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Its five-year correlation to the index says overlap, and its past-year capture readings say that overlap arrives magnified in both directions.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Intel's moderate correlation to the market is partial independence, but the stock travels at more than three times the index's volatility.

A recent collaboration between Multiverse Computing and Qualcomm Technologies aims to enhance the efficiency of AI operations in data centers globally. This partnership will optimize AI models specifically for Qualcomm's Dragonfly AI200 and AI250 accelerators, focusing on improving performance and reducing power consumption. Live demonstrations have shown significant gains in response times and throughput, without sacrificing accuracy, using compressed AI models in real-world scenarios. As...

The chipmaker's growth story is accelerating, but history offers a serious note of caution for anyone thinking of buying this pullback.

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.00%. September E-mini S&P futures (ESU26 ) are up +0.72%, and September E-mini Nasdaq futures...

Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.

For anyone holding shares, the market is pricing a future where the stock could either more than double or be cut in half, and that uncertainty is the risk you carry today.

Broadcom's handful of core customers are now ordering compute far ahead of delivery because power and memory set the pace, which hands the company a forward view semiconductor companies rarely get.

Texas Instruments' 11% monthly slide contrasts with surging AI data center demand, strong earnings growth and a manufacturing strategy built for long-term gains.

The sticker price on this AI chip designer looks steep, but the real question is what you are paying for the earnings that are still on their way.

SCHD charges just 0.06% per year, but taxable investors who lived through the March reconstitution discovered a second bill arriving in a very different form. Here is what the expense ratio line was never designed to show you.

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.

Astera Labs (ALAB) and GlobalFoundries (GFS) remain well positioned for artificial intelligence infr

If the AGI CPU business continues to scale, Arm's valuation may prove easier to justify.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

QUALCOMM is working on 6G technology aimed at making future mobile networks AI-native. The company is focusing on features such as distributed compute and wide-area sensing as part of 6G development. This effort positions NasdaqGS:QCOM within early discussions on next-generation mobile and AI infrastructure. QUALCOMM sits at the center of mobile connectivity and chip design, and its work on 6G adds another layer to that role. The stock trades at $147.61, with a return of 29.7% over 3 years...

Qualcomm's stock is down, but its 2.5% yield and data center ambitions could make this the best time to buy.

Qualcomm's handset business is under pressure. But experts say its expanding AI and connected-device ecosystem represent the bigger story.

Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool.

Qualcomm's stock just took a brutal post-earnings hit despite beating revenue estimates, and the reason the market sold off so hard tells you almost nothing about where this company is actually headed.

Rivian just posted its cleanest quarterly beat in months and lifted full-year guidance, so why are shareholders waking up to an 8% drop while Lucid bleeds in sympathy and Tesla quietly holds its ground?

Qualcomm’s aggressive expansion into data centers, automotive, and IoT is steadily reshaping its growth profile.

The business management once framed around a cyclical bottom is still growing, but it now gets a paragraph while artificial intelligence gets the company.

Just over half of revenue still leans on a shrinking handset market, and the businesses meant to replace it do not reach their targeted scale for years.

Intel swung from an operating loss to an operating profit with the costly part of its turnaround still running, and that swing is what the spending debate keeps drowning out.

Wireless chipmaker Qualcomm (NASDAQ:QCOM) reported Q2 CY2026 results exceeding the market’s revenue expectations, but sales fell by 4% year on year to $9.95 billion. Guidance for next quarter’s revenue was better than expected at $10.1 billion at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $2.21 per share was in line with analysts’ consensus estimates.