News

MSFT expands its new Surface rollout to Thailand as AI-focused upgrades aim to lift premium hardware appeal amid ongoing device business headwinds.

The company is using custom silicon to run AI features directly on devices such as Echo Show and Fire TV.

Texas Instruments' 52% surge is backed by AI infrastructure demand, data center growth, internal manufacturing plans and strong cash generation.

Intel's AI PC, networking and foundry advances, plus rising earnings estimates and a lower valuation, are fueling its strong industry outperformance.

QUALCOMM (NasdaqGS:QCOM) has been removed from multiple Russell growth and value indices. The index changes follow a period of AI related announcements, infrastructure launches, partnerships, acquisitions and new revenue targets. The adjustments affect how the stock is represented in prominent benchmarks that many passive funds track. For investors watching QUALCOMM, the index removals arrive just after a busy stretch of AI focused updates that aim to expand the business beyond its...

Federal Reserve Chair Kevin Warsh said inflation risks have come down.

Elon Musk has denied a Wall Street Journal report that SpaceX showcased a prototype handset-like artificial intelligence device to investors that would use Qualcomm’s (QCOM) Snapdragon processor.

SpaceX stock fell about 7% after Elon Musk called a Wall Street Journal report of an AI device prototype utterly false.

Investing.com -- Fresh off its historic debut on the public markets, Elon Musk’s SpaceX is keeping the momentum going. The newly public aerospace and tech giant has reportedly showcased a prototype AI-interaction device to investors. The hardware, described as sleeker and thinner than an Apple iPhone, marks an ambitious consumer tech play for the company. SpaceX presented the prototype to key stakeholders and institutional investors in a series of private meetings, according to a report from the

The company's growth outlook is impressive, but a huge piece of its future depends on the flawless execution of one specific, high-concentration bet.

In the latest trading session, Qualcomm (QCOM) closed at $184.79, marking a -2.08% move from the previous day.

Qualcomm, which just a few years ago had no data-center revenue, intends to generate $15 billion in data-center sales by 2029.

Bernstein has reiterated its "Outperform" rating on Nvidia, citing the company's role as the "brain" of the robotics industry.

Beyond surging demand, the stock’s incredible run was powered by a new kind of deal designed to kill the company’s cyclical curse.

AMAT has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rallied nearly 200% year to date.

Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here's what they're waiting for.

The company is aggressively entering the AI chip space and signing lucrative deals with tech giants.

The chipmaker looks expensive on today's numbers, but the real question is what you are paying for the earnings of tomorrow.

NVIDIA's shift to Data Center and Edge Computing reporting gives investors clearer insight into AI-led revenue drivers across cloud, enterprise and physical AI.

After a 20%-plus drawdown, QCOM is pursuing $15 billion in data center revenue by fiscal 2029, backed by Meta and Microsoft deployments of its Dragonfly C1000 server CPU.

Zacks.com users have recently been watching Qualcomm (QCOM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

CEO says no acquisition talks have taken place.

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. While Qualcomm’s expanding data-center revenue opportunity makes it difficult to remain bearish, one investment firm remains skeptical due to its product roadmap and competitive positioning. On June 25, Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight […]

NVIDIA Corporation (NASDAQ:NVDA) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Bernstein reiterates Nvidia as “Outperform,” stating that the AI chipmaker is a key player in the humanoid space. The firm highlighted both Nvidia and Qualcomm are at the forefront of developing advanced processors […]

The companies inside this popular tech fund are sending a surprisingly one-sided signal about their earnings to come.

If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.

Before its stock soared, a tidal wave of demand had the company blowing past its targets and scrambling to keep up with its own success.

At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.

By Karen Roman Vinson & Elkins said Michael Jay is the firm’s latest Los Angeles-based partner in its Intellectual Property & Technology Litigation practice, having previously served in the Patent Litigation Group at DLA Piper. Mr. Jay is a first-chair trial lawyer with more than 20 years of experience in patent and trade secret disputes […] The post V&E Appoints Michael Jay as New IP Litigation Partner in LA appeared first on CorpGov.

Our Qualcomm (NASDAQ:QCOM) price prediction sits well above where the sell side has landed, and that gap is the entire story. Wall Street’s consensus target of $186.50 implies downside from today’s quote. Our model sees the opposite. The 24/7 Wall St. price target for Qualcomm is $257.53, pointing to roughly 25.69% upside over the next ... Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts