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Nvidia's report lifts chip stocks, but Intel climbs as AMD slips

invezz.com (Swedish) — August 27, 2026 at 04:01 PM UTC

Nvidia's strong forecast lifted chip stocks Thursday, but AMD fell about 1% while Intel rose over 3%, creating divergence among major US chipmakers. Nvidia's projected 70% revenue growth for fiscal 2028 and a $5 billion investment in Intel, plus a joint CPU+GPU roadmap using NVLink, made Intel a key supplier to Nvidia's AI platform. Meanwhile, Nvidia's expanded AWS partnership and its own Vera CPU plans pressured AMD's position in hyperscaler AI infrastructure. AMD remains Nvidia's main AI accelerator competitor, but its stock is sensitive to hyperscaler decisions, such as Elon Musk's SpaceX choosing Nvidia exclusively. Despite AMD's strong Helios platform and roughly 33% server CPU share, analysts see AMD as the company to beat in enterprise AI server CPUs.

With a significance score of 3.6, this news ranks in the top 7.5% of today's 33205 analyzed articles.

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[6.2]

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14h

[6.1]

Nvidia CEO declares 'golden age' for AI as quarterly revenue doubles to $96 billion (hotnews.ro)

4h

Link Source (Romanian)

[5.8]

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5h

[5.6]

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[5.5]

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[5.5]

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17h

[5.4]

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1d 19h

[5.4]

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1d 20h

[5.4]

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7h

[5.3]

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[5.2]

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[5.2]

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[5.1]

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5h

[4.9]

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16h

Link Source (German)

[4.9]

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7h

[4.8]

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19h

Link Source (Italian)

[4.8]

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17h

Link Source (German)

[4.8]

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Link Source (German)

[4.7]

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Link Source (German)

[4.6]

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1d 10h

Link Source (Swedish)

[4.6]

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Link Source (Italian)

[4.5]

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12h

[4.5]

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[4.3]

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[4.3]

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[4.3]

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[4.2]

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[4.2]

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[4.2]

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[4.2]

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1d 2h

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[4.1]

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12h

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[4.1]

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17h

[4.1]

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15h

[4.0]

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8h

Link Source (Russian)

[4.0]

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1h

Link Source (Dutch)

[4.0]

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18h

Link Source (Japanese)

[4.0]

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14h

[3.9]

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8h

Link Source (Russian)

[3.9]

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15h

[3.9]

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5h

Link Source (Portuguese)

[3.8]

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2h

[3.8]

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8h

[3.7]

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10h

Link Source (Spanish)

[3.7]

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11h

Link Source (Russian)

[3.7]

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17h

[3.7]

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15h

Link Source (Russian)

[3.7]

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1d 6h

[3.7]

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2h

Link Source (Chinese)

[3.7]

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18h

Link Source (Italian)

[3.6]

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[3.6]

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Link Source (Greek)

[3.6]

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[3.6]

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[3.6]

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9h

Link Source (French) [$]

[3.6]

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<1h

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[3.6]

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10h

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[3.6]

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6h

[3.5]

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[3.5]

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[3.5]

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<1h

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[3.5]

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8h

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[3.4]

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[3.4]

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<1h

[3.4]

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[3.4]

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[3.3]

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1d 9h

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[3.3]

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19h

[3.3]

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10h

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[3.2]

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1d 18h

[3.2]

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4h

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[3.2]

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[3.2]

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19h

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[3.1]

Oil prices drop for second day as US shifts from Iran strikes to sanctions (malaymail.com)

1d 12h

[3.1]

Nvidia's $108B forecast fails to excite investors (financialpost.com)

18h

[3.1]

European markets set to rise after Nvidia results (boursorama.com)

8h

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[3.1]

Nvidia's blowout quarter lifts Wall Street price targets (cnbc.com)

4h

[3.0]

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15h

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[3.0]

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23h

[3.0]

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4h

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[2.9]

Asian Shares Rise on Falling Oil Prices and AI Optimism (usnews.com)

1d 11h

[2.9]

Wall Street Rises as Oil Drop Eases Yields, Nvidia Breaks Losing Streak (uk.investing.com)

1d 18h

[2.9]

Nvidia's quarterly revenue doubles to $96 billion, beating estimates as AI demand accelerates (fortune.com)

18h

[2.9]

Nvidia defends AI investments as ecosystem building, not circular financing (ca.finance.yahoo.com)

<1h

[2.8]

