powerful confirmation that
On December 17, 2025, Micron Technology (NASDAQ: MU) delivered a fiscal first-quarter earnings report that has fundamentally reshaped the narrative for the semiconductor industry heading into 2026. The Boise-based memory giant reported record-breaking revenue and profit margins that shattered Wall Street’s most optimistic projections, sparking a broad-based rally across
Massive gains in a little-known Indian semiconductor firm were driven by hype and a limited float, overshadowing concerns about losses, disclosures, and regulatory scrutiny.
AI-driven memory demand pushed Micron’s revenue and margins sharply higher, giving it clearer growth visibility and stronger profitability than Oracle and Broadcom after earnings.
Two major firms, Wedbush and Stifel, sharply raised their price targets, signaling stronger pricing trends and improving demand in the memory chip market.
Bank of America lifted its price target to $500 from $460 while upholding a ‘Buy’ stance after interpreting the company’s recent performance and forward projections as resilient.
The Commerce Secretary told CNBC that the two met over a dozen times to discuss the possibly of exporting Nvidia’s H200 chips to China before making a decision.
