#semiconductors — FinScans

News 📈 Stocks

Qualcomm Targets $5B Data Center Revenue as Apple Modem Revenue Slips

September 12, 2026 (15 days ago)

Qualcomm pivots to AI data center infrastructure with Amazon to replace lost Apple modem revenue, though execution risks and margin pressure weigh…

QCOM AMZN AAPL +4

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News 📈 Stocks

Nvidia Shares Rally as CEO Huang Forecasts $4 Trillion AI Market by 2030

September 12, 2026 (15 days ago)

Nvidia beats quarterly earnings estimates and raises fiscal growth forecasts as CEO Jensen Huang highlights persistent supply constraints and massive long-term AI…

NVDA CRWV

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News 🌐 Macro

Investors Pivot to Gold, Bitcoin, and Water ETFs Amid Market Volatility

September 12, 2026 (15 days ago)

Market experts are reevaluating traditional investment strategies, highlighting opportunities in South Korean tech, water infrastructure, and inflation-hedging assets like gold and Bitcoin.

BTC/USD XAU/USD 000660.KS +3

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News 📈 Stocks

Nvidia and Broadcom Poised for 2027 Rally on AI Infrastructure Growth

September 12, 2026 (15 days ago)

Nvidia and Broadcom are identified as top 2027 AI picks, with projected revenue growth and new hardware architectures expected to trigger a…

NVDA AVGO

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News 📈 Stocks

Enflame Shares Surge 234% in Shanghai Debut, Challenging Nvidia in China

September 12, 2026 (15 days ago)

Enflame's 234% IPO surge highlights China's aggressive push for domestic AI hardware, putting pressure on Nvidia's market dominance as local startups gain…

NVDA

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News 📈 Stocks

Nvidia Posts $96.22B Revenue as CEO Forecasts 70% Growth for Fiscal 2028

September 12, 2026 (15 days ago)

Nvidia crushed fiscal Q2 estimates and raised forward guidance, with CEO Jensen Huang projecting 70% sales growth next year driven by strong…

NVDA

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News 📈 Stocks

Enflame Technology Shares Surge 223% in Shanghai IPO Debut

September 12, 2026 (15 days ago)

Tencent-backed Enflame Technology soared 223% in its Shanghai IPO, signaling strong investor appetite for domestic AI hardware as local firms look to…

NVDA TCEHY

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News 📈 Stocks

Micron Shares Dip 19% From Peak as AI Memory Demand Outlook Remains Robust

September 12, 2026 (15 days ago)

Micron Technology faces a valuation reset after a parabolic rally, yet long-term prospects remain supported by structural demand for high-bandwidth memory in…

MU

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News 📈 Stocks

Credo Technology CTO Chi Fung Cheng Sells 3,790 Shares Following Earnings Dip

September 12, 2026 (15 days ago)

Credo Technology CTO Chi Fung Cheng offloaded 3,790 shares after a post-earnings stock decline, though he retains a $1 billion stake in…

CRDO

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News 📈 Stocks

Nvidia Revenue Hits $96 Billion as Vera Rubin Platform Drives Growth

September 12, 2026 (15 days ago)

Nvidia's revenue growth remains robust at 106% year-over-year, supported by the launch of the Vera Rubin platform and strong demand from enterprise…

NVDA

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News 📈 Stocks

Nvidia Shares Slip Below 20-Day Moving Average Amid DOJ Groq Probe

September 12, 2026 (15 days ago)

Nvidia shares dipped as the DOJ probes the company's $17 billion Groq partnership for potential antitrust violations, raising concerns over future expansion…

NVDA

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News 📈 Stocks

Nvidia vs. AMD: Comparing AI Chip Leaders in 2026 Market Landscape

September 12, 2026 (15 days ago)

Nvidia and AMD remain the primary players in the AI chip sector, with Nvidia leading in profitability and ecosystem depth while AMD…

NVDA AMD

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