Cadence Design Systems (NASDAQ:CDNS) delivered another strong quarter, reinforcing its position as one of the biggest beneficiaries of the AI semiconductor investment cycle that combines strong recurring revenue, industry-leading technology and exposure to multiple long-term growth themes. Better-than-expected earnings, higher full-year guidance and continued demand from leading chip designers such as Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AND), … Continue reading Cadence Q2 2026: AI chip boom keeps growth engine running, but valuation leaves little room for error