European markets edge up as oil falls; US inflation and Nvidia results in focus (ilsole24ore.com)

1d 7h

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[2.8]

Wall Street Rises as Oil Drops 3% and Nvidia Rebounds (au.investing.com)

1d 18h

[2.8]

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[2.7]

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1d 12h

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[2.7]

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1d 10h

[2.7]

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1d 12h

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[2.7]

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8h

[2.7]

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[2.6]

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[2.6]

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[2.6]

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[2.6]

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4h

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[2.5]

Nvidia stock dips 1% despite record earnings and raised outlook (invezz.com)

19h

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[2.5]

Asian chip stocks rebound ahead of Nvidia earnings as AI trade faces key test (au.investing.com)

1d 12h

[2.4]

Nvidia shares dip 1% despite record revenue and raised outlook (invezz.com)

19h

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[2.3]

Nvidia's Post-Sell-Off Gains Trail S&P 500, But Valuation Holds (fool.com)

1d 23h

[2.3]

Asian stocks rise for third day on Nvidia earnings beat (au.investing.com)

13h

[2.3]

Nvidia report lifts chip stocks as oil falls on Hormuz news (fool.com)

1d 21h

[2.3]

KeyBanc keeps Nvidia Overweight with $330 target after earnings beat (au.investing.com)

8h

[2.2]

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13h

[2.2]

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1d 7h

[2.2]

US stock futures dip ahead of PCE inflation data and Nvidia earnings (it.investing.com)

1d 14h

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[2.2]

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3h

[2.1]

Nvidia's whisper numbers outpace analyst estimates ahead of earnings (cnbc.com)

23h

[2.1]

Asian markets mixed as investors await Nvidia earnings and Iran talks (handelsblatt.com)

1d 12h

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[2.1]

Nvidia shares dip 1% despite record earnings and raised outlook (invezz.com)

19h

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[2.1]

European stocks rise on Strait of Hormuz hopes lift markets (boursorama.com)

1d 6h

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[2.1]

Nasdaq Rises as Oil Falls and Memory Chip Stocks Rebound (finance.yahoo.com)

1d 22h

[2.1]

Nvidia stock slips 1% despite record earnings and raised forecast (invezz.com)

19h

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[2.1]

Wall Street rebounds as oil prices drop on Iran-Pakistan mediation (newsit.gr)

1d 17h

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[2.1]

Asian stocks await Nvidia as oil slips on Hormuz hopes (ca.finance.yahoo.com)

1d 13h

[2.1]

Nvidia Stock Looks Cheaper After Wednesday's Earnings Report (fool.com)

1d 11h

[2.1]

Asian stocks mixed after Nvidia's AI chip demand boosts futures (ca.finance.yahoo.com)

10h

[2.0]

Samsung and SK Hynix rise as Nvidia results show memory bottleneck (invezz.com)

11h

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[2.0]

London shares retreat as oil price slide hits energy majors (au.investing.com)

8h

[2.0]

Nvidia shares rebound as AI boom fuels record data centre revenue (firstpost.com)

15h

[2.0]

Nvidia expected to report near-doubling revenue and profit in second quarter (jornaleconomico.sapo.pt)

1d 9h

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[2.0]

Wall Street rises on Nvidia earnings, Fed speech in focus (swissinfo.ch)

1h

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[1.9]

Asian Markets Mixed After Wall Street Slips on US Data (usnews.com)

9h

[1.9]

South Korea's Kospi Bear Market: Buy the Dip or Wait? (invezz.com)

1d 11h

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[1.9]

Nvidia's Key Earnings Metric: Future EPS Forecasts (fool.com)

1d 20h

[1.9]

FTSE 100 Nears Record High as Global Investors Return (uk.investing.com)

1d 8h

[1.9]

TSX futures dip as Canada-U.S. trade tensions escalate; Nvidia earnings awaited (uk.investing.com)

1d 4h

[1.9]

Asian tech stocks rebound ahead of Nvidia earnings (fr.investing.com)

1d 12h

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[1.9]

Nvidia stock jumps over 5% on record revenue and strong Q3 profit forecast (finance.mail.ru)

6h

Link Source (Russian)

[1.9]

Kospi Index enters bear market as South Korea's tech stocks slump (invezz.com)

1d 11h

Link Source (Dutch)

[1.8]

Argus keeps Nvidia buy rating on strong AI demand (jp.investing.com)

3h

Link Source (Japanese)

[1.8]

