SMH3.L is trading at $15.69 (+7.06%) after NVIDIA revenue beat and stronger AI-chip outlook.
- NVIDIA reported fiscal Q2 2027 revenue of $96.22 billion, exceeding expectations, and forecast approximately $108 billion for the next quarter.
- NVIDIA shares rose 4.7% after hours, lifting other AI and semiconductor stocks and supporting leveraged sector exposure.
- Recovery buying followed the August 24–25 semiconductor selloff, while persistent inflation and Jackson Hole rate uncertainty may limit follow-through.