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NVIDIA earnings and AMD market share drive semiconductor sector focus
Global financial markets are closely monitoring NVIDIA's upcoming second-quarter earnings report, which is viewed as a critical indicator for the artificial intelligence investment cycle. Analysts expect revenue to reach between $91 billion and $92.2 billion, representing a near doubling year-on-year. Investors are also focused on guidance for the third quarter and the potential growth of the next-generation Vera Rubin and Blackwell platforms.
In the semiconductor sector, AMD has received a significant boost, with Raymond James upgrading the company to a “Strong Buy” and raising its price target to $641. This upgrade is driven by expectations of a massive boom in the server-CPU market, projected to reach $201 billion by 2030. AMD has also seen gains in market share, reaching a record 30.3 percent in the PC market and 46.4 percent in the server-CPU segment, while Intel's x86-CPU market share has fallen below 70 percent for the first time since 1995.
Market sentiment remains mixed as investors weigh high AI valuations against robust demand. While technology stocks in Asia and Europe have shown signs of stabilization, NVIDIA's stock recently experienced its longest losing streak since 2022. The results are expected to influence not only chipmakers but also the broader supply chain, including companies like TSMC and ASML.
Entities
ABB · AMD · Intel · Jensen Huang · Nestlé · Nvidia · Raymond James · Roche · SIX Swiss Exchange · Swiss Leader Index · Swiss Market Index · Swiss Re
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 2 SOURCES] Roche holds the largest market capitalization in the SLI at 319.438 billion euros.
- [● 2 SOURCES] The Swiss Leader Index (SLI) rose by approximately 0.17 to 0.19 percent by midday on August 24, 2026.
- [● 2 SOURCES] Swiss Re is estimated to have the lowest price-to-earnings (P/E) ratio in the SLI for 2026 at 10.40.
- [● 2 SOURCES] Roche and Sandoz were among the declining stocks in the SLI.
- [● 2 SOURCES] UBS recorded the highest trading volume within the SLI.
- [● 2 SOURCES] Richemont and Helvetia Baloise were among the strongest performing stocks in the SLI.
- [● 2 SOURCES] Raymond James upgraded AMD to 'Strong Buy' and raised its price target from 565 to 641 dollars. www.kapitalmarktexperten.de · www.finanzen100.de
- [○ 1 SOURCE] AMD achieved a server-CPU market share of 46.4 percent. www.kapitalmarktexperten.de
- [○ 1 SOURCE] TSMC's July revenue reached 467.58 billion TWD, a year-on-year increase of 44.7 percent. www.thehubnews.net
- [○ 1 SOURCE] TSMC revised its 2026 capital expenditure guidance to between 60 billion and 64 billion dollars. www.thehubnews.net
- [● 2 SOURCES] Analysts expect NVIDIA's second-quarter revenue to reach approximately 91 to 92 billion dollars. www.ad-hoc-news.de
- [○ 1 SOURCE] Intel's x86-CPU market share fell below 70 percent in the second quarter of 2026 for the first time since 1995. www.kapitalmarktexperten.de