#semiconductors — FinScans

News ₿ Crypto

Sequans Communications Liquidates Final 314 BTC to Exit Crypto Strategy

September 24, 2026 (2 days ago)

Semiconductor firm Sequans Communications has fully unwound its Bitcoin treasury, selling its final 314 BTC as the company pivots away from its…

BTC SQNS

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News 📈 Stocks

Delos Data Raises $100M to Challenge Nvidia's AI Networking Moat

September 24, 2026 (2 days ago)

Delos Data's $100 million funding round targets the AI networking bottleneck, aiming to lower ecosystem friction and challenge Nvidia's integrated hardware dominance.

AMD NVDA

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Analyst 📈 Stocks

Rosenblatt Initiates SanDisk Coverage With $2,400 Target, Sees 36% Upside

September 24, 2026 (2 days ago)

Rosenblatt Securities projects 36% upside for SanDisk, betting that AI-driven demand for high-capacity, energy-efficient NAND storage will sustain the company's massive earnings…

SNDK KIOXY NVDA +2

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News 📈 Stocks

Alibaba Unveils Zhenwu V900 AI Chip to Challenge Nvidia in China Market

September 24, 2026 (2 days ago)

Alibaba's launch of the Zhenwu V900 accelerator signals a strategic shift toward vertical AI integration, threatening to permanently displace Nvidia's hardware dominance…

BABA NVDA

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News 📈 Stocks

Meta Targets 20% Upside as Custom AI Chips and Subscriptions Scale

September 24, 2026 (2 days ago)

Meta's push into custom AI chips and the Meta One subscription service provides a concrete path to monetization, with analysts projecting significant…

META AVGO NVDA +2

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News 📈 Stocks

AMD Rallies 190% in 2026, but Nvidia Remains the Superior Value Play

September 24, 2026 (2 days ago)

While AMD's 190% rally highlights investor enthusiasm for its Helios AI system, Nvidia's superior growth and lower forward P/E make it the…

NVDA AMD SPX

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News 📈 Stocks

SOXX vs. IYW: Comparing Semiconductor Pure-Play and Broad Tech ETFs

September 24, 2026 (2 days ago)

Investors choosing between SOXX and IYW must balance the high-growth, high-volatility profile of semiconductor pure-plays against the diversified, multi-sector approach of broad…

SOXX IYW NVDA +4

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News 📈 Stocks

Arm Holdings Rallies 17% as AI Agent Demand Drives Data Center CPU Shift

September 24, 2026 (2 days ago)

Arm Holdings shares jumped 17% as Meta's Muse agent launch underscored the critical need for high-efficiency CPUs in AI data centers, lifting…

ARM META INTC +3

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News 📈 Stocks

Dell, Lam Research, and Sandisk Poised to Outperform Palantir Over 5 Years

September 24, 2026 (2 days ago)

High valuation multiples at Palantir may cap long-term gains, creating an opening for Dell, Lam Research, and Sandisk to outperform based on…

DELL LRCX SNDK +1

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News 📈 Stocks

AMD Hits $1 Trillion Valuation as Data Center Revenue Surges 100% YOY

September 24, 2026 (2 days ago)

AMD crosses the $1 trillion market cap threshold as record enterprise demand and a planned 10% price hike signal a durable shift…

AMD NVDA ORCL +1

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News 📈 Stocks

Lumentum, Aehr, and Navitas Target Triple-Digit Revenue Growth in AI Push

September 24, 2026 (3 days ago)

Chip-sector players Lumentum, Aehr, and Navitas are banking on AI-driven expansion to triple revenues by 2029, though significant risks regarding customer concentration…

AEHR LITE NVTS

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News 📈 Stocks

AMD Surges 187% YTD as Agentic AI Drives $1 Trillion Market Cap Milestone

September 24, 2026 (3 days ago)

AMD hits a $1 trillion valuation as the shift toward autonomous agentic AI workflows drives massive demand for its EPYC server CPUs,…

AMD NVDA META +1

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