Broadcom (NASDAQ:AVGO) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers. Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 question ... Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
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SIMO has an edge over QCOM as 2026 sales and EPS estimates surge, shares soar, and its forward price/sales is slightly lower.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 4, Morgan Stanley reiterated the stock as “Overweight” and raised its price target on the stock to $690 per share from $610. The rating update follows Crowdstrike’s Q1 2027 earnings. The company reported […]
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 5, JPMorgan added a positive catalyst watch on Qualcomm and said that it’s sticking with its neutral rating. However, the firm is also bullish ahead of the company’s investor day. Qualcomm is set to […]
Reddit, Inc. (NYSE:RDDT) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, Citizens analyst Andrew Boone reiterated a Market Outperform rating on Reddit, Inc. (NYSE:RDDT) with a $240.00 price target. Boone has particularly defended Reddit’s premium valuation, stating how the company boasts major drivers driving […]
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Hewlett Packard Enterprise Company (NYSE:HPE) is drawing a more positive view from analysts based on its robust and sustainable demand. On June 2, Barclays analyst Tim Long raised the price target on the stock to […]
Snowflake Inc. (NYSE:SNOW) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Viewed more than just a cloud data platform, Benchmark sees Snowflake Inc. (NYSE:SNOW) as a mission-critical control plane for artificial intelligence. On June 2, analyst Yi Fu Lee reiterated a Buy rating and $270.00 price target […]
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.
Intel Corporation (NASDAQ:INTC) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 5, Hitachi and Intel Corporation (NASDAQ:INTC) announced entering into a strategic collaboration aimed at accelerating physical AI, advanced computing, and next-generation digital infrastructure across sectors such as manufacturing, energy, and other critical industries. Hitachi’s […]
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Marvell’s infrastructure story is gaining fresh support on Wall Street. On June 2, Stifel analyst Tore Svanberg raised the price target on Marvell (NASDAQ: MRVL) to $321.00 (from $230.00) while maintaining a Buy rating. Stifel […]
Oracle Corporation (NYSE:ORCL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Wall Street appears somewhat cautious heading into Oracle’s 4Q print. On June 2, Scotiabank analyst Pat Colville raised the price target on the stock to $290 from $215, reiterating a Sector Outperform rating. Following a 71% […]
Apple Inc. (NASDAQ:AAPL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Apple Inc. (NASDAQ:AAPL) may be facing some near-term pressure owing to its App Store growth. On June 4, UBS analyst David Vogt reiterated a Neutral rating on the stock with a $296.00 price target. The firm […]
Broadcom Inc. (NASDAQ:AVGO) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, HSBC analyst Frank Lee raised the price target on Broadcom Inc. (NASDAQ:AVGO) to $600.00 (from $450.00) while maintaining a Buy rating. The bullish case for Broadcom is based on its ASIC revenue growth, […]
Meta Platforms Inc. (NASDAQ: META) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. While investors continue to question the payoff from Big Tech spending, UBS sees one tech firm showing early signs of monetization. On June 4, UBS analyst Stephen Ju reiterated a Buy rating and $865.00 […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. One of the biggest analyst calls on Thursday, June 4, was for Alphabet Inc. (NASDAQ:GOOGL). Bank of America reiterated the stock as “Buy.” Analysts said that they are sticking with Alphabet following its capital raise earlier […]
NVIDIA Corporation (NASDAQ:NVDA) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Nvidia’s Computex 2026 has enabled it to deepen its AI growth story, but Deutsche Bank still maintains a cautious yet constructive view. On June 2nd, the investment firm reiterated a Hold rating on the stock with […]
Qualcomm's Investor Day could help determine if new interest in the stock is warranted.
Primax Electronics has announced a next generation AI conference solution platform powered by Qualcomm's Dragonwing Edge AI processors. The system focuses on AI driven audio and video collaboration for hybrid meeting rooms and enterprise workplaces. The announcement highlights Qualcomm's push into smart workplace infrastructure beyond smartphones, PCs and data center products. QUALCOMM (NasdaqGS:QCOM) is drawing attention as partners start to apply its Edge AI technology in real world...
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 6% in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
Instead of just selling chips via traditional cycles, Broadcom (AVGO) is partnering with Apollo, Blackstone, and other investors on alternative financing structures to fund large-scale AI hardware production. This shifts the business from a transactional component supplier into a vertically scaled, long-term silicon partner.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...
The artificial intelligence boom that’s pushing market caps to records is reshaping employment. Challenger, Gray & Christmas data highlighted on CNBC’s Closing Bell Overtime on June 4 indicates that more than 87,000 layoffs this year have been tied to AI, already eclipsing all of 2025’s full-year total just five months in. Chip leader NVIDIA (NASDAQ:NVDA) ... AI Layoffs Already Have Surpassed Last Year’s Total. Tech Workers Are Being Cut First.
The selling in computer-chip and hardware manufacturers is getting ugly this afternoon after Broadcom's forecast disappointed late Wednesday. Higher bond yields, which decrease the value Wall Street assigns to companies projecting high profits far into the future, aren't helping either.
Before the stock took off, management was explaining a fundamental shift in AI that the market seemed to be underestimating.