coin-img-ETHETH+1.39%coin-img-BTCBTC+1.15%coin-img-SOLSOL+1.35%coin-img-XRPXRP+0.37%coin-img-HYPEHYPE+0.74%coin-img-FONEFONE+31.90%coin-img-RIOARIOA-59.80%coin-img-USDCUSDC+0.01%coin-img-ETHETH+1.39%coin-img-BTCBTC+1.15%coin-img-SOLSOL+1.35%coin-img-XRPXRP+0.37%coin-img-HYPEHYPE+0.74%coin-img-FONEFONE+31.90%coin-img-RIOARIOA-59.80%coin-img-USDCUSDC+0.01%coin-img-ETHETH+1.39%coin-img-BTCBTC+1.15%coin-img-SOLSOL+1.35%coin-img-XRPXRP+0.37%coin-img-HYPEHYPE+0.74%coin-img-FONEFONE+31.90%coin-img-RIOARIOA-59.80%coin-img-USDCUSDC+0.01%coin-img-ETHETH+1.39%coin-img-BTCBTC+1.15%coin-img-SOLSOL+1.35%coin-img-XRPXRP+0.37%coin-img-HYPEHYPE+0.74%coin-img-FONEFONE+31.90%coin-img-RIOARIOA-59.80%coin-img-USDCUSDC+0.01%
user-avatar
International Business Times

NVIDIA posts record $96.2 billion quarter as chip stocks surge past Big Tech in 2026

AI Market Summary
NVIDIA's record $96.2B quarter and $108B next-quarter guide reinforce that AI infrastructure spending is translating into outsized hardware revenues, with data center sales up 117% YoY and margins holding at 75%. The narrative strengthens a market rotation toward semiconductor and memory supply-chain beneficiaries, supported by structural HBM/advanced-packaging bottlenecks and a proposed $500B third-party financing framework that could extend AI capex beyond hyperscaler balance sheets.
Impact level
● High
Affected assets
NCSKNVDA2USD/USDT+0.04%
AI Insight · NCSKNVDA2USD/USDTAI Insight
▲ Bullish
Trade now
⚠️ AI-generated insights are based on news content and are provided for informational purposes only. They do not constitute investment advice or represent the views of BingX. Investing involves risk. Please trade responsibly.
NVIDIA reported $96.2 billion in quarterly revenue, a record for the semiconductor industry, with its data center unit delivering $89 billion, up 117% year over year. Persistent demand for AI hardware has helped semiconductor stocks outperform large-cap tech in 2026, with Marvell Technology up 185% and Micron Technology up 220%. A semiconductor-focused ETF has risen more than 70% this year, while an ETF tracking the “Magnificent Seven” has gained 4%.
Disclaimer: The content above is only the author's opinion and does not represent BingX’s stance. It shall not be construed as investment advice from BingX. For details, refer to the Terms and Conditions.
Stocks

Risk Warning

Cryptocurrencies and their derivatives are innovative financial products with great volatility and high investment risks.

Although BingX is committed to providing users with easy-to-use trading tools, trading itself is still a highly sophisticated field. Trading digital assets and their derivatives are subject to high market risk and price volatility and may result in partial or total loss of account funds. You must carefully consider and exercise clear judgment to evaluate your financial situation and the aforementioned risks before using BingX Services. You shall be responsible for all losses arising therefrom. If necessary, please consult relevant professionals to make informed decisions before investing. By accessing, downloading, using or clicking on "I agree" to accept any BingX Services provided by BingX, you agree that you have read, understood and accepted all of the terms and conditions stipulated in BingX Terms of Use as well as our Privacy Policy.


Trading by copying or replicating the trades of other traders involves a high level of risks, even when copying or replicating the top-performing traders. Past performance of a BingX community member is not a reliable indicator of his future performance. Content on BingX's trading platform is generated by members of its community and does not contain advice or recommendations by or on behalf of BingX.