Falling oil prices calm markets, lifting S&P 500 closer to record high (thehill.com)

1d 18h

[1.8]

Wall Street rebounds on tech rally ahead of Nvidia earnings and US inflation data (jornaleconomico.sapo.pt)

1d 9h

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[1.8]

Futures flat as markets await PCE data and Nvidia earnings (finance.yahoo.com)

1d 4h

[1.8]

Asian stocks mixed as investors await Nvidia earnings, oil falls on Hormuz talks (business-standard.com)

1d 12h

[1.8]

Nvidia stock dips 1% despite record earnings and raised outlook (invezz.com)

19h

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[1.8]

Asian markets rise on oil drop and AI optimism (thestar.com)

1d 11h

Link Source [$]

[1.8]

Global stocks slip as Nvidia surges on AI demand (ctvnews.ca)

5h

[1.7]

Stock movers: Nvidia's surge, Salesforce jump, and cybersecurity gains ahead of Thursday (cnbc.com)

14h

[1.7]

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8h

Link Source (Italian)

[1.7]

Wall Street rebounds as tech stocks rally ahead of Nvidia earnings (n-tv.de)

1d 18h

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[1.7]

Nvidia Earnings to Test AI Boom as Investors Eye Data Centers and Rubin Demand (forbes.com)

1d 16h

[1.7]

TD Cowen keeps Nvidia Buy rating on strong growth outlook (jp.investing.com)

1h

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[1.7]

Nvidia Q2 earnings beat drives NVDA stock 4% higher after initial dip (it.finance.yahoo.com)

11h

Link Source (Italian)

[1.7]

Asian markets mixed after Wall Street dips on US data, Nvidia surge (audacy.com)

8h

[1.6]

TSX slips from record high as National Bank shares fall (ca.finance.yahoo.com)

23h

[1.6]

Asian markets mixed after Wall Street dips on US data, Nvidia earnings (clickondetroit.com)

10h

[1.6]

Nvidia, Salesforce, CrowdStrike, Urban Outfitters lead after-hours moves (cnbc.com)

18h

[1.6]

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21h

[1.6]

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11h

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[1.6]

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1d 11h

[1.6]

Nvidia stock rebounds 2% after seven-day slide (invezz.com)

1d 22h

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[1.6]

Asian markets rebound on falling oil, Nvidia earnings in focus (es.investing.com)

1d 10h

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[1.6]

Futures steady as markets await inflation data and Nvidia earnings (ca.finance.yahoo.com)

1d 7h

[1.5]

FTSE 100 holds near peaks as falling crude hits oil majors (uk.investing.com)

1d 8h

[1.5]

Mizuho raises Nvidia price target to $315 on strong demand (nl.investing.com)

8h

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[1.5]

Nvidia Q2 earnings preview: KeyBanc sees $97.8B revenue, 55% upside (invezz.com)

1d 6h

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[1.5]

Nvidia's Q2 Earnings: Revenue Doubling May Not Be Enough (fool.com)

1d 18h

[1.5]

Nvidia Q2 earnings preview: analysts see $97.8B revenue, 55% upside (invezz.com)

1d 6h

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[1.5]

South Korea's Kospi wavers as tech stocks rally on Nvidia forecast (invezz.com)

11h

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[1.5]

Wall Street flat as Nvidia earnings loom, hot inflation lifts rate-hike bets (au.investing.com)

1d 1h

[1.5]

NVIDIA beats Q2 expectations on record AI data center chip demand (seekingalpha.com)

13h

[1.5]

Nvidia's August 26 Earnings: What History Shows About Stock Moves (fool.com)

1d 13h

[1.5]

Wall Street steadies as inflation runs slightly hot (latimes.com)

17h

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[1.5]

Dow Falls on Inflation Data; Nvidia Earnings Awaited (investors.com)

1d 1h

[1.5]

Wall Street edges up as oil and yields ease; chip stocks rebound (finanzen.net)

1d 22h

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[1.4]

Nvidia's Q2 earnings: Can Nvidia's $92B revenue test (cn.investing.com)

1d 12h

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[1.4]

Asian markets mixed as oil drops on Hormuz hopes, Nvidia results awaited (boursorama.com)

1d 13h

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[1.4]

Wall Street rises as oil-driven tech rally lifts stocks (boursorama.com)

1d 11h

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[1.4]

Nvidia could generate $1 billion in daily free cash flow by next year, BofA says (247wallst.com)

20h

[1.4]

