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Taiwan Semiconductor has raised its global 2030 chip market forecast to $1.5 trillion from $1 trillion.

Counterpoint Research said the smartphone industry is rapidly shifting toward Agentic AI, with chipmakers and device makers racing to build smarter, context-aware AI experiences directly into smartphones. Qualcomm And MediaTek Intensify AI Smartphone Competition Counterpoint Research noted on Thursday that...

Trump Mobile has started delivering its long-delayed $499 T1 smartphones to customers after repeated postponements, while continuing to face questions over manufacturing claims and political scrutiny tied to the Trump-branded venture. Shipments Finally Begin After Delays The company confirmed Wednesday...

Qualcomm (NasdaqGS:QCOM) has started shipping data center processors to a major hyperscaler, marking its entry into large scale cloud infrastructure. The company reports record activity in its automotive segment, alongside progress in Internet of Things (IoT) products. Recent launches of AI focused Snapdragon platforms expand Qualcomm's portfolio beyond smartphones into broader computing use cases. Qualcomm is widely associated with smartphone chips, but its latest moves show a broader...

Stocks were mostly higher this week as investors were reminded that earnings are the signal; inflation and geopolitics is noise

The Pacer US Cash Cows 100 ETF (NYSEARCA:COWZ) and the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) sit on opposite ends of how quality gets defined in a large-cap portfolio. COWZ ranks the Russell 1000 by free cash flow yield and takes the top 100 names, a rules-based screen with no human override. GRNY ... GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next

Arm Holdings is facing an antitrust probe by the U.S. Federal ‌Trade Commission over the British chip designer's ‌licensing of its semiconductor technology, part of ongoing global scrutiny ​of the business, Bloomberg News reported on Friday. The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is ‌looking to assess ⁠if Arm will reject or downgrade the licensing agreements for its chip blueprints ⁠used to design central processing units, the report said, citing people familiar with the matter.

Arm Holdings' vast software and hardware ecosystem strengthens its semiconductor moat, reinforcing dominance in smartphones and device computing.

Shares of Qualcomm (QCOM) are pulling back this week after a massive post-earnings rally. The semiconductor rally slowed this week, with Qualcomm shares plunging more than 11% on May 12 and another 6% on May 14 amid broader risk-off sentiment sweeping through semiconductor stocks. This week’s ...

Qualcomm (NASDAQ:QCOM) has staged one of the most dramatic semiconductor rebounds of 2026, ripping 50.62% off its March trough in roughly a month. Yet Reddit sentiment remains negative, and Wall Street’s consensus price target sits well below current levels. Our model suggests bears are looking the wrong direction. Our 24/7 Wall St. Price Target for ... Qualcomm Bears Could Be Missing a Major Rebound

Quarterly results reveal contrasting revenue paths for Meta and Snap, with notable differences in margins and recent hardware partnerships shaping the landscape

Financial disclosures for US President Donald Trump showed hundreds of millions of dollars’ worth of transactions involving securities in major...

Financial disclosures for US President Donald Trump showed hundreds of millions of dollars' worth of transactions involving securities in major...

Financial disclosures for US President Donald Trump showed hundreds of millions of dollars’ worth of transactions involving securities in major...

Qualcomm (QCOM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Broadcom (AVGO) stock currently trades at $440, positioning it as a pivotal force in the global shift toward AI-driven infrastructure. At a 38.5x forward P/E based on 2026 earnings, the valuation appears rich compared to the average figure of 34.8x over recent quarters. However, shifting the lens to a three-year horizon through 2028 reveals a massive earnings power that the market is currently attempting to price in today.

A company with $503,000 in quarterly revenue is worth nearly $3 billion.

Wondering if QUALCOMM at around US$200 per share still offers value, or if most of the easy upside has already been priced in. The stock is down 1.2% over the last week, but up 50.6% over the past month and 34.2% over the last year. These moves can change how you think about both risk and opportunity. Recent headlines have focused on QUALCOMM's role in semiconductors and its position within broader technology themes. This coverage can influence how investors frame its long term prospects...

Cognex Corp. (NASDAQ:CGNX) is one of the unstoppable AI stocks to buy now. On May 5, Cognex launched the In-Sight 3900, a high-performance embedded AI vision system powered by Qualcomm Dragonwing platforms. Designed for high-speed production lines in sectors like automotive and electronics, the system performs complex inspections directly at the edge without requiring an […]

While record-breaking rallies in tech push the US market (^DJI, ^IXIC, ^GSPC) to new heights in 2026, are retail investors still as engaged with these market dynamics that come with these massive valuations? Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma comment on the latest trends in retail trading activity observed by JPMorgan.

President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year. Any thaw in that relationship, whether through tariff relief, eased chip export rules, or restored market access, would flow straight into the income statements ... 5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 7.6% in the afternoon session after a combination of strong fiscal second-quarter results, promising developments for its data center processors, and a favorable US-China tariff suspension fueled multiple analyst upgrades.

Calendar spreads are a versatile options strategy that allows traders to capitalize on time decay and changes in implied volatility.

Investors are watching chips, aerospace, agriculture and rare earths as Trump and Xi head into high-stakes talks.

Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis is warning that the “sizzling” semiconductor trade is at risk of cooling and could stall the broader US stocks rally. The iShares Semiconductor ... Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

The latest leg of a blistering Nvidia stock rally fueled fresh records for the S&P 500 and Nasdaq Wednesday, after Chief Executive Jensen Huang joined a high-stakes China summit that could determine the next phase of the global AI arms race. Shares of Nvidia rose 2.3%, their sixth consecutive day of gains. In a sign of the chip maker’s dominance over the market, Nvidia in intraday trading became the first company to reach a market capitalization of $5.5 trillion.

A larger total addressablea market may be a reason for optimism when it comes to Qualcomm.

Trump Mobile said on Wednesday it has begun shipping its long-delayed $499 T1 smartphones to customers, several months after the gold-colored ‌device was originally slated for release in August. The mobile venture, launched in June ‌last year by the Trump Organization under a trademark licensing arrangement, had pushed back the T1 phone's release ​first to October and later to this week, amid questions over the feasibility of manufacturing a low-cost smartphone in the United States. "Phones that were pre-ordered are starting to be delivered to customers this week," Trump Mobile CEO Pat O'Brien said in a statement to Reuters.

(Bloomberg) -- An upcoming meeting between US President Donald Trump and his Chinese counterpart Xi Jinping could be the next test for stocks that are clocking one record after the next. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboSome of the chief executives who are attendi

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 7, QUALCOMM Incorporated (NASDAQ:QCOM) unveiled two new Snapdragon mobile platforms to deliver advanced capabilities for next-generation smartphones. Snapdragon 6 Gen 5 is one of the platforms that will deliver capabilities with new in-series AI-powered […]