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The chipmaker's premium valuation melts away when you look at what analysts expect it to earn, but that discount depends entirely on the growth arriving.

Taiwanese memory chipmaker Nanya Technology said on Friday it plans capital spending of more than ‌T$200 billion ($6.2 billion) next year, roughly four times this year's figure, ‌amid soaring demand for memory chips as it rides an AI boom. President Pei-Ing Lee told ​an online press briefing that the preliminary expenditure plan aims to help ramp up spending on a new plant, although the budget has yet to receive board approval. Lee was speaking after Nanya reported unaudited second-quarter revenue of ‌T$82.55 billion, up 684% from ⁠a year earlier.

nLight (LASR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

In late June 2026, QUALCOMM was removed from several Russell growth and defensive indices even as it announced a partnership with Scam.ai to power Halo, an on-device deepfake detection model optimized for Qualcomm-based PCs and launched at Computex 2026. This combination of index exclusion and expansion into on-device AI security highlights how QUALCOMM is being reshaped by both mechanical fund flows and its push beyond smartphones into AI-focused platforms. We’ll now examine how QUALCOMM’s...

By Exec Edge Editorial Staff AZA Law Firm opened its Dallas office at the Trammell Crow Center on January 1, 2026. The launch ended 32 years of Houston-only practice. Six months in, the office is tracking the public timeline managing partner John Zavitsanos set when the lease was signed: from five lawyers at launch to […] The post Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan appeared first on ExecEdge.

QCOM's automotive revenues hit a record as Snapdragon Digital Chassis adoption accelerates. Can next-gen platforms sustain its top-line growth?

During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.

Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.

VSH's sharp sell-off may offer a buy-the-dip opportunity as demand, backlog, margins and the Vishay 3.0 strategy point to improving fundamentals.

The secret to the memory chip maker's epic run lay hidden in plain sight: a simple piece of math the market completely overlooked.

A semiconductor giant has fallen back to a price floor that has held firm four times before, forcing investors to decide if its explosive new growth is strong enough to support it again.

The stock's history in downturns reveals a pattern of amplified losses that every shareholder should understand before the next one hits.

The chipmaker's business is accelerating, but its stock just hit a patch of turbulence. Here's how to think through the opportunity.

For three years, the AI rally left Qualcomm behind.

Our Qualcomm (NASDAQ:QCOM) 24/7 Wall St. price target points to $258.16 over the next 12 months, implying 41.1% upside from the $182.97 close on July 7, 2026. Our recommendation is buy, with a model confidence level of 90%. After a sharp June pullback, Qualcomm’s data center pivot and automotive strength look under-priced. Metric Value Current ... Qualcomm’s Next Rally May Be Closer Than Investors Think

Investors don't have to own just chip stocks to benefit from the AI boom.

Qualcomm is expanding beyond mobile chips with an AI infrastructure strategy spanning data centers, connectivity and custom silicon despite a sector pullback.

Qualcomm just announced a major foray into the AI industry, but the broader semiconductor space is under pressure.

AI Stocks Tumble as Middle East Fears Rattle Wall Street

NVDA, AVGO and QCOM slid in 1H 2026 as AI focus broadened, but product roadmaps, diversification and estimates point to potential 2H strength.

QUALCOMM’s share price has climbed over the past few years, yet the valuation picture is more balanced, with the Discounted Cash Flow (DCF) estimate suggesting the stock is roughly in line with its intrinsic value while earnings-based multiples screen it as undervalued. QUALCOMM has returned 67.1% over the last 3 years, which puts recent weakness into context for investors looking at the longer trend. Excitement around QUALCOMM’s push into AI related chips and partnerships can support...

Qualcomm (QCOM) closed at $182.97 in the latest trading session, marking a -1.88% move from the prior day.

QUALCOMM (QCOM) has just been removed from several Russell growth and defensive indices, a mechanical shift that can affect passive fund flows and how the stock is grouped alongside other semiconductor and AI companies. See our latest analysis for QUALCOMM. QUALCOMM’s latest index removals come after a strong run, with the stock posting a 50.30% 90 day share price return but giving back some ground with a 13.64% 30 day share price decline, while the 1 year total shareholder return stands at...

The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet segment, Steve Grasso, Warren Pies, and Doug Boneparth all zeroed in on the same signal. Samsung posted blowout earnings yet its stock fell ... Chip Stocks Just Flashed a Warning Even Wall Street’s Bulls Can’t Ignore

Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea’s KOSPI index. During CNBC’s Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for ... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors

The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence ... This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC

The Pacer US Cash Cows 100 ETF (CBOE:COWZ) is having a solid 2026, up 6.4% year to date and 14.81% over the past year through July 6. Yet a fund built expressly to own America’s biggest cash machines holds zero shares of Apple, arguably the most famous cash generator on the planet. That contradiction is ... Up 14.81% in a Year, COWZ Proves You Don’t Need Apple

High flash-memory prices and tough competition could prevent QCOM stock from generating good returns for investors.

QUALCOMM is set to release its fiscal Q3 earnings this month, while analysts project a significant decline in EPS.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...