NVIDIA's Record Quarter Confirms Chipmakers Are Winning the AI Boom
- Posted on August 30, 2026
- By International Business Times
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- 1 min read
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NVIDIA's Record Quarter Confirms Chipmakers Are Winning the AI Boom
NVIDIA earnings 2026 confirm a structural shift: semiconductor stocks are dramatically outperforming Big Tech as AI spending flows to hardware makers. Micron is up 220%, Marvell up 185%, while the Magnificent Seven ETF gains just 4%. NVIDIA's record $96.2 billion quarter and Vera CPU delivery to
