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Qualcomm Is a Rare AI Chip Value Play
The Wall Street Journal57d agoneutral
Qualcomm Is a Rare AI Chip Value Play

It’s far from certain that Qualcomm can become a force in the data-center chip business. Qualcomm’s share price has surged more than 40% since the company disclosed a major data-center customer during its last earnings call in late April. Qualcomm’s stock has returned an anemic 5% over the past two years even with the recent jump.

Qualcomm’s Reported Tenstorrent Talks Test Lofty Valuation And AI Ambitions
Simply Wall St.57d agoneutral
Qualcomm’s Reported Tenstorrent Talks Test Lofty Valuation And AI Ambitions

Qualcomm, ticker NasdaqGS:QCOM, is reportedly in talks to acquire AI chip startup Tenstorrent for US$8b to US$10b. The potential deal would extend Qualcomm's reach into dedicated AI accelerators and data center hardware. This development has not been covered in recent Simply Wall St articles on NasdaqGS:QCOM. NasdaqGS:QCOM is widely known for mobile processors and connectivity chips, and more recently for integrating AI features on devices. The reported Tenstorrent talks point to a wider...

Qualcomm in talks to buy Tenstorrent, The Information reports
Reuters58d agobullish
Qualcomm in talks to buy Tenstorrent, The Information reports

Chip ‌designer Qualcomm ‌is in ​talks to acquire AI chip ‌startup ⁠Tenstorrent at a ⁠price of ​between $8 ​billion and $10 ​billion, ‌The Information reported on Monday, citing a ‌person ​with ​direct ​knowledge ‌of the deal. (Reporting ​by ​Jaspreet Singh ​in ‌Bengaluru; Editing ​by Joyjeet ​Das)

Stocks Soar on US-Iran Peace Agreement
Barchart58d agobullish
Stocks Soar on US-Iran Peace Agreement

The S&P 500 Index ($SPX ) (SPY ) today is up +1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.73%. June E-mini S&P futures (ESM26 ) are up +1.61%, and June E-mini Nasdaq futures...

He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million
24/7 Wall St.58d agobearish
He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Insider Monkey58d agoneutral
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement

QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on cutting-edge AI solutions for energy industry operations. The collaboration brings together Qualcomm Technologies’ power-efficient edge computing and AI processing tools with SLB’s Agora edge AI and IoT services […]

Bloomberg59d agoneutral
Jack Ma-Backed Ant Group Set for High-Stakes Overhaul of Billion-User App

(Bloomberg) -- Ant Group Co. is testing an overhaul to its Alipay super app that would introduce an AI agent interface, a major escalation in its battle for users with archrival WeChat.Most Read from BloombergWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewing TextAnthropic Shuts Down Mythos Access After Sweeping US OrderUS Wants to Avoid Congressional Vote on Trade Deal, Carney SaysAir India Plans to Downsize With Owner Tata

Wells Fargo Sees Greater Upside in Qualcomm (QCOM) Ahead of Investor Day
Insider Monkey59d agoneutral
Wells Fargo Sees Greater Upside in Qualcomm (QCOM) Ahead of Investor Day

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best S&P 500 Dividend Stocks to Buy Right Now. Wells Fargo raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $230 from $160 on June 12. It reiterated an Equal Weight rating on the shares ahead of the company’s Investor Day. The firm said its bull-case scenario […]

Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Insider Monkey60d agoneutral
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 234 Top Pick Of: Philippe Laffont — Coatue Management Taiwan Semiconductor (NYSE:TSM) is the biggest holding of billionaire Philippe Laffont of Coatue Management. Taiwan Semiconductor (NYSE:TSM) […]

Why Qualcomm (QCOM) Stock Is Trading Up Today
StockStory60d agoneutral
Why Qualcomm (QCOM) Stock Is Trading Up Today

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.8% in the afternoon session after macro rate relief from the Iran peace deal, a Wells Fargo price target increase, and positive positioning ahead of a June 24 Investor Day drove renewed market interest.

SpaceX stock gains, space companies fall, chips mixed on IPO news
Yahoo Finance Video61d agobearishVIDEO
SpaceX stock gains, space companies fall, chips mixed on IPO news

Yahoo Finance Senior Reporter Brooke DiPalma joins Market Domination to tackle today's top trending tickers, including the momentum driving SpaceX (SPCX) shares in Friday's session after the company's IPO, the impact it is having on other space stocks Virgin Galactic (SPCE) and Rocket Lab (RKLB), and how semiconductor stocks such as Micron Technology (MU) and Nvidia (NVDA) are moving on the historic public offering.

Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?
24/7 Wall St.61d agoneutral
Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?

Shares of Arm (NASDAQ:ARM) are up 11% in midday trading on Friday, June 12, changing hands near $379. Qualcomm (NASDAQ:QCOM) stock is also rallying, climbing 5% to trade near $213. Both moves come after a choppy stretch for the chip-architecture group, with Arm and Qualcomm shares snapping back together. The purest IP peers in electronic ... Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?

Buy, Hold, or Sell: Arm Holdings Shed 25% to Clear the Air as the Warsh Fed Digs In. Is It a Buy at $342?
24/7 Wall St.61d agoneutral
Buy, Hold, or Sell: Arm Holdings Shed 25% to Clear the Air as the Warsh Fed Digs In. Is It a Buy at $342?

At $342.23, Arm Holdings (NASDAQ:ARM) appears fairly valued, with a more attractive entry point sitting at or below $310 on any macro-driven technical consolidation. The stock has become the cleanest pure-play on agentic AI infrastructure, but the round trip from $100 to $428 and back to the mid-$300s in six months argues for patience over ... Buy, Hold, or Sell: Arm Holdings Shed 25% to Clear the Air as the Warsh Fed Digs In. Is It a Buy at $342?