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Has Revenue Acceleration Potential in 2027, 2028, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256117","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256117?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:19","pubTimestamp":1790608758,"startTime":"0","endTime":"0","summary":"Marvell Technology  is one of the few semiconductor stocks with revenue acceleration potential in 2027 and 2028, RBC said in a Sunday preview note ahead of its investor day event on Oct. 6.Marvell is expected to provide more detail on how much revenue its custom program with Alphabet's  could generate, RBC analysts said. They believe that the company is currently shipping custom CXL silicon to Google, with projected revenue of $1 billion for 2028.\"We expect initial revenue ramps starting in late CY27 and expect management to raise its CY28  AI revenue forecast by at least $2B from the prior $10B+,\" the analysts said.They also expect Marvell to slightly increase revenue contribution from Microsoft  XPU programs in fiscal 2028.Further, Marvell could present 2030 targets for data center total addressable market and market share targets, the note said.\"We are leaving our estimates unchanged but continue to like the story given >50% revenue growth potential for the next 2-3 years,\" the 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Inc Stock (QCOM) Moved Down by 6.30% on Sep 28: What Signal Does It Send?","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256207","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256207?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:15","pubTimestamp":1790608527,"startTime":"0","endTime":"0","summary":"• Qualcomm shares retreated due to profit-taking and a sell-the-news reaction.\n• Supply chain uncertainties and insider stock sales added downside pressure.\n• The company reported an annual revenue of 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(SMCI.US) falling nearly 5%, Dell Technologies Inc. (DELL.US) dropping close to 4%, and Hewlett Packard Enterprise...","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1046421795.USD","LU1804176565.USD","LU2265009873.SGD","LU0345770308.USD","LU1235294995.USD","WLDR","LU2065169927.USD","FXL","LU1823568750.SGD","LU2065170008.USD","LU0976567544.SGD","DELL","BK4588","LU0211326839.USD","DLLL","BK4535","LU0128525689.USD","BK4170","LU2065171402.SGD","LU0345770993.USD","LU0310800965.SGD","LU1267930227.SGD","LU0267386448.USD","BK4585","BK4515","LU0496365809.HKD","LU0052756011.USD","LU2065171311.SGD","BK4543","LU0211326755.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670256985","title":"Philadelphia Semiconductor Index Drops Over 3% and Micron Falls Over 4% as OpenAI Model Training Pause Sparks AI Hardware Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256985","media":"TradingKey","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256985?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:08","pubTimestamp":1790608104,"startTime":"0","endTime":"0","summary":"On September 28 Eastern Time, the three major US stock indexes fell across the board, with the Nasdaq Composite Index dropping over 1% and the Philadelphia Semiconductor Index falling more than 3%. At the sector level, AI hardware stocks plummeted, with chip, memory, and optical communications stocks all suffering sell-offs. Among them, SK Hynix (SKHY) fell 6.20%, SanDisk (SNDK) dropped 6.05%, and Micron Technology (MU) slid 4.22%. Qualcomm (QCOM) fell 6.71%, Intel (INTC) dropped 6.18%, AMD (AMD) slid 5.37%, Marvell Technology (MRVL) declined 4.81%, and Corning (GLW) fell 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