AI Semiconductor Cycle Expansion and Big Tech Earnings Momentum
테크주 | Mon Aug 03 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 sources
Strong earnings and new growth drivers across the AI semiconductor chain including Nvidia, AMD, Arm, and Lam Research.
Analysis
[Lam Research] posted record earnings and strong guidance driven by AI demand [4]
- Recorded all-time high semiconductor equipment revenue
- Fiscal 2026 revenue of $23.2 billion
- up 26% year-over-year
- September quarter revenue guidance of $8.1 billion
- implying 21% additional growth
- $10
- 000 invested 10 years ago now worth approximately $320
- 000
[Nvidia] ramped up Vera Rubin platform and entered new markets with Vera CPU [6][8]
- Expanding production of next-generation Vera Rubin platform
- Maintains 86% share of GPU data center market
- Fiscal 2027 Q1 revenue up 85% to $81.6 billion
- Vera CPU delivers 50% better AI agent performance versus x86
[Arm Holdings] entered server CPU market and secured $2 billion backlog [2][7]
- First move into manufacturing its own physical chips (Arm AGI CPU unveiled in March)
- Increased confidence in exceeding $1 billion in fiscal 2028 server CPU revenue
- Backlog surpassed $2 billion
- Fiscal Q1 revenue up 22% to $1.29 billion
[AMD] highlighted server CPU momentum ahead of earnings release [1][7][9]
- Earnings release scheduled for August 4
- Server CPUs emerging as share price catalyst
- Nvidia and AMD jointly project server CPU market to reach $220 billion
- Named alongside Sandisk as a semiconductor earnings momentum stock
[CuspAI] emerged as $2.6 billion AI materials startup with Bezos, Nvidia, and Meta participation [3]
- Raised $450 million at $2.6 billion valuation
- Bezos Expeditions
- Nvidia
- AMD
- and Meta participate as partners
- Exploring substitute materials for gallium
- iridium
- and tantalum used in AI semiconductors
- Generative AI materials science market projected to grow over 24% annually
[Alphabet, Micron, Nebius] re-emerged as promising picks as AI stock margin unwind stabilized [5]
- Over 3% of Korean adults received margin calls in July
- with 500% leverage liquidated
- Alphabet cloud grew 82%
- Gemini App MAU reached 950 million
- Micron trades at 5.6x forward P/E
- undervalued
- Nebius plunged due to Aschenbrenner portfolio liquidation
Sources
- [1] How Server CPUs Could Give AMD Stock a Big Boost After August 4 - Yahoo Finance
- [2] A $2 Billion Reason to Buy Arm Holdings Stock Now - Yahoo Finance
- [3] Jeff Bezos Backed a $2.6 Billion AI Startup That's Partnering With Nvidia and Meta on New Chip Materials - The Motley Fool
- [4] What a $10,000 Investment in Lam Research 10 Years Ago Would Be Worth Today - The Motley Fool
- [5] 3 AI Stocks to Buy as the Margin Unwind Calms Down - The Motley Fool
- [6] What Nvidia Could Be Worth on a $1,000 Investment if History Repeats Itself - The Motley Fool
- [7] Is Arm Holdings Stock a Buy on the Bullish CPU Outlook? - The Motley Fool
- [8] Oracle and Nvidia Shares Have Plunged Over the Past 3 Months. Is It Time to Cut These Tech Stocks Loose? - The Motley Fool
- [9] AMD and Sandisk are two of the big chip stocks with earnings momentum in the new week - CNBC Investing