Wall Street slips on hot inflation data, Nvidia earnings in focus (boursorama.com)

19h

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[1.4]

South Korea's Kospi wavers as tech stocks rally on Nvidia earnings (invezz.com)

11h

Link Source (Dutch)

[1.4]

London stocks slip as oil weighs on Shell and BP (br.investing.com)

8h

Link Source (Portuguese)

[1.4]

Mizuho raises Nvidia price target to $315 on strong demand (au.investing.com)

8h

[1.4]

Nvidia beats estimates but stock slips after hours (gr.investing.com)

19h

Link Source (Greek)

[1.4]

Asian markets mixed as Nvidia earnings offset China slowdown (news18.com)

9h

[1.4]

Wall Street slips as inflation stays high, oil drops (channelnewsasia.com)

18h

[1.4]

Nikkei opens 513 points higher as Kioxia and Tokyo Electron lead gains (jp.investing.com)

15h

Link Source (Japanese)

[1.4]

KOSPI Rises on Nvidia Earnings, Curbed by Rate Hike; Samsung, SK Hynix Up 1-2% (khan.co.kr)

8h

Link Source (Korean)

[1.4]

Nvidia's earnings beat streak meets investor skepticism as Nvidia reports Q2 (cnbc.com)

1d 19h

[1.4]

European markets mixed, Milan up 0.3% as investors await Nvidia results and Fed signals (lagazzettadelmezzogiorno.it)

1d 3h

Link Source (Italian)

[1.4]

ASX set for flat open as Wall Street dips; Nvidia, Qantas results ahead (smh.com.au)

20h

Link Source [$]

[1.4]

U.S. stock futures rise as Nvidia earnings beat boosts AI optimism (au.investing.com)

13h

[1.4]

These 4 stocks beat Nvidia after strong Q2 earnings (it.finance.yahoo.com)

8h

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[1.3]

Wall Street rises on falling yields and oil prices (newsbomb.gr)

1d 18h

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[1.3]

U.S. stocks rise on tech gains despite Canadian tariffs (thestar.com.my)

1d 16h

[1.3]

Nvidia beats Q2 estimates but shares slip 1.5% in after-hours trade (jp.investing.com)

19h

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[1.3]

FTSE 100 set to dip as US inflation data weighs on markets (uk.finance.yahoo.com)

9h

[1.3]

European stocks steady as Nvidia earnings fuel AI demand optimism (au.investing.com)

8h

[1.3]

Nikkei rebounds on oil drop, Nvidia earnings in focus (invezz.com)

1d 9h

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[1.3]

Goldman Sachs lifts Nvidia target on strong guidance (br.investing.com)

8h

Link Source (Portuguese)

[1.3]

Canadian bank earnings beat estimates as markets steady on Nvidia outlook (theglobeandmail.com)

4h

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[1.3]

U.S. Stocks Dip as Inflation Stubborn (thestar.com.my)

17h

[1.3]

Wall Street Rises as Tech Rebounds Ahead of Nvidia Results (newsmax.com)

1d 19h

[1.3]

Traders expect Nvidia to swing 5.6% after earnings, with bullish calls outpacing puts (cnbc.com)

21h

[1.3]

Toronto and New York markets post gains despite trade war escalation (ca.finance.yahoo.com)

1d 19h

[1.2]

Wall Street futures flat ahead of Nvidia earnings and PCE inflation data (invezz.com)

1d 4h

Link Source (Dutch)

[1.2]

Asian markets rise as oil prices fall sharply (finanzen.net)

1d 11h

Link Source (German)

[1.2]

Wall Street slips on US inflation, awaits Nvidia earnings (cnnbrasil.com.br)

15h

Link Source (Portuguese)

[1.2]

US futures flat as Nvidia earnings, inflation data loom; Intuit drops, Semtech rises (nl.investing.com)

1d 4h

Link Source (Dutch)

[1.2]

Asian markets rise as KOSPI leads ahead of US inflation, Nvidia (today.line.me)

1d 5h

Link Source (Thai)

[1.2]

FTSE 100 edges up as miners offset BP and Shell losses (invezz.com)

1d 7h

Link Source (Swedish)

[1.2]

European markets mixed on Nvidia boost, Middle East caution (boursorama.com)

8h

Link Source (French)

[1.2]

Nikkei 225 rises as Advantest and SoftBank lift AI stocks before Nvidia earnings (invezz.com)

1d 9h

Link Source (Dutch)

