🟢 MACOM is trading 4.1% up today after Nvidia’s stronger-than-expected earnings

MACOM is trading 4.1% up at $283.89 after Nvidia’s stronger-than-expected August 26 earnings renewed optimism about AI infrastructure demand.

• Nvidia reported $96.2 billion in quarterly revenue, up 106% year over year, and issued strong forward guidance, lifting related semiconductor stocks.
• No fresh MACOM-specific announcement was identified on August 27; the move appears primarily sector-driven alongside broader Nasdaq strength.