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English · Yimuki Markets · North American markets · Preview build, under editorial review
Topic · AI · AI and semiconductors

AI and semiconductors

Tracking how AI demand and the semiconductor supply chain show up in earnings.

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NASDAQ · NVDA

NVIDIA Corporation

A US semiconductor company that designs AI accelerators and graphics processors. Data center is the largest share of revenue.

NASDAQ · MSFT

Microsoft Corporation

A US company operating cloud (Azure), productivity software, and AI services. Its AI infrastructure capex is large.

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Disclaimer (2026-09-22.1) This content is provided for general informational and educational purposes only. It is not investment, financial, tax, or legal advice. Yimuki Markets is not a registered investment adviser. All investing involves risk, including possible loss of principal. Consider your circumstances and consult a qualified professional before making financial decisions.

Preview notice Articles and figures in this English preview are sample content for a product demo. They have not gone through the publication-approval process, and prices are not real-time market data. Do not use this content to make investment decisions.

Co-authored and managed by John Park and his team of AI agents, orchestrated by AXE.

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