[1.2]

Nvidia Earnings, Inflation Data, and Jackson Hole Keep Wall Street on Edge (au.investing.com)

21h

[1.2]

U.S. stocks drift as inflation data disappoints, oil prices fall (ctvnews.ca)

1d 2h

[1.2]

Nikkei falls on profit-taking before Jackson Hole; Nvidia gains fade (jp.investing.com)

8h

Link Source (Japanese)

[1.2]

Nvidia faces fifth straight post-earnings stock drop despite strong results (fool.com)

1d 14h

[1.2]

Futures steady as markets await inflation data and Nvidia earnings (cnbc.com)

1d 17h

[1.2]

Stock Market Rises Ahead of Fed Inflation Data and Nvidia Earnings; Robinhood in Buy Zone (investors.com)

1d 14h

[1.2]

Bernstein SocGen raises Nvidia price target on strong demand (nl.investing.com)

8h

Link Source (Dutch)

[1.2]

Nvidia Q2 earnings preview: Wall Street sees Blackwell demand lifting results (seekingalpha.com)

1d 22h

[1.1]

South Korean shares rise as investors eye Nvidia earnings for AI demand signals (economictimes.indiatimes.com)

1d 11h

[1.1]

Wall Street slips on hot inflation data before Nvidia earnings (thestar.com.my)

16h

[1.1]

Asian stocks mixed after Wall Street dips on US data (independent.co.uk)

10h

[1.1]

FTSE 100 rises as miners offset BP and Shell losses on oil price drop (invezz.com)

1d 7h

Link Source (Portuguese)

[1.1]

FTSE 100 edges up as mining gains offset oil-driven energy losses (invezz.com)

1d 7h

Link Source (Dutch)

[1.1]

FTSE 100 rises 0.2% to 10,908 as London stocks gain (finanzen.net)

1d 2h

Link Source (German)

[1.1]

Japan stocks rise as investors await Nvidia earnings, US inflation data (economictimes.indiatimes.com)

1d 11h

[1.1]

London stocks fall as Middle East detente hits energy giants (fr.investing.com)

8h

Link Source (French)

[1.1]

European markets mixed as investors await Nvidia results, Fed symposium (lalibre.be)

1d 23h

Link Source (French)

[1.1]

Wall Street slips on Nvidia wait and US data; Dow falls 0.21% (infomoney.com.br)

14h

Link Source (Portuguese)

[1.0]

Japanese shares mixed as tech stocks diverge; Nikkei slips, Topix gains (business-standard.com)

4h

[1.0]

US stocks rise on oil, bond yield drop; Nvidia earnings in focus (interfax.ru)

1d 12h

Link Source (Russian)

[1.0]

US stocks drift lower after hot inflation report (ca.finance.yahoo.com)

19h

[1.0]

Wall Street slips as July inflation tops forecasts; Nvidia beats (newsbomb.gr)

18h

Link Source (Greek)

[1.0]

Wall Street futures flat ahead of Nvidia earnings and Fed inflation data (invezz.com)

1d 4h

Link Source (Swedish)

[1.0]

Wall Street slips as inflation stays hot (newsit.gr)

17h

Link Source (Greek)

[1.0]

FTSE 100 slips as Nvidia earnings loom; US inflation weighs (independent.co.uk)

23h

[1.0]

Wall Street Falls as Wall Street Falls as Rate Hike Concerns Rise on Wall Street (news.yahoo.co.jp)

19h

Link Source (Japanese)

[1.0]

Dow Falls 114 Points as U.S. Inflation Data Exceeds Forecasts (today.line.me)

12h

Link Source (Thai)

[1.0]

US Inflation Data Drags Wall Street Lower (naftemporiki.gr)

18h

Link Source (Greek)

[1.0]

Wall Street closes higher as oil prices fall, bond yields ease (iefimerida.gr)

1d 16h

Link Source (Greek)

[0.9]

FTSE 100 rises on cooling oil and strong data (independent.co.uk)

1d 23h

[0.9]

Nvidia outlook lifts South Korean chip stocks (aawsat.com)

11h

Link Source (Arabic)

[0.9]

Wall Street slips as inflation runs hot before Nvidia earnings (thestandard.com.hk)

16h

[0.8]

U.S. Stocks Slip as Inflation Runs Hotter Than Expected (newsmax.com)

19h

[0.6]

Wall Street closes lower after US inflation data (iefimerida.gr)

18h

Link Source (Greek)