New models use Intel and Qualcomm processors to support on-device AI
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New models use Intel and Qualcomm processors to support on-device AI
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2026. A copy of the letter is available to download here. In Q1 2026, the Sound Shore Fund Investor Class (SSHFX) and Institutional Class (SSHVX) declined 3.45% and 3.43%, respectively, compared to the S&P 500’s -4.33% return and […]
In recent weeks, Qualcomm has pushed further into AI and data centers, including securing a major hyperscaler customer for future data center processors, while also advancing on-device AI capabilities through products like Snapdragon-powered PCs and continued 5G and IoT development. At the same time, the company faces mixed analyst opinions, insider selling, and smartphone competition pressures, all contributing to sharp swings in sentiment as investors reassess how much its AI and data...
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...
Reported interest highlights the growing race for AI semiconductor assets
Chip Sector Shake-Up: Intel and Qualcomm Target AI Challenger Tenstorrent
The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...
CRUS leverages a $1.2B cash pile and zero debt to fuel diversification beyond smartphones, targeting new markets and long-term growth.
Wall Street futures were heading deeper into the red ahead of Tuesday's opening bell, as investors remained unconvinced about reports on the latest US-Iran diplomacy efforts. Futures tracking the Nasdaq 100 pointed to an 0.8% drop, while S&P 500 futures were down 0.4% and those for the...
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...
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...
Arm Holdings' vast software and hardware ecosystem strengthens its semiconductor moat, reinforcing dominance in smartphones and device computing.
Quarterly results reveal contrasting revenue paths for Meta and Snap, with notable differences in margins and recent hardware partnerships shaping the landscape
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.
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 […]
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.
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
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