Trump eyes 60% or higher tariffs on Chinese goods but economists think a blanket 40% rate looks likely.
Demand for Hopper and anticipation for Blackwell are incredible, said Nvidia CEO Jensen Huang.
Wall Street currently models 50% growth for the calendar year 2025, likely moderating to 20% in 2026.
The market is factoring in a double beat but an analyst calls Q3 as a "transitional quarter," which may not matter much for the stock.
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Redburn-Atlantic joins the bullish camp ahead of Nvidia’s Q3 earnings, highlighting strong AI spending that’s boosting the chip leader’s momentum.
Nvidia unveiled the Blackwell chips in March but its launch has been delayed due to design issues.
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Teradyne has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.
Applied Materials’ share of China revenue fell from 32% in the third quarter to 30%.
Applied Materials analysts see in-line to above-consensus results for the fourth quarter as they look forward to commentary on China demand.
The semiconductor sector has been on a remarkable rally in the past month. The expansion of artificial intelligence (AI) applications and the new monetary easing era led to a rally in semiconductor stocks....