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Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.
Stocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’
The company’s CEO highlighted opportunities in AI, embedded software, and secure communications.
Meta’s server CPU deal may not be included yet, with the ramp expected in the second half of 2028.
Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.
For years, since its inception 40 years ago, Qualcomm (QCOM) has been the dominant name in smartphone chips, and little else, at least in the minds of investors who had grown comfortable with that narrative. I have seen the stock trade at a discount to its semiconductor peers precisely ...
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.3% in the morning session after the company announced an aggressive expansion into the AI data center market with ambitious long-term revenue targets during its 2026 Investor Day.
Investors applauded the semiconductor leader's new AI-focused growth strategy.
Qualcomm's Investor Day gave investors more than an AI data-center pitch. With Meta, Microsoft, two hyperscaler customers, and a $15 billion revenue target in view, the smartphone chipmaker now has a clearer roadmap to prove it can grow beyond smartphones.
The Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.
JPMorgan, Novartis and Qualcomm headline today's top stock reports, highlighting growth drivers, competitive pressures and key catalysts ahead.
Qualcomm is looking to move past the smartphone era.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space
Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) outlined higher long-term revenue and earnings targets at its investor day, prompting analysts at Bank of America and UBS to lift their estimates and price targets while maintaining differing views on execution risks. The chipmaker increased its fiscal...
Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, memory chip stocks rallying around Micron Technology's (MU) post-earnings gains, and Qualcomm's (QCOM) latest move into AI data center products.
Its investor day revealed ambitious plans to more than double its non-handset revenue by fiscal 2029.
BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.
JPMorgan Sees Modest Increase Despite Memory Cost Pressure
Arm (NASDAQ:ARM) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas in the tank. After a vertical move off the spring lows, ARM trades at $347.57, and our proprietary model still sees room to push higher over the ... Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside
Qualcomm, known for its smartphone chips, is diving into the hot market for AI data center computers. Qualcomm stock rose Thursday.
Moor Insights & Strategy Founder, CEO & Chief Analyst Patrick Moorhead joins Julie Hyman on Market Catalysts to discuss Qualcomm's (QCOM) increased outlook for data center revenue and what it signals about the company's growing role in the AI infrastructure boom.
Micron Technology (NASDAQ:MU) had signed 16 long-term customer agreements, 14 of them locking in roughly $100 billion in minimum guaranteed revenue through 2030, and the stock was up 16% because, in her words, “Memory has always been just been boom and then bust. But Micron is essentially telling everyone that’s completely over.” That claim matters ... Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead
By Karen Roman Nextech3D.AI Corp. (OTCQX: NEXCF | CSE: NTAR | FSE: EP2) said fourth quarter total revenue soared 207% to $939,000 compared to the year prior. Gross profit grew 263% to reach $858,000 in the fourth quarter compared to the year prior, while gross margin reached 91.3% compared to 95% in the third quarter, […] The post Nextech3D.ai Q4 Revenue Jumps 207% as AI Platform Scales appeared first on ExecEdge.
Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.
Qualcomm (QCOM) announced a better-than-expected data center strategy at its investor day, but risin
Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's expansion into the AI data center industry with its new server rack.
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