#semiconductors

📰News 📈 Stocks

AMD Stock Poised to Outperform Nvidia Over Next 3 Years on AI Growth

September 10, 2026 (17 days ago)

AMD's rapid data center revenue growth and competitive new AI hardware position the chipmaker to potentially outpace Nvidia's stock performance over the…

AMD NVDA

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📰News 📈 Stocks

Broadcom AI Chip Revenue Surges 221% as 2028 Projections Hit $230 Billion

September 10, 2026 (17 days ago)

Broadcom's AI semiconductor revenue is set to double to $230 billion by 2028, driven by custom chip partnerships with tech giants like…

AVGO GOOGL META +1

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📰News 📈 Stocks

Apple Prepares for iPhone Launch Amidst Global Memory Chip Shortage

September 10, 2026 (17 days ago)

Apple gears up for its 'Surprise and Shine' event while battling memory chip inflation that has constrained production and pressured profit margins…

AAPL MU SKHY +2

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📰News 📈 Stocks

Nvidia Targets $20B Server CPU Market, Pressuring Intel and AMD Shares

September 10, 2026 (17 days ago)

Nvidia’s entry into the server CPU market with its Vera chip threatens to erode the market share of incumbents Intel and AMD…

NVDA AMD INTC

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📰News 📈 Stocks

NVIDIA CEO Projects $4 Trillion AI Infrastructure Boom by 2030

September 10, 2026 (17 days ago)

Jensen Huang expects AI infrastructure spending to hit $4 trillion by 2030, with NVIDIA maintaining a 70% annual revenue growth target as…

NVDA

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📰News 📈 Stocks

Skyworks and Qorvo Rally 10% and 6% on China Regulatory Progress

September 10, 2026 (17 days ago)

Skyworks and Qorvo shares climbed on optimism surrounding their pending merger, decoupling from a broader semiconductor sell-off as investors price in a…

SOXX QQQ

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📰News 📈 Stocks — 📊 Neutral

Credo Technology Reports 115% Revenue Growth Amid Rising Operating Expenses

September 10, 2026 (17 days ago)

Credo Technology posts strong revenue growth of 115% but faces margin pressure and rising expenses as it integrates the DustPhotonics acquisition.

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📰News 📈 Stocks

AMD Shares Surge 143% YTD as Data Center Growth Challenges NVIDIA Dominance

September 10, 2026 (17 days ago)

AMD's 143% YTD rally and surging EPS estimates signal a narrowing gap with NVIDIA, as the market bets on AMD's data center…

AMD NVDA

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📰News 📈 Stocks

NVIDIA and Palantir Launch AI Supply Chain Stack to Ease Vera Rubin Constraints

September 10, 2026 (17 days ago)

NVIDIA adopts Palantir's AI stack to manage its Vera Rubin supply chain, aiming to mitigate production bottlenecks through 2028 while Wall Street…

NVDA PLTR

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📰News 📈 Stocks

Global Wafer Equipment Spending to Hit Record $135.2 Billion by 2026

September 10, 2026 (17 days ago)

Semiconductor equipment spending is set to reach $135.2 billion in 2026, with Lam Research, KLA, and ASML positioned as primary beneficiaries of…

LRCX ASML

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📰News 📈 Stocks

TSMC Revenue Surges 53% in August as Capacity Constraints Persist

September 10, 2026 (17 days ago)

TSMC's August revenue growth of 53.3% signals accelerating demand for advanced nodes, even as the company struggles to meet orders due to…

TSM

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📰News 📈 Stocks

Broadcom AI Revenue Surges 221% as Management Targets $30 EPS by 2028

September 10, 2026 (17 days ago)

Broadcom's AI segment growth and strong free cash flow position the company to hit $30 EPS by 2028, even as the firm…

AVGO

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