#semiconductors — FinScans

News 📈 Stocks

Qualcomm Secures AWS Partnership Targeting $60 Billion in Server Chip Sales

September 11, 2026 (16 days ago)

Qualcomm shares climbed 3% as a new AWS partnership validates its data center ambitions, though the $60 billion revenue target remains contingent…

QCOM NVDA

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Broadcom Emerges as Primary AI Rival to Nvidia as Custom Chip Demand Surges

September 11, 2026 (16 days ago)

Broadcom's custom AI chip business is outpacing traditional GPU competitors, with revenue projected to reach $230 billion by 2028 as hyperscalers prioritize…

AVGO NVDA AMD +2

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AXTQ Inverse ETF Risks Daily Compounding Decay and Total Wipeout Potential

September 11, 2026 (16 days ago)

Investors using AXTQ to bet against AXTI face structural decay and extreme volatility risks, making it unsuitable for long-term positions compared to…

AXTQ AXTI

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NVIDIA Outpaces Marvell as AI Chip Makers Diverge on Margin and Valuation

September 11, 2026 (16 days ago)

NVIDIA leads on valuation and margins while Marvell struggles with timing concerns for its custom silicon programs, leading to a divergence in…

NVDA MRVL

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Broadcom Projects $230 Billion AI Revenue by 2028, Targeting $900 Share Price

September 11, 2026 (16 days ago)

Broadcom anticipates a massive surge in AI semiconductor revenue to $230 billion by 2028, supported by key partnerships with Alphabet and Meta,…

AVGO GOOGL META

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Broadcom AI Revenue Hits Record $58B Forecast as Custom Chips Outpace GPUs

September 11, 2026 (16 days ago)

Broadcom's AI semiconductor revenue tripled to $16.7 billion in Q3, with the company raising its 2026 outlook to $58 billion as custom…

AVGO GOOGL META +1

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Qualcomm Targets $15B Data Center Revenue to Outperform AI Chip Peers

September 11, 2026 (16 days ago)

Qualcomm aims to challenge AI semiconductor leaders Nvidia, AMD, and Broadcom by leveraging new hyperscaler partnerships to drive a projected 124% upside…

QCOM NVDA AMD +3

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Apple Drops Intel Support as Q3 Revenue Hits Record $109.4 Billion

September 11, 2026 (16 days ago)

Apple's move to phase out Intel support in macOS apps underscores its completed silicon transition, as the company posts record $109.4 billion…

AAPL INTC

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Nvidia CEO Jensen Huang Refutes Michael Burry's Bearish GPU Lifespan Claims

September 11, 2026 (16 days ago)

Nvidia CEO Jensen Huang counters Michael Burry's claims of inflated GPU lifespans, citing robust rental demand for older chips as evidence that…

NVDA

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Intel Stock Faces Pressure as Investors Await Government Stake Sale

September 11, 2026 (16 days ago)

Intel's fundamental business shows recovery, but the stock remains pressured by uncertainty surrounding a potential government share divestment.

INTC

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Qualcomm Shares Rally 3.2% on $60B Amazon AI Data Center Partnership

September 11, 2026 (16 days ago)

Qualcomm secures a major AI infrastructure deal with Amazon, aiming to diversify revenue beyond smartphones and offset headwinds from its Apple modem…

QCOM AMZN AAPL

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NVDA Trades at 45x Forward Multiple as AGI Narrative Faces Skepticism

September 11, 2026 (16 days ago)

NVIDIA's premium valuation faces headwinds as analysts question the sustainability of the AGI narrative and the legal liabilities surrounding autonomous AI agent…

NVDA

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